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Energy

Solar’s Dirty Secret: Expensive and Unfit for the Grid

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From the Frontier Centre for Public Policy

By Ian Madsen

To store twelve hours worth of the 1.6 TW total installed global solar power capacity would cost about 12.9 trillion Canadian dollars

Solar energy’s promise of a green, abundant future is captivating—but beneath the shiny panels lies a story of unreliability, hidden costs, and grid instability.

Green enthusiasts endorse solar energy to reduce carbon dioxide (CO2) emissions from traditional energy sources such as coal, oil, and natural gas. The source of solar power, the sun, is free, abundant, and always available somewhere. However, these claims are misleading. Solar energy is costly and unreliable in ways its proponents commonly disguise. If adopted extensively, solar energy will generally make energy and electric power grids more unreliable and expensive.

The solar industry has burgeoned remarkably, with an estimated average compound annual growth rate (CAGR) of about 39 percent from 2021 to 2024. Earlier this century, the growth rate was even faster. As a result, global installed solar capacity has reached 1.6 terawatts (TW), according to the U.S. Energy Department. This capacity is theoretically sufficient to power a billion homes at 1.5 kilowatts per home. However, the term “theoretically” poses a significant challenge. Solar power, without affordable energy storage solutions, is only available during daylight hours.

The minimum amount of storage required to make global solar power truly “dispatchable”—i.e., independent of other backup energy sources—would be twelve hours of storage. Options include batteries, pumped hydro, compressed air, or other technologies. Since batteries are today’s standard method, the following calculation estimates the cost of the minimum amount of battery storage to ensure reliable solar power.

Twelve hours per day multiplied by 1.6 terawatts and dividing the result by one kilowatt-hour (kWh), we arrive at a final requirement of 19.2 billion kWh of storage. According to a meta-study by the National Renewable Energy Lab, the utility-grade cost of battery storage is C$670.99 per kWh.

To store twelve hours worth of the 1.6 TW total installed global solar power capacity would cost about 12.9 trillion Canadian dollars; a safer twenty-four hours’ storage would be double that. Total storage available in 2023 was, the International Energy Agency notes, approximately two hundred and sixty gigawatts (GW) of power – a tiny fraction of power production of 3.2 million GW in 2022, using figures from Statista.

No firms or governments can have the necessary storage to make solar viable even if the entire globe was involved, as the total global GDP was about C$148 trillion in 2023, according to World Bank figures. That is not solar’s only problem. The most harmful effect is how it undermines power grids. The misleading, ‘levelized’ near-zero cost undercuts traditional, reliable on-demand energy sources such as coal, natural gas and nuclear power.

Importantly, high solar and wind power output can make prices turn negative, as an Institute for Energy Research article noted, but can swiftly revert to high prices when winds calm or the sun sets, as the fixed costs of traditional power plants are spread over lower production.  Baseload traditional energy sources are essential because the frequent unavailability of renewables can be dangerous. Consequently, overall costs for customers are higher when renewables are included in the energy mix. Solar mandates in California made its power supply wildly erratic.

Without affordable energy storage, solar is a seductive illusion; its unchecked adoption risks turning power grids into unreliable, costly experiments at the expense of energy stability.

Ian Madsen is the Senior Policy Analyst at the Frontier Centre for Public Policy.

Energy

Activists using the courts in attempt to hijack energy policy

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2016 image provided by Misti Leon, left, sits with her mom, Juliana Leon. Misti Leon is suing several oil and gas companies in one of the first wrongful-death claims in the U.S. seeking to hold the fossil fuel industry accountable for its role in the changing climate.

 

From the Daily Caller News Foundation

By Jason Isaac

They twist yesterday’s weather into tomorrow’s crisis, peddle apocalyptic forecasts that fizzle, and swap “global warming” for “climate change” whenever the narrative demands. They sound the alarm on a so-called climate emergency — again and again.

Now, the Left has plunged to a new low: weaponizing the courts with a lawsuit in Washington State that marks a brazen, desperate escalation. This isn’t just legal maneuvering—it’s the exploitation of personal tragedy in service of an unpopular anti-energy climate crusade.

Consider the case at the center of a new legal circus: Juliana Leon, 65, tragically died of hyperthermia during a 100-mile drive in a car with broken air conditioning, as a brutal heat wave pushed temperatures to 108 degrees Fahrenheit.

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The lawsuit leaps from this heartbreaking event to a sweeping claim: that a single hot day is the direct result of global warming.

The lawsuit preposterously links a very specific hot weather event to theorized global warming. Buckle up—their logic is about to take a wild ride.

Some activist scientists have further speculated that what may be a gradual long-term trend of slight warming thought to be both cyclical and natural, might be possibly exacerbated by the release of greenhouse gases. Some of these releases are the result of volcanic activity while some comes from human activities, including the burning of oil, natural gas and coal.

