Solar Power
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Tesla has launched the third iteration of its solar roof tile for residential home use, which it officially detailed in a blog post on Friday and in a call with media. Tesla CEO Elon Musk kicked off the call with some explanatory remarks on the V3 Solar Roof, and then took a number of questions. The company says it’ll begin installations in the coming weeks (Musk says some installations have already begun) and that it hopes to ramp production to as many as 1,000 new roofs per week.
Tesla’s solar roof tiles — which are designed to look just like normal roof tiles when installed on a house, while doubling as solar panels to generate power — are something of a work-in-progress. The company is still tinkering with the product three years after announcing the concept, having done trial installations with two different iterations so far. “Versions one and two we were still figuring things out,” said Elon Musk on an earnings call earlier this week, adding that he thinks “version three is finally ready for the big time.”
Tesla’s Solar Roof website now includes a pricing estimator, which lists $42,500 as the total price for the average 2,000 square-foot home, with 10kW solar panels. It also lists $33,950 as the price after an $8,550 federal tax incentive. You can also enter your address and get an updated estimate that takes into account local costs and incentives, and add on any Powerwalls (with three as the default for a 2,000 square-foot roof).
“The solarglass roof is not going to make financial sense for somebody who has a relatively new roof, because this is itself a roof, that has integrated solar power generation,” Musk explained. He went on to note that Tesla has managed with this version three product to achieve a price point that is “less than what the average roof costs, plus the solar panels” that you would add on top of said roof.
“Figuring out how to install it effectively is very non-trivial. And we’re actually going to have […] ‘installathons,’ ” Musk said, which will pit two teams against each other to see who can roof one of two similar-sized/designed roofs faster. Musk reiterated later that there’s “quite a bit of R&D just in the installation process itself.”
Musk also said that while it’s hiring and training specialized installers at first, the plan is to ultimately expand installations to any third-party contractors as well. On the call, he and the Tesla team discussed how they focused on getting the installation time down to where it’s faster than installing traditional shingles, plus solar panels on top of that. Musk added that his ultimate goal is to install the solar glass tiles even faster than comparative shingles. This is a significant change from version two of the solar roof, Musk later said.
“We’re doing installations as fast as we possibly can, starting in the next few weeks,” Musk said about availability, adding that the goal is to “get to 1,000 roofs per week” sometime in “the next several months.”
A report from CNBC from September 2018 found that Tesla still hadn’t performed many actual installations of its solar roof tile, despite the two-year gap between announcement and the date of their investigation, and a January announcement about the initiation of solar roof tile production at Tesla’s Buffalo-based Gigafactory. During the company’s annual general shareholder meeting in June, Musk said that the third iteration of the tile was being worked on, and while he didn’t detail the actual number of installations, he did say that they were in progress in eight different states across the U.S. at that point.
Musk addressed some of the production delays to date, addressing the installation complexity of previous generations, but also citing the Tesla Model 3 production ramp, which he said “really stripped resources from solar for a year or a year-and-a-half.” Now that Model 3 production is in a good place, Musk said that that has unblocked significantly some of the company’s ability to focus on this challenge.
The total addressable market that Musk sees for this product is somewhere on the order of 100 million houses worldwide, and Musk stressed that the company does indeed intend to make this available worldwide.
While at launch there will be only one available look for the Solar Roof, the Tesla CEO also said that the company will roll out additional variants as quickly as it can, including tiles that resemble clay and other alternatives.
The tiles and roof installation carry a warranty of 25 years, which includes their protective weatherization (including 130 MPH wind resistance) and their power generation capability. On balance, the Solar Roof provides more energy generation than a similarly sized roof retrofitted with traditional tiles, though individually, the tile’s power-gathering cells themselves are less energy-efficient than a traditional solar cell. The Solar Roof is better performing, however, because it covers more surface area of a home.
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Imagine a moving tower made of huge cement bricks weighing 35 metric tons. The movement of these massive blocks is powered by wind or solar power plants and is a way to store the energy those plants generate. Software controls the movement of the blocks automatically, responding to changes in power availability across an electric grid to charge and discharge the power that’s being generated.
The development of this technology is the culmination of years of work at Idealab, the Pasadena, Calif.-based startup incubator, and Energy Vault, the company it spun out to commercialize the technology, has just raised $110 million from SoftBank Vision Fund to take its next steps in the world.
Energy storage remains one of the largest obstacles to the large-scale rollout of renewable energy technologies on utility grids, but utilities, development agencies and private companies are investing billions to bring new energy storage capabilities to market as the technology to store energy improves.
