Something New is Happening With Solar
Solar appears to have reached some kind of super critical singularity, or tipping point. Whatever you want to call it, something is happening with solar that has never happened before and that many people never thought would never be possible.
In the first half of 2025 China installed more than 250 gigawatts of solar energy. For context, the PJM Grid has a combined total capacity of 182 gigawatts. So the solar China installed just in the past 6 months is capable of meeting 130% of PJM’s peak demand
And this is not just happening in China. In 2024 Pakistan imported 17 gigawatts of solar power…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.