12 Comments

The graph is, literally, a graph of actual installed capacity vs. forecast installed solar capacity. It's not in any way misleading.

Using the same metric, you'd likely find that nuclear capacity has grown by less than forecast over the same timeframe given unexpected shut-ins.

And, no, capacity of a non-dispatchable energy source is not useless. It's just not dispatchable.

Thanks for reading

Expand full comment

If one considers emissions regulations to be a marginal cost of production (it is in terms of fines or necessary technology improvements in order to adhere) then it will indeed impact max production.

Expand full comment

Has anyone seen a similar graph that shows the accuracy of IEA's previous forecasts on gas/LNG?

Expand full comment

Your graph on solar PV growth is misleading. You can make any changing variable look like that by adjusting the scaling.

And measuring growth by capacity is also very misleading. Capacity of a non-dispatchable, unreliable, seasonal electricity source is worthless. At the very minimum the relevant variable is annual change in generation TWh/yr as in this graph:

https://ourworldindata.org/grapher/annual-change-solar?tab=chart&country=IND~CHN~AUS~ESP~USA~OWID_WRL

Using that metric Nuclear max growth in per capita generation per decade is 10X the fastest solar PV growth and 4X the fastest wind growth of any country:

https://ourworldindata.org/grapher/nuclear-electricity-per-capita?tab=chart

https://ourworldindata.org/grapher/solar-electricity-per-capita?tab=chart

That is in an Apples (nuclear) to Rotten Oranges (solar) comparison.

Expand full comment