The investment in Energy Vault is just one indicator of the massive market that investors see coming as power companies spend billions on renewables and storage. As The Wall Street Journal reported over the weekend, ScottishPower, the U.K.-based utility, is committing to spending $7.2 billion on renewable energy, grid upgrades and storage technologies between 2018 and 2022.
Meanwhile, out in the wilds of Utah, the American subsidiary of Japan’s Mitsubishi Hitachi Power Systems is working on a joint venture that would create the world’s largest clean energy storage facility. That 1 gigawatt storage would go a long way toward providing renewable power to the Western U.S. power grid and is going to be based on compressed air energy storage, large flow batteries, solid oxide fuel cells and renewable hydrogen storage.
“For 20 years, we’ve been reducing carbon emissions of the U.S. power grid using natural gas in combination with renewable power to replace retiring coal-fired power generation. In California and other states in the western United States, which will soon have retired all of their coal-fired power generation, we need the next step in decarbonization. Mixing natural gas and storage, and eventually using 100% renewable storage, is that next step,” said Paul Browning, president and CEO of MHPS Americas.
Energy Vault’s technology could also be used in these kinds of remote locations, according to chief executive Robert Piconi.
Energy Vault’s storage technology certainly isn’t going to be ubiquitous in highly populated areas, but the company’s towers of blocks can work well in remote locations and have a lower cost than chemical storage options, Piconi said.
“What you’re seeing there on some of the battery side is the need in the market for a mobile solution that isn’t tied to topography,” Piconi said. “We obviously aren’t putting these systems in urban areas or the middle of cities.”
For areas that need larger-scale storage that’s a bit more flexible there are storage solutions like Tesla’s new Megapack.
The Megapack comes fully assembled — including battery modules, bi-directional inverters, a thermal management system, an AC breaker and controls — and can store up to 3 megawatt-hours of energy with a 1.5 megawatt inverter capacity.
The Energy Vault storage system is made for much, much larger storage capacity. Each tower can store between 20 and 80 megawatt hours at a cost of 6 cents per kilowatt hour (on a levelized cost basis), according to Piconi.
The first facility that Energy Vault is developing is a 35 megawatt-hour system in Northern Italy, and there are other undisclosed contracts with an undisclosed number of customers on four continents, according to the company.
One place where Piconi sees particular applicability for Energy Vault’s technology is around desalination plants in places like sub-Saharan Africa or desert areas.
Backing Energy Vault’s new storage technology are a clutch of investors, including Neotribe Ventures, Cemex Ventures, Idealab and SoftBank.
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Toyota is testing a new and improved version of the solar power cells it previously launched on the Japan-exclusive Prius PHV, in a pilot along with partners Sharp and Japanese national research organization NEDO. This demo car’s prototype cells can convert solar energy at 34% and up, which is much better than the existing commercial version’s 22.5%. And, unlike its predecessor, it also can charge the car’s driving battery while the car is actually moving, recouping significant range while the vehicle is in use.
The new system will provide up to 44.5 km (27.7 miles) of additional range per day while parked and soaking up sun, and can add up to 56.3 km (35 miles) of power to both the driving system and the auxiliary power battery on board, which runs the AC, navigation and more.
Using a redesigned solar battery cell film that measures only 0.03 mm (that’s 0.001 inches), the vehicle’s engineers could put the film over a much broader surface area of the vehicle compared to the existing production version, with solar cells that wrap around covered body components, the rear door and the hood with relative ease. And as mentioned, the system can now work while the car is actually driving, thanks to changes in how generated power is fed to the system, which is a huge step up from the last generation, which could only push power to that auxiliary battery to run the radio, etc. when in motion.
This new test vehicle will hit the road in Japan in late July, and perform trials across a range of different regions to test its abilities in different weather and driving conditions. Ultimately, the goal is to use this research to facilitate the commercial deployment of more efficient solar power generation tech that can work in a number of transportation applications.
Solar-powered cars to date have been a bit of an outlier proposition: There’s Toyota’s own Prius PHV, but it’s quite limited in terms of what you gain versus a traditional plug-in electric. Lightyear One, a startup from The Netherlands, unveiled its own solar electric consumer car last month, but production on that vehicle isn’t set to start until 2021, and it’s a new entrant into the market, at that.
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Tesla is currently installing its solar roof product in eight states, according to Elon Musk, speaking at the Tesla Annual Shareholder Meeting on Tuesday. The solar roof-tile project has had a relatively long genesis since being unveiled three years ago, in 2016.
