The US lost the $200B solar panel market. It can win it with next gen solar cells
byu/SurinamPam inenergy



by SurinamPam

7 comments
  1. Too bad the Trump administration doesn’t like renewable energy and the green sector generally.

    Maybe in 4-6 years when the Nazis aren’t in power. 

  2. How do you win the market? China is 1.5 billion people with around 3 times the industrial output. Even if you invent a new super efficient process, they will copy it and make it cheap with their huge amount of people.

    Big nations wind up having big industrial output even if it’s not as higher output per capita.

    SOoo when you compare dumb shit, like total global megawatt output and it’s not population adjusted somehow…. you were never having a serious conversation about winning or losing in the first place.

    China will “win” the market of total output because their domestic population and total industrial output is so high. US has higher output per capita, but that can’t really be expected to hold an edge against 5 times the population.

    Whatever edge the US gets, China won’t be far behind, so you’re not going to WIN global output in most cases.

    The US and China are both pumping out innovation pretty quick really, there are many battery chemistries we didn’t know about that show SOME promise, but still take time in either country to get developed and get traction. Nobody is going to really win much and long term countries will automate more and more labor over the decades and it really doesn’t matter about this winning the markets idea much.

    A more meaningful technological race might be the race to get general purpose robots actually boosting production across many industries because a big leap there could translate to a lot of production advantage fairly rapidly…. but realistically it takes better batteries, better chips/software and better mechanical designs.

    The US had some advantage, but I’m not sure it’s still there or meaningful and things like who develops the next gen solar just doesn’t add up to nearly as important as who can automate a portion of labor across many industries at once. It’s like comparing computers to solar panels in your Civ tree, you may as well get computers first because they boost more industries at once and that helps get where you want faster long term.

  3. It won’t. We’re putting our money in internet heroin tokens and ever more racist Nazi chatbots.

  4. Anyone owning Solar IP would be advised to sell it to more serious competitors based outside the US.

  5. In general those who invest/insist on new tech tend to get burned. Toyota has had large success largely because it is slow to change/adopt new technologies as they tend to fail.

    Obvious examples include Canada’s California stucco crisis or that molten salt power generator in Arizona.

  6. Government funded R&D has 3-4x the economic return of private sector. It’s a long term investment. The US doesn’t have the foresight to make long term investments anymore.

  7. Just import the commodity panels and get generating electricity. Why does this game have to be played?

    Just do whatever.

    You make more money from the economic activity that utilizes the electricity than the economic activity of the solar industry. It’s pointless.

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