Grabbing onto that last, unproven thread, the plaintiffs have zeroed in on a handful of energy giants—BP, Chevron, Conoco, Exxon, Phillips 66, Shell, and the Olympic Pipe Company—accusing them of causing Leon’s death. Apparently, these few companies are to blame for the entire planet’s climate, while other oil giants, coal companies, and the billions of consumers who actually use these fuels get a free pass.

Meanwhile, “climate journalists” in the legacy media have ignored key details that will surely surface in court. Leon made her journey in a car with no air conditioning, despite forecasts warning of dangerous heat. She was returning from a doctor’s visit, having just been cleared to eat solid food after recent bariatric surgery.

But let’s be clear: this lawsuit isn’t about truth, justice, or even common sense. It’s lawfare, plain and simple.

Environmental extremists are using the courts to hijack national energy policy, aiming to force through a radical agenda they could never pass in Congress. A courtroom win would mean higher energy prices for everyone, the potential bankruptcy of energy companies, or their takeover by the so-called green industrial complex. For the trial lawyers, these cases are gold mines, with contingency fees that could reach hundreds of millions.

This particular lawsuit was reportedly pitched to Leon’s daughter by the left-leaning Center for Climate Integrity, a group bankrolled by billionaire British national Christopher Hohn through his Children’s Investment Fund Foundation and by the Rockefeller Foundation. It’s yet another meritless claim in the endless list of climate lawsuits that are increasingly being tossed out of courts across the country.

Earlier this year, a Pennsylvania judge threw out a climate nuisance suit against oil producers brought by Bucks County, citing lack of jurisdiction. In New York, Supreme Court Justice Anar Patel dismissed a massive climate lawsuit by New York City, pointing out the city couldn’t claim both public awareness and deception by oil companies in the same breath.

But the Washington State case goes even further, threatening to set a dangerous precedent: if it moves forward, energy companies could face limitless liability for any weather-related injury. Worse, it would give unwarranted credibility to the idea — floated by a leftwing activist before the U.S. Senate — that energy executives could be prosecuted for homicide, a notion that Republican Texas Sen. Ted Cruz rightly called “moonbeam, wacky theory.”

The courts must keep rejecting these absurd lawfare stunts. More importantly, America’s energy policy should be set by Congress—elected and accountable—not by a single judge in a municipal courtroom.

Jason Isaac is the founder and CEO of the American Energy Institute. He previously served four terms in the Texas House of Representatives.

 

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Alberta

Temporary Alberta grid limit unlikely to dampen data centre investment, analyst says

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From the Canadian Energy Centre

By Cody Ciona

‘Alberta has never seen this level and volume of load connection requests’

Billions of investment in new data centres is still expected in Alberta despite the province’s electric system operator placing a temporary limit on new large-load grid connections, said Carson Kearl, lead data centre analyst for Enverus Intelligence Research.

Kearl cited NVIDIA CEO Jensen Huang’s estimate from earlier this year that building a one-gigawatt data centre costs between US$60 billion and US$80 billion.

That implies the Alberta Electric System Operator (AESO)’s 1.2 gigawatt temporary limit would still allow for up to C$130 billion of investment.

“It’s got the potential to be extremely impactful to the Alberta power sector and economy,” Kearl said.

Importantly, data centre operators can potentially get around the temporary limit by ‘bringing their own power’ rather than drawing electricity from the existing grid.

In Alberta’s deregulated electricity market – the only one in Canada – large energy consumers like data centres can build the power supply they need by entering project agreements directly with electricity producers.

According to the AESO, there are 30 proposed data centre projects across the province.

The total requested power load for these projects is more than 16 gigawatts, roughly four gigawatts more than Alberta’s demand record in January 2024 during a severe cold snap.

For comparison, Edmonton’s load is around 1.4 gigawatts, the AESO said.

“Alberta has never seen this level and volume of load connection requests,” CEO Aaron Engen said in a statement.

“Because connecting all large loads seeking access would impair grid reliability, we established a limit that preserves system integrity while enabling timely data centre development in Alberta.”

As data centre projects come to the province, so do jobs and other economic benefits.

“You have all of the construction staff associated; electricians, engineers, plumbers, and HVAC people for all the cooling tech that are continuously working on a multi-year time horizon. In the construction phase there’s a lot of spend, and that is just generally good for the ecosystem,” said Kearl.

Investment in local power infrastructure also has long-term job implications for maintenance and upgrades, he said.

“Alberta is a really exciting place when it comes to building data centers,” said Beacon AI CEO Josh Schertzer on a recent ARC Energy Ideas podcast.

“It has really great access to natural gas, it does have some excess grid capacity that can be used in the short term, it’s got a great workforce, and it’s very business-friendly.”

The unaltered reproduction of this content is free of charge with attribution to the Canadian Energy Centre.

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