In 2017, the company claimed its first-ever installations of the Tesla solar roof, after opening up orders for the product in the second quarter of that year. Musk noted during the company’s Q2 2017 earnings call that both himself and Tesla CTO JB Straubel had the tiles installed and operating on their homes.
The company also announced last year that it had entered into a partnership with Home Depot to sell its solar panels, along with its PowerWall home battery, but that was about its traditional panels specifically, not the new tile product. The tiles are designed to look like high-quality home tiles people use currently, with integrated solar panels that are not easily identified from ground level, in order to provide a more aesthetically pleasing solution.
In addition to having installations run in eight states, Musk said the solar roof product is currently on version three, and that this version is very exciting to him because it offers a chance of being at cost parity with an equivalent entry-level cheap traditional tile, when you include the cost of utilities you’d be saving by generating your own power instead.
Regarding timelines for wider rollout of the solar roof products at the costs he anticipates, his own words probably say it best: “I’m sometimes a little optimistic about time frames — it’s time you knew,” he joked at the meeting.
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Even as its solar business declined in step with its overall earnings, Tesla is bullish on the prospects for the energy side of its business over the course of the year.
The energy business is an unheralded part of Tesla — overshadowed by its headline-grabbing (and much larger) auto exploits — that chief executive Elon Musk thinks will generate an increasing share of revenue for the company over time.
Revenues from its solar power and energy storage business fell by 13 percent from the fourth quarter 2018 and 21 percent from a year ago period, down to $324.7 million from $371.5 million in the fourth quarter of 2018 and $410 million in the year ago quarter.
Solar energy deployments fell from 73 megawatts to 47 megawatts from the fourth to the first quarter, the company said. Those figures were offset by a slight increase in solar deployments.
The company actually introduced a new financing and purchasing model for solar installations in the second quarter — saying in its shareholder letter that residential solar customers can buy directly from the Tesla website, in standardized capacity increments.
“We aim to put customers in a position of cash generation after deployment with only a $99 deposit upfront. That way, there should be no reason for anyone not to have solar generation on their roof,” Musk and chief financial officer Zachary Kirkhorn wrote in the shareholder letter.
Tesla’s battery storage business was hit as the company shifted units from energy storage to installation in its own vehicles.
“Energy storage production in the second half of 2018 was limited by cell production as we routed all available Gigafactory 1 cell capacity to supply Model 3,” the company wrote in its letter. “Some Gigafactory 1 cell production has been routed back to the energy storage business, enabling us to increase production in Q1 by roughly 30% compared to the previous quarter.”
And Musk thinks that the energy business will grow significantly over the course of the year. “We hope that growth rate will continue and battery storage will become a bigger and bigger percentage over time,” Musk said on an analyst call following the earnings release. Potentially, Tesla thinks its energy business could grow by as much as 300 percent, Musk said.
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The clean energy boffins in their labs are always upping the theoretical limit on how much power you can get out of sunshine, but us plebes actually installing solar cells are stuck with years-old tech that’s not half as good as what they’re seeing. This new design from Insolight could be the one that changes all that.
Insolight is a spinoff from the École Polytechnique Fédérale de Lausanne, where they’ve been working on this new approach for a few years — and it’s almost ready to hit your roof.
Usually solar cells collect sunlight on their entire surface, converting it to electricity at perhaps 15-19 percent efficiency — meaning about 85 percent of the energy is lost in the process. There are more efficient cells out there, but they’re generally expensive and special-purpose, or use some exotic material.
One place people tend to spare no expense, however, is in space. Solar cells on many satellites are more efficient but, predictably, not cheap. But that’s not a problem if you only use just a tiny amount of them and concentrate the sunlight on those; that’s the Insolight insight.
Small but very high-efficiency cells are laid down on a grid, and above that is placed a honeycomb-like lens array that takes light and bends it into a narrow beam concentrated only on the tiny cells. As the sun moves, the cell layer moves ever so slightly, keeping the beams on target. They’ve achieved as high as 37 percent efficiency in tests, and 30 percent in consumer-oriented designs. That means half again or twice the power from the same area as ordinary panels.
Certainly this adds a layer or two of complexity to the current mass-manufactured arrays that are “good enough” but far from state of the art. But the resulting panels aren’t much different in size or shape, and don’t require special placement or hardware, such as a concentrator or special platform. And a recently completed pilot test on an EPFL roof was passed with flying colors.
“Our panels were hooked up to the grid and monitored continually. They kept working without a hitch through heat waves, storms and winter weather,” said Mathiu Ackermann, the company’s CTO, in an EPFL news release. “This hybrid approach is particularly effective when it’s cloudy and the sunlight is less concentrated, since it can keep generating power even under diffuse light rays.”
