Tag Archives: price

Sabal Trail protests continue –VDT 2016-09-23

Front page today in the newspaper of record in the largest city in the Suwannee River Basin: the WWALS protest against DAPL and Sabal Trail at the US 84 Withlacoochee River bridge last Saturday, between Quitman and Valdosta, GA.

Vdt Desiree Carver, Valdosta Daily Times, Friday, September 23, 2016, front page, Sabal protests continue,

The WWALS Watershed Coalition stood on the bridge between Brooks and Lowndes County Saturday to show solidarity with Dakota Access Pipeline opponents in Dakota and to continue its battle against the Sabal Trail natural gas pipeline.

That’s the US 84 bridge over the Withlacoochee River, on the Continue reading

Solar price drops setting invisible price limit for ever-dirtier fossil fuel extraction

A fairly insightful piece on the how oil price rises drive more fossil fuel production, currently fueled by debt because wages of most workers have been falling, still misses two big points: solar prices continually plumetting now undercut all fossil fuel prices, and dirtier fossil fuel extraction and its massive colonial invasion of pipelines are meeting resistance everywhere, including at the regulatory-captured puppet agencies like FERC.

“Tyler Durden”, ZeroHedge, 13 May 2016, Submitted by Gail Tverberg via Our Finite World blog, The Real Oil Limits Story – What Other Researchers Missed, Continue reading

Solar prices will drop much further below fossil fuels

High-placed utility executives have told me solar panels can’t get any cheaper. Here’s why economies of scale will continue to drive solar prices down, just like for Henry Ford’s Model T. There’s no excuse for new pipelines or nukes. Let the sun rise!

tl;dr: If current rates of improvement hold, solar will be incredibly cheap by the time it’s a substantial fraction of the world’s electricity supply.

Ramez Naam, on his blog, 10 August 2015, What’s the future price of solar?, Continue reading

Bloomberg notices solar now cheaper than all other forms of energy

What Jon Wellinghoff predicted a year ago is starting to filter 300x199 Solar prices dropped below all other energy sources, in Georgia solar breakeven, by John S. Quarterman, 30 November 2014 into the news media: solar is going to win, and very quickly. Welcome to a sunny world!

Tom Randall, Bloomberg, 29 October 2014, While You Were Getting Worked Up Over Oil Prices, This Just Happened to Solar,

After years of struggling against cheap natural gas prices and variable subsidies, solar electricity is on track Continue reading

Broadband fiber correlates with increased house prices

Preliminary research indicates that broadband fiber results in about 5% increase in property values for connected houses. This would indicate that an MSA wanting to profit from broadband should want to deploy it as widely as possible, especially in new housing. Hm, what’s the Homebuilders’ Association’s position on this?

NCM 0268 fiber ... result in 5.1% change in real estate value

The authors report that “fiber presence is associated with a positive effect on property values”, in The Impact of High-Speed Broadband Availability on Real Estate Values: Evidence from United States Property Markets by Gabor Molnar, University of Colorado at Boulder; Scott Savage, University of Colorado at Boulder; Douglas Sicker, University of Colorado at Boulder.

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AT&T says it invested $675 million in networks in Georgia first half 2013

Let’s compare T’s recent investments in various states. The telco and cableco incumbents played this game back in 2004, too, going on about how much they were investing, so the Valdosta City Council wouldn’t vote to do its own municipal network. What’s the plan to get fast (100Mbps+) affordable (less than $30/month) Internet access everywhere in Georgia?

Christopher Seward wrote for AJC 8 August 2013, AT&T: $675M invested in Georgia networks,

T 4G (not LTE) Coverage in Georgia AT&T said Thursday it invested more than $675 million to upgrade its wireless and wired networks in Georgia in the first half of the year.

The investments include new cell towers—base stations used to send signals to mobile phones—more antenna reach, improvements to its 4G LTE network for quicker data downloads and more Wi-Fi hotspots, the company said.

Here’s the actual T PR of 9 August 2013, AT&T Invests More Than $675 Million in Georgia Wireless and Wireline Networks, which has some details about cable, 4G LTE, etc., including this: Continue reading

Southern Company downgraded because of coal and nukes –two analysts

It’s not like they weren’t warned, about coal and about nukes. It’s not Standard & Poor’s this time, but that could happen soon, too. SO’s biggest part, Georgia Power, is neck-deep in nukes, as Edison Electric Institute’s warning about the disruptive challenge of distributed solar starts to affect its parent’s stock price.

