Skip to main content

Goodish News For the Solar Folk

sun The good news is First Solar has hit a milestone:

A long-sought solar milestone was eclipsed on Tuesday, when Tempe, Ariz.–based First Solar Inc. announced that the manufacturing costs for its thin-film photovoltaic panels had dipped below $1 per watt for the first time.

This isn’t quite where it needs to be to be cost competitive, but it’s an important barrier to crash through. However:

The question, though, is whether First Solar or any other solar manufacturer would be able to handle the flood of orders that would ensue if they reached competitive cost. At that point, it comes down to a matter of having enough of raw materials.

Scalability, our old friend. Apparently, the materials most in use in solar panels throw up roadblocks of their own when produced in bulk. For example:

While silicon is the second-most abundant element in the Earth's crust, it requires enormous amounts of energy to convert into a usable crystalline form.

The article points out that usable items such as copper sulfide, copper oxide and even iron pyrite – fool’s gold – might be plausible, but explains that they are less efficient in converting sunlight into electricity.

All of this might lead to comment about an immature technology versus a mature one (guess which?), but we come not to bury First Solar. Instead, while we note that First Solar is having a rough time in the current economic environment – its stock dropped 20% on word that some of its customers may default – this seems exactly the technology that will be looked at closely in any energy policy.

A bail out? – well, no, we don’t know if the government would directly issue grants to First Solar or simply make it more attractive for businesses and homes to install solar panels, though we suspect the latter is more likely. First Solar can certainly do the work.

Here’s another story by Popular Mechanics’ Alex Hutchinson on the perils and potential of solar power. Good stuff.


perdajz said…
NEI certainly doesn't mean to suggest that solar power is "immature" and nuclear power is "mature"? Methinks that this is backwards, and confuses utility with maturity. The discovery of the photovoltaic effect predates the discovery of nuclear fission by about a century. The "modern" era of PV came in 1954, which corresponds roughly to the initial peaceful uses of nuclear power. And yet, 55 years later, fission is vastly more productive.

I think it's the other way around. PV is mature, meaning that it can't grow much beyond its current state. Oh sure, collection efficiency in pristine laboratory conditions might creep upwards, but this doesn't mean we can look to PV to end the era of the fossil fuel.

It's nuclear power that is immature, meaning that room for growth is practically limitless. We can't say that nuclear power is mature, just because of the spectactular operational and safety record of the LWR. New reactors. New fuels and new fuel cycles. It's nuclear power that hasn't grown up yet, and that's a great thing.
Bill said…
Badish news for solar in Scientific American, though that's not the point of the story.
Anonymous said…
"The "modern" era of PV came in 1954, which corresponds roughly to the initial peaceful uses of nuclear power. And yet, 55 years later, fission is vastly more productive."

If there had been hundreds of billions of dollars spent developing the basic technologies of solar PV during World War II and the cold war, as was the case with nuclear, that situation might be very different.
Anonymous said…
The technologies for solar cells and windmills emerged out of hundreds of billions of dollars spent on defense and civil aerospace RD&D. As did microelectronics and the Internet.

There are credible projections that improved fuel cycle technologies could cut nuclear waste production and uranium/thorium mining requirements by a factor of 100.

The commodity costs needed to build current light water reactors are $36 per kW of capacity, and could drop in half as reactors move to operate with higher temperatures and efficiency, meaning that as modern technology improves the supply chain for constructing new nuclear plants, construction costs well below $1000 per kW are entirely credible, resulting in long-term nuclear electricity, process heat, and hydrogen generation costs below 2 cents per kilowatt hour.
Finrod said…
"If there had been hundreds of billions of dollars spent developing the basic technologies of solar PV during World War II and the cold war, as was the case with nuclear, that situation might be very different."

What weight of gold bullion does it take to strain the laws of physics past breaking point?

Popular posts from this blog

Making Clouds for a Living

Donell Banks works at Southern Nuclear’s Plant Vogtle units 3 and 4 as a shift supervisor in Operations, but is in the process of transitioning to his newly appointed role as the daily work controls manager. He has been in the nuclear energy industry for about 11 years.

I love what I do because I have the unique opportunity to help shape the direction and influence the culture for the future of nuclear power in the United States. Every single day presents a new challenge, but I wouldn't have it any other way. As a shift supervisor, I was primarily responsible for managing the development of procedures and programs to support operation of the first new nuclear units in the United States in more than 30 years. As the daily work controls manager, I will be responsible for oversight of the execution and scheduling of daily work to ensure organizational readiness to operate the new units.

I envision a nuclear energy industry that leverages the technology of today to improve efficiency…

Nuclear: Energy for All Political Seasons

The electoral college will soon confirm a surprise election result, Donald Trump. However, in the electricity world, there are fewer surprises – physics and economics will continue to apply, and Republicans and Democrats are going to find a lot to like about nuclear energy over the next four years.

In a Trump administration, the carbon conversation is going to be less prominent. But the nuclear value proposition is still there. We bring steady jobs to rural areas, including in the Rust Belt, which put Donald Trump in office. Nuclear plants keep the surrounding communities vibrant.

We hold down electricity costs for the whole economy. We provide energy diversity, reducing the risk of disruption. We are a critical part of America’s industrial infrastructure, and the importance of infrastructure is something that President-Elect Trump has stressed.

One of our infrastructure challenges is natural gas pipelines, which have gotten more congested as extremely low gas prices have pulled m…

Nuclear Is a Long-Term Investment for Ohio that Will Pay Big

With 50 different state legislative calendars, more than half of them adjourn by June, and those still in session throughout the year usually take a recess in the summer. So springtime is prime time for state legislative activity. In the next few weeks, legislatures are hosting hearings and calling for votes on bills that have been battered back and forth in the capital halls.

On Tuesday, The Ohio Public Utilities Committee hosted its third round of hearings on the Zero Emissions Nuclear Resources Program, House Bill 178, and NEI’s Maria Korsnick testified before a jam-packed room of legislators.

Washingtonians parachuting into state debates can be a tricky platform, but in this case, Maria’s remarks provided national perspective that put the Ohio conundrum into context. At the heart of this debate is the impact nuclear plants have on local jobs and the local economy, and that nuclear assets should be viewed as “long-term investments” for the state. Of course, clean air and electrons …