The company is now in talks with solar panel manufacturers, whom they are no doubt trying to convince that it’s not that hard to integrate this tech with their existing manufacturing lines — “a few additional steps during the assembly stage,” said Ackermann. Expect Insolight panels to hit the market in 2022 — yeah, it’s still a ways off, but maybe by then we’ll all have electric cars too and this will seem like an even better deal.
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The Green New Deal has burst onto the American stage, spurring more conversation about – and aspiration for – ambitious climate policy than at any point in at least a decade.
I’m glad to see it. Suddenly, climate is on the agenda, and ambitions for climate policy are higher than perhaps at any point in US history.
The Green New Deal is a resolution right now. It’s a statement of intent. It hasn’t yet progressed to the point of detailed policy proposals or legislation, which means now is the time to help craft its details.
For the last decade I’ve written about and publicly spoken about innovation in clean technology and ways to address climate change. I’ve helped to lead a climate-fighting citizen ballot initiative in my home state of Washington, invested in clean energy startups, and advised on climate and clean energy policies of other nations.
In that time, my views on what sort of climate policies have the most impact and have the greatest chances of winning over voters have changed. Policies that I thought were foolish a decade ago have revealed themselves to have been farsighted and effective. Policies I thought were powerful and elegant have, on closer inspection, revealed themselves to be far less effective than I believed. And the history of climate and energy legislation and attitudes in the US has demonstrated a path to getting new and more ambitious policies passed.
What I’ve learned over time is that good climate policy has 3 key traits:
All of that is compatible with a Green New Deal. Here’s what it could look like.
The conventional wisdom on climate policy is straightforward. Every nation uses its policies to reduce its own emissions. This conventional wisdom is wrong. Carbon dioxide doesn’t honor national boundaries. Climate change is global. And the best climate policies have a global impact as well.
The US, overwhelmingly, is the country most responsible for climate change. The carbon dioxide and other greenhouse gases we’ve emitted over the past decades are largely still in the atmosphere, still warming the planet. The world’s present and future emissions, though, are increasingly elsewhere. The US now accounts for just 15% of the world’s annual greenhouse gas emissions from fossil fuels. And because the developing world is rising in energy consumption far faster than the US, American emissions will be an ever-smaller share each year.

That means that, despite the fact that the US is the largest overall contributor to climate change thus far, the US could completely eliminate its carbon emissions and barely affect the future course of climate.
This means we need a different strategy. It’s not enough to eliminate the US’s carbon emissions alone. Our goal has to be to drive down the whole world’s emissions.
The Most Effective Climate Policy in the World
How can the US drive down the emissions of other countries? We can do it by making clean technologies irresistible to the entire world. And there we can take a lesson from the most effective climate policy of all time – Germany’s early subsidies of solar and wind.
Solar panels and electricity-producing wind farms have been around for decades. Yet, for most of that time, they’ve been a far more expensive way to produce electricity than burning coal or natural gas. Germany changed that. Starting in 2010, Germany’s Energiewende legislation heavily subsidized solar and wind. That, in turn, drove utilities and home owners and corporations to purchase solar and wind. And that, in turn, made the technology cheaper. As prices fell, other nations – first European nations, then the US, and then China – jumped into the fray, enacting more ambitious policies that further brought down the price of solar and wind (and now batteries and electric cars).
Why did subsidies bring down the price of technology? Because industry scale leads to industry learning and innovation, and that, in turn, leads to lower cost ways to manufacture, deploy, and manage new technologies. We’ve seen this for a century. Almost all technologies improve via Wright’s Law, often referred to as the learning curve or the experience curve. In the late 1930s, Theodore Paul Wright, an aeronautical engineer, observed that every doubling of production of US aircraft brought down prices by 13%. Since then, a similar effect has been found in nearly every technology area, going back to the Ford Model T.

Electricity from solar power, meanwhile, drops in cost by 25-30% for every doubling in scale. Battery costs drop around 20-30% per doubling of scale. Wind power costs drop by 15-20% for every doubling. Scale leads to learning, and learning leads to lower costs.
Germany began subsidizing solar and wind when they were extremely small scale industries, and their costs were quite high. Those subsidies drove German utilities, businesses, and home owners to purchase clean energy. That created a market. That, in turn, led solar and wind manufacturers to leap into the market, competing ruthlessly against one another to bring down their prices faster, offering the best product at the best price to customers.
By scaling the clean energy industries, Germany lowered the price of solar and wind for everyone, worldwide, forever.
