Solar generation is compounding at 25-30% a year. If that…
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Solar generation is compounding at 25-30% a year. If that holds, a quarter of global electricity is solar by 2030. What would actually stop it?
Solar PV reached about 9% of global electricity in 2025, double its share four years ago.
My analysis of the state of solar: https://agartha1.substack.com/p/the-data-says-solarpunk-is-winning
Run the math forward: if the 25-30% annual growth rate holds and electricity demand keeps rising around 3% a year, solar should supply roughly a quarter of the world's electricity by 2030.
That sounds aggressive, except the IEA has called that kind of optimism unrealistic every year for two decades, and reality beat them every time.
So the honest question is what stops it. Interconnection queues, storage for the evening peak, permitting, raw materials? I'd like this sub's take on which one slows this exponential down first.
Disclosure: I write for Agartha, a small Solarpunk project. Nothing paywalled, just sharing my research here.
#technology
source
Solar PV reached about 9% of global electricity in 2025, double its share four years ago.
My analysis of the state of solar: https://agartha1.substack.com/p/the-data-says-solarpunk-is-winning
Run the math forward: if the 25-30% annual growth rate holds and electricity demand keeps rising around 3% a year, solar should supply roughly a quarter of the world's electricity by 2030.
That sounds aggressive, except the IEA has called that kind of optimism unrealistic every year for two decades, and reality beat them every time.
So the honest question is what stops it. Interconnection queues, storage for the evening peak, permitting, raw materials? I'd like this sub's take on which one slows this exponential down first.
Disclosure: I write for Agartha, a small Solarpunk project. Nothing paywalled, just sharing my research here.
#technology
source
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