[caminante]

> Have you actually seen the news and the situation?

Have you seen what's happened to wholesale power market prices? Have you seen that BYD's care sales in 2026 are down y/y?

Trusting anecdotal hype from BYD salesmen and a renewables blog isn't sensible.

[nico]

I wasn't talking about BYD in particular, nor referencing any numbers or quotes from the blog. I was responding to the above comment mocking/doubting people's decisions about EV purchases and showing how that contrasts with the current macro situation

Feel free to expand on the wholesale power market prices you are referring to though, not sure what your take is

[caminante]

> I wasn't talking about BYD in particular,

You quoted the parent's mention of BYD.

[mbgerring]

Wholesale power market prices are responding to shocks in the natural gas market from two wars that disrupted those supply chains. Solar and batteries have been and will continue to he the cheapest source of power, and globally, deployment is accelerating.

Not so much in the US, where our braindead political culture is intent on ignoring the obvious economic advantage of renewables, but definitely everywhere else in the world.

[caminante]

> Solar and batteries have been and will continue to he the cheapest source of power, and globally, deployment is accelerating.

I think storage is great and solar has a place, but this is not true unless you discard reliability and other features, which should be in the price. Solar plus storage for baseload power matching requires huge overbuilds. Even in the last few years, before the AI hype, installed utility scale renewables costs went up in the US. It's not just the hardware or national politics.

And if you can't get renewables interconnected in a couple years, then the install rate won't lower the carbon of the existing grid mix charging your car.

[mbgerring]

Why would you need to “discard reliability”? What do you think storage is for?

People have been saying that solar will never work for my entire life, and my entire career in clean energy, as I have watched it grow and grow and grow and grow.

You’re right that the interconnect queue is broken. Many, many people are working on this problem. Believing that an extremely tractable bureaucratic hurdle means that solar can’t work is madness.

[caminante]

No, solar reliability requires overbuild and storage to compare accurately on LCOE. Hybrid and overbuild = expensive, so not "cheap/er", which you said.

A lot of people have this misconception about solar even with awareness of the duck curve.

[mbgerring]

Is this still true after a bunch of natural gas infrastructure got blown up this week?

[caminante]

> Solar and batteries have been and will continue...

Yes, your statement is still false. Opposite is true.