The International Renewable Energy Agency finds that, between 2010 and 2019, the price of solar power, worldwide, has dropped by more than a factor of 5. The price of offshore wind power has dropped by a factor of three.

In just the past decade, solar power has gone from being uneconomical anywhere on earth without subsidies, to being cheaper than any fossil fuel electricity in the sunniest parts of the world. Building new solar is now cheaper than building new fossil fuel electricity plants in India, Chile, Mexico, Spain, and in sunny US states like Arizona, Nevada, Colorado, and Texas.
And because, in general, businesses, utilities, and consumers all around the world will deploy the cheapest energy they can, solar is now the fastest growing energy source around the world.
Happy? Good. Thank policy makers in Germany, and the US, and China – all of whom took action to bootstrap markets for solar and wind before they were cost-competitive.
The lesson for US climate policy is clear: The biggest impact we can have is by driving down the cost of technologies that reduce carbon emissions, to the point that clean technologies are cheapest way to provide the energy, food, and transportation that everyone around the world desires, and then spreading those technologies to the world. That means a mix of early-stage government R&D, government incentives to scale deployment in the private sector, and a very healthy dollop of private sector competition.

1 – As solar volume has grown, prices have dropped, leading to more growth.
Would the Green New Deal drive down the cost of clean technologies in a way that scales to the rest of the world? The current resolution is vague on exactly how the rapid decarbonization in the US would happen. One reason for concern is that the now-retracted Green New Deal FAQ released by Representative Alexandria Ocasio-Cortez specifically dismissed the idea that the private sector – even with government incentives – could pull off this decarbonization, and explicitly says that “Merely incentivizing the private sector doesn’t work”.
I agree in one sense – basic government R&D is a high-value investment, especially when the technologies we need to invent don’t even exist yet. The government has a vital role to play. At the same time, the incredible, unprecedented decline in cost of solar power, wind power, batteries, and electric cars has happened both because of early government R&D, and because private sector companies, incentivized by governments, have brought these technologies to market and been forced to compete with one another to provide the best technology at the lowest price. Ignoring this is to ignore what brought us the very best progress we’ve seen in cleaning up the way we produce energy.
The FAQ I reference has been retracted. The Green New Deal hasn’t yet become a detailed roadmap or legislation. As it does, I urge you, Green New Deal legislators and architects: Craft policies that create incentives to build and deploy clean technologies. Then use the market for what it’s good at: fierce competition that delivers ever-better products at ever-lower prices.
The Green New Deal resolution is really quite comprehensive. It touches on almost every source of US emissions.
Even so, there’s a tendency for climate and energy wonks – and legislators – to focus on electricity and cars when discussing climate policy.
Electricity and cars aren’t our hardest problems. They’re both big chunks of our carbon emissions, yes. And they both need more policy to drive them home. (More on that down below.) They’re also the areas where we’ve made the most progress, with incredible declines in the price of clean electricity and electric vehicles that put us at the edge of a tipping point. We aren’t over the hump yet, but the solutions are here – and if we continue to push them with policy, we can decarbonize electricity and cars.
Our hardest climate problems – the ones that are both large and lack obvious solutions – are agriculture (and deforestation – its major side effect) and industry. Together these are 45% of global carbon emissions. And solutions are scarce.
Agriculture and land use account for 24% of all human emissions. That’s nearly as much as electricity, and twice as much all the world’s passenger cars combined.
Industry – steel, cement, and manufacturing – account for 21% of human emissions – one and a half times as much as all the world’s cars, trucks, ships, trains, and planes combined.
Add industry, agriculture, and land use together and you have a very sticky, very difficult-to-improve 45% of carbon emissions.
By contrast, electricity and transportation are 39% of global emissions – nearly as big. The good news is that in electricity and transportation, we have momentum.
We do NOT have momentum in reducing the carbon emissions of industry and agriculture.
Decarbonizing Agriculture and Industry
The Green New Deal does, happily, mention these sectors. In agriculture, though, it avoids the biggest chunk of the problem: Livestock.
Livestock around the world – specifically cows, pigs, and other mammals – consume a tremendous amount of the world’s agriculture output. They drive the bulk of the deforestation around the world (which itself releases carbon into the atmosphere, and reduces forest land that could absorb carbon instead). And cows and pigs belch methane – a greenhouse gas that’s causes tremendously more warming than CO2 – about 100 times more in the first year, and 30 times more over the course of a century. Livestock in total produce about 15% of the world’s carbon emissions, as much as all transportation on land, air, and sea combined.
