solar generation
5 statements across 3 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Mar 11, 2022 by Astrid Atkinson · across every show →
Everything said about solar generation, oldest first
Mar 11, 2022 negative
Atkinson: Most utilities lack direct metering data on rooftop solar
“Very few utilities have great data on what's happening with the solar generation within their territory, for example. Most utilities don't directly meter that, so they can't really tell exactly what's happening with rooftop solar.”
May 28, 2024 neutral
Faruqi: Solar generation will push electricity peak hours into late night
“The peak will keep on going into the later evening, early nighttime hours, and the off peak will be in the middle of the day when the sun is shining and you have a lot of solar generation, both supply side and customer side.”
Jun 4, 2026 positive
Fulgham: China mandates coal plants throttle down midday for solar
“China is actively reducing the lowest level that coal plants can run out. Now, this is not just a policy choice. It's also a technical requirement. So it means they want Coal plants to be able to throttle down in the middle of the day further than they had to …”
Jun 4, 2026
Jun 4, 2026 positive
Fulgham: 2025 battery additions can shift 14% of new solar output
“We also have 250 gigawatt hours of additional battery capacity. And you put those two together, and it means that 14% of all the solar generation, the additional solar generation we had globally, can be shifted to different parts of the day.”