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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.

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Daily Caller

Trump Calls Biden’s Drilling Ban ‘Worst Abuse Of Power I’ve Ever Seen’

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From the Daily Caller News Foundation

By David Blackmon

Kish characterized Biden’s move as “a petulant act of a Hard Left Establishment out to punish 340 million Americans who rejected their calls to bow to their Climate Religion and its vows of poverty.”

The Biden White House said early Monday that outgoing President Joe Biden has ordered huge swaths  of U.S. federal waters off-limits to future leasing and drilling for oil and natural gas. The ban includes  the entire offshore Atlantic, offshore Pacific, the Eastern Gulf of Mexico, and the Northern Bering Sea.

All told, the regions impacted by the ban encompass 625 million acres, an area bigger than the states of Texas and Alaska combined. It is also significantly larger in scope than the Louisiana Purchase, which spanned 530 million acres.

“My decision reflects what coastal communities, businesses, and beachgoers have known for a long time: that drilling off these coasts could cause irreversible damage to places we hold dear and is unnecessary to meet our nation’s energy needs,” Biden said in a statement. “It is not worth the risks.”

Ironically, the Biden ban includes the Atlantic areas where his administration has spent billions of dollars subsidizing the construction of massive industrial wind power facilities. Those developments are currently the source of rising concerns related to impacts on sea mammals, seabirds and the once-thriving commercial fishing industry. All are concerns the administration has refused to adequately address in any real way.

Dan Kish, senior fellow at the D.C.-based Institute for Energy Research think tank, pointed to the “irony of his proposed windfarms in the same waters he is closing to American oil and gas is they are not going to be built. The electricity they produce is so expensive it is deindustrializing Europe and beginning to topple governments. The only question is whether the governments or the windmills will topple first.”

Kish characterized Biden’s move as “a petulant act of a Hard Left Establishment out to punish 340 million Americans who rejected their calls to bow to their Climate Religion and its vows of poverty.” Kish added that Biden and his White House “couldn’t care less about the national security implications, as witnessed by their feckless record that has lit fires around the world while they try to extinguish our gas stoves at home.”

In an interview with Salem Radio national talk show host Hugh Hewitt Monday, incoming President Donald Trump said he would reverse Biden’s order on his first day in office.

“I see that it has just come across that Biden has banned oil and gas drilling across 625 million acres of U.S. coastal territory,” Trump began, adding: “It’s ridiculous. I’ll un-ban it immediately. I have the right to un-ban it immediately.”

Trump acknowledge that the same climate-alarm groups behind the Biden ban will challenge any attempt to rescind it in court, saying, “They’ll do everything they can to make it as difficult as possible. They talk about a transition — they always say they want to have a smooth transition from party to party. Well, they’re making it really difficult. They’re throwing everything they can in the way.”

Trump concluded by telling Hewitt that Biden’s order amounts to “the worst abuse of power I’ve ever seen.”

The White House invoked the drilling ban under Section 12 of the 1953 Outer Continental Shelf Lands Act (OCSLA). It is a section of that law that previous presidents — including Barack Obama and Trump himself — have used to authorize similar drilling bans.

A reading of that provision makes it clear that Congress intended it to be used solely for reasons of national security and during national emergencies. Unfortunately, for the prospects of a Trump reversal, the law does not include any provision for revoking such bans.

Previous presidential bans have never been challenged all the way up through the Supreme Court, though a challenge by the Trump Justice Department to Obama’s ban in 2017 resulted in the set-aside being upheld by an Obama-appointed district judge in 2019. Trump’s Department of Justice chose not to challenge the decision.

This is clearly a political power move by the Biden White House, another payoff to the Democratic Party’s big climate-alarm funders. Whether Trump and his appointees can come up with an effective strategy to challenge it remains to be seen, but if Trump’s comments to Hewitt are any indication, the incoming president is fully prepared to take on the fight.

David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.

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Alberta

Province to double Alberta’s oil production

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The Government of Alberta is working with partners to increase pipeline capacity in pursuit of its goal to double crude oil production and increase exports to the United States.

 

Alberta is a strong partner to the United States, currently delivering more than 4.3 million barrels per day to the U.S. The province is committed to increasing Alberta’s crude oil production and preserving and adding pipeline capacity, supporting North American energy security as well as enabling increased U.S. production.

The Government of Alberta is taking immediate action to accelerate its plan to increase pipeline capacity to get more product to market and more value for its product.

A critical step towards achieving this goal includes working directly with industry. This is why Alberta’s government has signed a letter of intent with Enbridge, which will form a working group with the Alberta Petroleum Marketing Commission (APMC). The working group will evaluate future egress, transport, storage, terminalling and market access opportunities across the more than 29,000 kilometres of the Enbridge network in support of moving more Alberta oil and gas to Canadians and American partners.

“The world needs more Alberta oil and gas, and we need to make sure Alberta is meeting those needs. Our objective of doubling oil production aligns with Enbridge’s plans to enhance its existing pipeline systems and we look forward to partnering with them to enhance cross-border transport solutions. This will also allow us to play a role in supporting the United States in its energy security and affordability goals.”

Danielle Smith, Premier

The working group will focus on preserving and optimizing egress, developing opportunities to expand along Enbridge’s current footprint, and developing new solutions to improve global market access and maximize the value of Alberta’s commodity. Additionally, it will work with government to cut red tape and streamline regulations and permitting approvals. It will also assess opportunities for shared investment and benefit to both Albertans and Enbridge by leveraging BRIK (Bitumen-Royalty-In-Kind) barrels.

“A strong and growing Alberta oil and gas transport and storage network will allow the Government of Alberta to maximize the economic benefits for all Albertans from our bitumen and natural gas royalties. We must also pursue regulatory reform where needed so Alberta can continue to be an attractive place for companies to invest.”

Brian Jean, Minister of Energy and Minerals

“Enbridge has 75 years of experience delivering Alberta’s energy, safely and cost-effectively to support the region’s economy, unlock export value and help meet North American demand. We’re prepared – and exceptionally well-positioned – to work with producers and governments to deliver capacity as production ramps up, providing cost-effective, scalable, executable solutions now and through the decade that support North American energy security, reliability and affordability.”

Greg Ebel, president and chief executive officer, Enbridge Inc.
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