And the world’s appetite for meat is rapidly growing, with consumption expected to double in the next 40 or so years.

Cows should scare you more than coal.
In industry, meanwhile, steel and cement production both remain incredibly carbon intensive. We’ve learned to recycle steel using electricity, but making new steel from ore still involves the use of a tremendous amount of coal. (Theoretical ways to make steel without coal exist, but aren’t expected to be commercially viable for another 20 years.) We’re closer to technologies that could make cement without carbon emissions, but those technologies are still young, expensive, and haven’t been deployed to any significant degree. And the rest of industry – from manufacturing finished goods to making petrochemical products like plastics and lubricants – remains extremely carbon intensive.
These two sectors – agriculture and industry – are on path to be the two largest sources of carbon emissions in the world. And they’re the ones we have the fewest and least developed solutions for. The Green New Deal – or any serious climate policy – ought to focus first and foremost on R&D to develop methods for clean agriculture and clean construction and manufacturing; and then on incentives to deploy those clean methods, which will initially be extremely expensive, until they hit the scale to compete directly with dirty methods on cost alone.
What would a climate policy for agriculture and industry look like? Let’s take a page from energy, where we have a one-two punch: 1) Agencies like the Department of Energy’s Advanced Research Projects Agency for Energy, ARPA-E, that funds early stage energy science and technology R&D; and 2) A breadth of state and national subsidies and incentives that help those technologies reach higher scale and lower costs.
This one-two punch first invents technology (ARPA-E is modeled after the original ARPA, which created the foundations of the internet, originally called ARPANET), and then scales technology to the point that the new clean technology is cheaper than the alternatives.
We can use that one-two punch in agriculture and industry, by creating:
In several of these areas some options exist today, but a need for more innovation and more fundamental research – that the federal government is uniquely equipped to fund – still exists.

2-ARPA-I would fund research to decarbonize industry, starting with the largest industrial sources – steel, cement, and petrochemicals.
As with solar and wind in Germany, scaling use of these methods in industry would bring their prices down, with a target of beating the price of existing, carbon-heavy methods.
All of the above is compatible with Green New Deal language. It’s just a matter of emphasis. We need to double down on these two areas – agriculture and industry – that are soon to be the largest sources of global carbon emissions, and the ones we have the least progress in solving.
Perhaps the most important question about the Green New Deal is this – what can we actually pass?
The Green New Deal has already moved the Overton window, by elevating the conversation about climate. At the state level, in progressive states like California and New York, Democrats have solid majorities and could pass large parts of the Green New Deal that are applicable at a state level. As I argued just after Donald Trump’s election, the States are where we can most effectively push for climate action.
What about at the Federal level? Maybe the Green New Deal, by motivating the base, will lead to more electoral victories for Democrats in 2020. Or maybe it will hurt in red states like Alabama, where Democrats are defending a Senate seat. It’s far too early to say.
Democrats don’t have any chance of reaching 60 Senate seats in 2020. They do have the option, if they win a majority and the Presidency, of eliminating the legislative filibuster (using the so-called “nuclear option”), in which case a simple majority of the House and Senate could pass as much of the Green New Deal as Democrats could achieve consensus on, without the need for any Republican legislators.
What if none of the above occurs? What if Democrats don’t get a Senate majority at all? Or do get a majority, but are unwilling to eliminate the legislative filibuster? Could any parts of the Green New Deal pass with some Republican support?
Bipartisan Climate Policy is Possible. In Fact, It’s Here Now
Yes. Recent history shows that, while climate is a highly divisive issue in the US, clean energy and innovation have massive support on both sides of the aisle.
Consider the following:
Wait. Don’t Republicans hate clean energy?
Nope. Not at all. Americans on both sides of the aisle love solar and wind. Solar is the most popular energy source in the US, with 76% of Americans saying that their utility should get more energy from solar. Wind is a close second, at 71%. The third choice, natural gas, is 24 points behind solar, at 52%. And a meager 30% of Americans want more coal.

It helps that clean energy is literally everywhere in America. Solar and wind have been built out in every state. Wind power, especially, is booming in rural districts in red states. Representatives from these districts, and Republican Senators from red states like Iowa and Texas that have deployed a tremendous amount of solar and wind, have every reason to support policies that benefit clean energy.

What’s more, Americans – on both sides of the aisle – wildly support research into new technologies that can improve their lives. A whopping 85% of Americans support funding more research into renewable energy sources. Ready for the real shocker? Solid majorities in virtually every county and every congressional district in the US support more funding of research into clean energy.
