10-07-2025, 05:56 PM
(This post was last modified: 10-07-2025, 07:09 PM by HereOnThePrimalEdge.)
"At least $67 million in federal funding for six Hawaii energy projects appears to have been pulled by the Trump administration over qualms about worthiness.
Short sighted political stunt, but what do long term investors think? Solar stocks continue to rise despite the politicization of watts and volts. So I asked The Google, what gives?
Recent strong performance in solar stocks is driven by a resilient global demand environment, favorable policy developments, and declining costs, despite mixed results in some market segments. The broader market trend for solar is upward, even with short-term volatility.
Global market drivers
Sustained, strong global demand: The global market for solar energy continues to grow, with new installations reaching record levels in 2024. This was led by the Asia-Pacific region, which accounted for 70% of new capacity. The industry is expected to keep expanding in the medium term, driven by electrification and climate goals.
Record-low costs: The levelized cost of energy (LCOE) for utility-scale solar is now one of the lowest of any energy source. This makes solar a highly competitive power generation technology worldwide. Costs have been driven down by technological advances, manufacturing economies of scale, and significant overcapacity in the global supply chain.
Data center boom: The explosive growth of AI is fueling a massive increase in demand for electricity to power data centers. Tech giants like Amazon, Microsoft, and Google are major customers for solar power, and this trend is expected to continue.
Fortunately we in Puna still have ways we can personally contribute to a low carbon present, and future:
1) Install solar electric and hot water on your home
2) Buy an EV. I did, 3 years ago. I drive for free off rooftop solar.
3) if you have a retirement fund, invest in low carbon equities. I’ve had First Solar for many years.
4) Grow a garden. Check out the food forest post on Puna Events.
In Puna we can construct a low cost greenhouse with hoops and plastic (yes I know where it comes from, but we’re looking at the big picture, not picking nits). In winter you can grow yer own dinner if you minimize the rain and maximize the sun.
When low IQ BrainWashington DC tries to own the libs, because DEI has been replaced with qualifications based on “how does s/he look on TV?” you can still respond with your environmentally low and high tech smart home.
Short sighted political stunt, but what do long term investors think? Solar stocks continue to rise despite the politicization of watts and volts. So I asked The Google, what gives?
Recent strong performance in solar stocks is driven by a resilient global demand environment, favorable policy developments, and declining costs, despite mixed results in some market segments. The broader market trend for solar is upward, even with short-term volatility.
Global market drivers
Sustained, strong global demand: The global market for solar energy continues to grow, with new installations reaching record levels in 2024. This was led by the Asia-Pacific region, which accounted for 70% of new capacity. The industry is expected to keep expanding in the medium term, driven by electrification and climate goals.
Record-low costs: The levelized cost of energy (LCOE) for utility-scale solar is now one of the lowest of any energy source. This makes solar a highly competitive power generation technology worldwide. Costs have been driven down by technological advances, manufacturing economies of scale, and significant overcapacity in the global supply chain.
Data center boom: The explosive growth of AI is fueling a massive increase in demand for electricity to power data centers. Tech giants like Amazon, Microsoft, and Google are major customers for solar power, and this trend is expected to continue.
Fortunately we in Puna still have ways we can personally contribute to a low carbon present, and future:
1) Install solar electric and hot water on your home
2) Buy an EV. I did, 3 years ago. I drive for free off rooftop solar.
3) if you have a retirement fund, invest in low carbon equities. I’ve had First Solar for many years.
4) Grow a garden. Check out the food forest post on Puna Events.
In Puna we can construct a low cost greenhouse with hoops and plastic (yes I know where it comes from, but we’re looking at the big picture, not picking nits). In winter you can grow yer own dinner if you minimize the rain and maximize the sun.
When low IQ BrainWashington DC tries to own the libs, because DEI has been replaced with qualifications based on “how does s/he look on TV?” you can still respond with your environmentally low and high tech smart home.