To understand the primal stakes in this year’s election, and to understand the very exciting possibility for rapid progress in the climate fight, a new set of numbers is extremely useful.
They come courtesy of Electrek’s Michelle Lewis, reporting on the longtime renewable researcher Ken Bossong’s analysis of the data on electric generation provided each month by the Energy Information Administration. And what they show is the remarkable transformation over the last decade. In 2014, solar power “utility-scale solar provided a mere 9.25 GW (0.75%) of total installed US generating capacity.” Which is to say, less than one percent. But “by the middle of 2024, installed solar capacity had risen to 8.99% of total utility-scale capacity.” (Add another few percent for rooftop distributed solar).
That still sounds like a relatively small percentage—under ten percent. But in fact what it measns is that we’ve finally moved on to the steep part of an S curve, and if we can keep up anything like that pace of expansion it won’t be long before the numbers are truly incredible. Indeed, as Bossong pointed out on Twitter, “the combination of utility-scale and “estimated” small-scale (e.g., rooftop) solar increased by 26.3% in the first six months of 2024 compared to the same period in 2023.” Statistics numb the brain so let me say it another way: we are on the cusp of a true explosion that could change the world. We are starting to put out the fires that humans have always relied on, and replace them with the power of the sun.
Pretty much the same thing is happening with wind, and pretty much the same thing is happening around the world. Bloomberg predicted last week that global installations of new solar modules would hit 592 gigawatts this year—up 33 percent from last year. The point is, when you’re doing this a few years in a row the totals start to grow very very fast. When something that provides one percent of your electricity doubles to two percent, that doesn’t mean much—but when something that supplies ten or twenty percent goes up by a third that’s actually quite a lot. And more the next year.
For a long while, you could see this growth coming, but it hadn’t yet added up to enough to materially dent the use of coal and gas and oil. But that is starting to change. Here’s the most important number I can give you, supplied to me this afternoon by Stanford professor Mark Jacobson, who has been keeping careful track of the California electric grid. As I wrote........