Zacks.com wrote 21 June 2013, Southern Company Slips to Sell – Analyst Blog

On Jun 20, Zacks Investment Research downgraded electric utility firm, Southern Company ( SO ), to a Zacks Rank #4 (Sell).

Why the Downgrade?

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Google fiber expanding: how about here?

Nothing gets the attention of the incumbent duopoly of telcos and cablecos like an upstart doing it 10 times faster for a lower price, and claiming that can be profitable.

Dan Graziano wrote for BGR yesterday, Google expects Fiber to be profitable, hints at new markets,

Google Fiber is seen by many as a regional experiment that will push current Internet service providers to offer faster speeds at more affordable speeds. Google Fiber head Milo Medin countered that perception at an event on Wednesday, however. Speaking at a Fiber-to-the-Home Council meeting, the executive explained that the company’s fiber-optic broadband network isn’t just an expensive research project but a great and profitable business for Google, CNET reported.

Medin noted that Google has kept costs down by partnering with cities that are interested in bringing the company’s gigabit fiber network to its residents. Partners help Google build a less expensive and less time-consuming network.

Any local cities around here interested in partnering with Google?

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Solar shakeout

Solar companies are shaking out just like car and computer companies before them. Dozens of automobile manufacturers shook out to a handful of major ones; Tesla is the first new one in decades. So many computer hardware and software companies went under or were bought by bigger ones that it would take a very long blog post to list them all; I could name a dozen or two off the top of my head. There’s a shakeout going on right now among mobile phone manufacturers: even mighty Nokia is sinking. The solar industry is going through that same normal shakeout phase. Will electric utilities be next?

Stephen Lacey wrote for greentechsolar 23 April 2013, Four Must-See Charts on the Future of the Global Solar Market: Who will be left standing when the dust settles?

In 2009, after Spain’s market collapsed and the world faced a crippling financial crisis, GTM Research predicted a shake-out in the manufacturing sector. But unexpected growth in global demand, particularly in European markets, helped keep many producers afloat.

Then, in 2010 and 2011, we saw a surge of new manufacturing capacity — much of it driven by China — that created the structural oversupply faced by the industry today. As illustrated by the growing list of deceased solar companies and acquisitions, the delayed shake-out in the industry is now well underway.

This morning at the GTM Solar Summit, Shayle Kann, vice president of research, shared his outlook on consolidation, module prices, and the shifting global demand through 2016. Here are four charts from his presentation that provide a glimpse of what the world may look like in the next three years.

In 2010, when the period of irrational growth began in solar manufacturing, there were 357 active module producers.

By the end of this year, that number will be down to 145. And in 2016, it will drop below 100. (So if you’re at a conference talking to a person involved in manufacturing, there’s a good chance he or she might be out of a job or working for a different firm the next time you see them.)

He then predicts that solar PV panel prices may actually rise briefly due to fewer manufacturers. However, as he notes, demand will keep going up. And demand combined with economies of scale may make prices continue down with Moore’s Law. I think his installed capacity graph is way too conservative, because he doesn’t go back far enough, which would reveal that 2010 growth is not an anomaly, it’s a steady continuation of the previous decade (well, except in Georgia). We shall see what happens in the next few years.

One thing’s for certain: a few bankruptcies are not a problem for the world’s fastest-growing industry. They are merely a symptom of any industry growing that fast. Solar panels will continue to spread, ever-faster, and electric utilities need to adapt or soon their big utility shakeout will start, too. The utility shakeout may look more like an increase in companies, as many solar installers and vendors move in to handle distributed solar power if the incumbents won’t do it. That’s my speculation, and again we’ll see.

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NJ 1 GW Solar: GA #22

While Georgia failed to reform its antique Territorial Electric Service Act and toyed with a solar monopoly, New Jersey, far to the north with far less sun, finished installing a gigawatt (1,000 megawatts) of solar power. The rest of the U.S. installed 3.3 MW total, slightly higher than projections of 3.2 MW, but Georgia lagged behind. When will the legislature and the Public Service Commission, and perhaps more importantly, Georgia Power and Southern Company, stop stop wasting our money on that three-legged nuclear regulatory-capture boondoggle at Plant Vogtle and get on with solar in Georgia for jobs, for profit, and for clean air and water?

Pete Danko wrote for Earth Techling and Huffpo 20 March 2013, New Jersey Solar Capacity Hits 1 Gigawatt,

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