Nearly as many Americans – 82% – support tax breaks for Americans who purchase energy-efficient vehicles or solar panels. And again, the support isn’t limited to blue states or blue districts. It’s overwhelmingly national.

So Americans don’t just love innovation and R&D spending. They also support incentives to deploy clean technology faster. And, in fact, those two policy levers – more research funding, and incentives to deploy clean technology – get both the most support in poll after poll, the most bipartisan support, and the most geographically consistent support. If you want a policy proposal that that will work in red or purple states, or that can win over some Republican Senators and Representatives, clean technology research and clean technology deployment incentives are the two most likely to garner support.
What Bipartisan Policy Would Look Like
If Democrats do get both the White House a filibuster-proof congressional majority – one way or another – and get enough internal consensus, they can drive forward whatever GND policy they wish. Right now, that seems unlikely to me.
In the event that we have a Congress without that filibuster-proof majority, or with enough moderate democrats who balk at the entirety of the Green New Deal, there are still extremely effective climate policies that Congress can put in place.
First, in industry and agriculture, the four policies we mentioned already:
Those policies in agriculture and industry have an excellent chance of getting bipartisan support. They follow a pattern of Americans being willing to invest in new science and technology R&D. And, because they benefit industrial and agricultural states and districts, by giving carrots for deploying clean industry and clean agriculture, they’re a benefit to politicians from those – often red – states that have the greatest concentration of farms and factories. That’s the exact opposite of a policy that penalized farmers or factories for their carbon emissions. You’d have a hard time getting much bipartisan support for that. Make the policy an incentive that helps farms and industry thrive, and helps them get an edge over their global competitors, and the politics completely change.
In electricity, transportation, and buildings, there are also policies – some of them counter-intuitive – that would accelerate us towards a clean future :

3- A nation-sized grid increases the amount of energy we can use from solar and wind, and reduces the overall cost. Source – Nature Climate Change
Long-range transmission is also remarkably efficient and low cost. High-voltage DC transmission lines can send power 2,000 miles with only 10% losses and a small additional cost. That means solar power plants in Texas could be powering New York City…an hour after the sun has gone down in New York. China understands this, and is building the world’s largest high voltage power grid, moving power from the sunniest and windiest areas in the west to the coastal population centers 3,000 km (1,860 miles) east. In the US, meanwhile, it’s nearly impossible to build new long-range transmission – largely because of NIMBY. Congress should make it easier to get the necessary permissions to build transmission, paving the way for a grid with more and cheaper clean energy.
4- China’s Ultra High Voltage Grid moves clean energy 2,000 miles from the sunny and windy interior to the population centers on the eastern coast. The US has nothing similar.

5-29 US States have Renewable Portfolio Standards
The solution is for Congress to mandate a Renewable Portfolio Standard nationally, dragging the laggard states up to the standard of the rest. How high should that mandate be? The Green New Deal goal of 100% carbon free electricity by 2030 is incredibly ambitious. And it pushes us into the unknown. Beyond 70 or 80 or 90% of electricity from renewables, integration becomes increasingly difficult as periods of bad weather nation-wide cause serious problems. The technical challenges there can be overcome – perhaps through nuclear, or next-generation carbon-capturing natural-gas plants, or long-term energy storage technologies (which are being funded by ARPA-E).
Those challenges are still real enough that even a clean energy optimist like me gets nervous. A goal of 50% of electricity from carbon free sources in every state by 2030, then 80% by 2040, and 100% by 2050 would be in-line with what scientific models say we need to achieve in order to stay below 1.5 degrees Celsius of warming. And by scaling both clean energy and the technology to integrate it to high percentages of the total grid, it would drive those technologies down in price for the rest of the world, and pave the way for cleaner grids everywhere.
First, for individually owned vehicles, Congress should improve the federal electric vehicle tax credit. Today’s $7,500 federal tax credit is capped at 200,000 electric vehicles per manufacturer. That’s an absurdly low number in a country that has 260 million cars on the road. General Motors CEO Mary Barra recently called for the cap to be removed. Congress ought to put electric vehicles on the same footing as solar, wind, and batteries: A 30% tax credit – like the solar ITC – with no limit on the number of vehicles its applied to would be simple, clear, and consistent. For individuals buying their own vehicles, that tax credit ought to be structured so it can be taken off the purchase price of the vehicle directly, rather than waiting for tax season.
