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Wrought

Wrought

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tphuang said:
Until they can replace all those coal plants, there isn't such thing as overcapacity in renewables. There is just a huge under capacity in people that can install solar panels
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The limiting factor seems to be grid capacity, not generation. Improvements in energy storage could also help with this.

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tphuang

tphuang

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Wrought said:
The limiting factor seems to be grid capacity, not generation. Improvements in energy storage could also help with this.

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they do a lot of distributed and rooftop solar in China, which is more limited by gov't policies and number of installer rather than grid capacity
 
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tonyget

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tphuang said:
Until they can replace all those coal plants, there isn't such thing as overcapacity in renewables. There is just a huge under capacity in people that can install solar panels
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Then why would Chinese official issue such guideline ？
 
tphuang

tphuang

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tonyget said:
Then why would Chinese official issue such guideline ？
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the guideline didn't say there is overcapacity. It said to not build PVs in places that should be used for water reservoirs, natural reserves and hurt environment. And to responsibly increase capacity. As in, also needing to making sure the capacities that use improved tech and support greater utilization and less waste. These are all needed things. If solar companies want to increase sales, they need to work with grid and power companies to install more panels too. Or to build hydrogen projects that can be used.
 
supercat

supercat

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China is building two-thirds of new wind and solar globally, report says​

  • China is building 339 gigawatts (GW) of utility-scale wind and solar, or 64% of the global total, a report from U.S.-based think tank Global Energy Monitor (GEM) found. That is more than eight times the project pipeline of the second-place U.S., with 40 GW.
  • China's pace puts the global goal to triple renewable capacity by the end of 2030 "well within reach" even without more hydropower, the report's authors said, calling on China to lift its targets in climate pledges to the U.N. next year.
  • Beijing is also on track to meet its own 2030 goal to install 1,200 GW of wind and solar by this month - six years early - Sydney-based think tank Climate Energy Finance said last week.
  • China generated 53% of its electricity from coal in May, a record low, while a record 44% came from non-fossil fuel sources
  • Coal's share was down from 60% in May 2023.
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gelgoog

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tphuang said:
good work by Lauri here. Clan energy pushing coal to record low of 53% in May
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Probably thanks to hydropower also helping. The thing is you cannot expect that to happen all the time.
They need to increase electric storage for renewables, and add more nuclear power plants.

tphuang said:
no new coal based steel plants, huge. Now, let's hope for more lower carbon steel plants
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They are switching to electric arc furnaces. Those are shitty furnaces only suitable for recycling steel from scrap. They cannot make new steel from just the ores.

What this tells is that China has hit what they consider to be a maximum in terms of steel consumption. With the decrease of activity in construction they probably need less virgin steel.
 
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