Also this is investors complaining about large solar farms while not talking about distributed home solar.

She said some state planning changes and an ongoing review of the National Electricity Market could be causing uncertainty, but that large-scale renewable energy developments were often marginal investments and the underwriting program needed to offer more support for each project that received a contract.

“The structural issues include state planning delays, grid connection uncertainty, transmission constraints, rising project costs and lack of long-term revenue certainty,” he said.

Investors only concern is how they charge people for sunshine. There are parts of Australia where home solar generation just works.

Plenty of other examples are already up and running. Doesn’t take that much money to ask how they already solved the problem.

https://octopus.energy/press/as-wasted-wind-is-set-to-hit-650m-so-far-this-year-octopus-introduces-wasted-wind-ticker-on-homepage-to-highlight-colossal-costs-of-broken-energy-system

Wind curtailment in the UK has cost consumers over £1 billion so far in 2025, primarily due to payments made to wind farms to stop generating electricity when the grid cannot handle the supply. This issue is expected to escalate, potentially reaching £8 billion annually by 2030, as the infrastructure struggles to keep up with renewable energy production.

Much more interesting is what UK doesn’t do with that power. Someone should post that article about curtailment problems and how that jacks up people’s power bills.

At the same time, cheap electricity enables China to manufacture even more solar panels

Neat concept.

Most of the nuclear growth is in China, the WNISR data show, where capacity grew by 3.5 gigawatts in 2024 while solar added 278 GW. “Between 2005 and 2024, there were 104 startups and 101 closures,” the report states. “Of these, 51 startups and none of the closures were in China. Thus, outside China, there has been a net decline by 48 units over the same period.”

Outside China, the report states, “nuclear generation in 2024 remained 363 TWh below the 2006 level, an almost 14% plunge.”

China is the only country with two SMR designs in operation or built, and limited operational data available. Elsewhere, they “remain largely aspirational, as despite rising public and private funding, no Western SMR construction has begun,”

Chinese and Russian governments accounted for 44 of 45 of the world’s reactor construction starts between January 2020 and mid-2025, the WNISR states. China accounted for seven of the nine construction starts in 2024.