Feature In The System. In yesterday’s Senate hearing several Senators voiced their concerns about the ongoing silent but obvious campaign to halt solar development progress. Especially during a time when demand is skyrocketing, gas turbines are slow to come by and global fossil production / logistics are impacted by the Middle East conflicts; solar should be the generation that the US doubles into, focused by the private capital and demand for our generation. Secretary Burgum wasn’t interested taking a firm position whether the Interior department would be opening the floodgates of demand aside from disagreeing (vehemently) about the federal court’s ruling that the DOI memo should be rescinded.
Is This The Why? Given the macros and the reality without our system of energy capitalism, I’ve been giving it some thought on why this DOI would want to make it harder for private enterprise to build and develop solar. Ultimately, when I read the headlines about utility Capex and the pipeline of gas power that data centers are signing up for, I think that slowing solar may have something to do with this. Any thoughts?
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Opinion
Best, Yann