Second, the same tax credit ought to apply to fleet operators who buy or build electric vehicles to offer rides to consumers. While the pace at which consumers buy new cars is slow, the pace at which they switch miles of transport can be far faster, as they switch some of their travel to fleets like Uber, Lyft, and whatever comes after. Those fleets, today, are mostly gasoline engine vehicles of hybrids. As electric vehicles increasingly become the cheapest per mile, those app-based transport fleets will go electric. And a typical taxi drives 70,000 miles a year, or roughly 4 times the 13,500 miles per year of a typical individually-owned car. That means each electric vehicle deployed as a taxi can have the impact of four individually owned vehicles.
Finally, Congress ought to accelerate the deployment of autonomous cars on the nation’s roads. Why? Because an autonomous vehicle, by taking out the cost of the driver, can cut the cost per mile by half. Some calculations show that an autonomous electric taxi, by 2025, could cost 35 cents per mile. That’s 1/10th of what a taxi costs, 1/5th of what a Lyft or UberX costs today, and half the cost of owning and operating your own car. That lower cost would cause even more rapid switching to electric transport fleets, as currently-owned gasoline vehicles increasingly sat unused, or saved for long-distance trips or other scenarios. Some studies find that, even at twice that price, as much as 40% of miles driven would switch to these electric fleets.

6 – Autonomous Electric Taxis could be half the cost per mile of owning and operating a gasoline car – if autonomous vehicles arrive.
Getting to those costs absolutely depends on autonomy. Today, however, autonomous driving is regulated by a hodge-podge of different laws at the State level. Congress should step in and act to standardize safety testing, unify laws between states, and accelerate the deployment of safe, cheap, efficient, electric autonomous taxi services. Congress almost did so in 2018. It’s time to try again.
These three actions would both accelerate the deployment of electric vehicles in the US, and drive innovation in a sector where US companies are currently in the lead, and where they could be global leaders in trillion-dollar industries for decades to come.

7 – Electric vehicles with smart chargers could charge when solar and wind are most abundant on the grid, increasing the amount of renewable energy we can use.
Wait, but what about?
So I didn’t list your favorite technology, policy, or issue? Here:

8 – The cheapest ways to capture carbon are on the bottom of this chart – in soils and forests.
What About Climate Justice?
The Green New Deal advances a plan to fight climate change and to ensure that we do so through a just transition. Here, I think a few principles clearly apply.
All of that is fully in alignment with the Green New Deal resolution. The GND goes further, though, making the case for universal healthcare, universal higher education, universal housing, a job guarantee for all people in the United States, strengthening unions, reducing discrimination in the workplace, respect for Native American rights and sovereignty, and stopping the transfer of jobs overseas.
Many of those policies are ones I support, or at least where I support the motivations behind them. Yet I am not at all certain those policies should be coupled with climate action. Coupling a long list of liberal priorities with climate action would seem to make it harder to get the bipartisan support we’ll probably need to enact these climate policies. That said, the Green New Deal resolution is a high level map, not a specific bill. The original New Deal wasn’t one piece of legislation – it was made up of more than 30 separate bills. Democrats should approach the Green New Deal the same way. They ought to embrace the idea that the overall effort may take multiple years and multiple Congresses to enact, and that it’s perfectly acceptable to support some parts of the Green New Deal and not others. They ought to embrace alliances and assistance – including bipartisan alliances – to pass parts of the Green New Deal where they can.
(Photo by Ira L. Black/Corbis via Getty Images)
Climate Action is the Ultimate Climate Justice
Even more importantly, though, acting on climate change itself creates a more just world. Climate change is a slow, insidious, and massive threat to human well-being. It’s also profoundly unjust. Americans may only emit 15% of carbon emissions today, but all the CO2 we’ve emitted in the past will linger in the atmosphere for roughly a century from when it was released. Add up all the carbon the US has emitted over time, and the US remains the largest cumulative emitter of greenhouse gases on the planet. We Americans are more responsible for climate change than any other nation, even those with many times our population.
Meanwhile, two billion people live in countries that have emitted the least carbon dioxide over history – the poorest countries on planet earth – which are also the countries where people are likely to suffer the most from climate change. Climate change itself is a deep inequity. The most just thing we can do is to address climate change as rapidly as possible, and to produce and spread the tools that also boost climate resilience around the developing world. Indeed, most of the benefits of fighting climate change don’t go to Americans at all. Americans do benefit. But the largest benefits of fighting climate change go to the billions around the world who have the fewest resources and who live in the nations with the greatest vulnerability.
Lower income Americans also stand to suffer more from climate change than do wealthier Americans. A lower-income American in Detroit isn’t as vulnerable as a subsistence farmer in Botswana – not by a long shot. At the same time, it’s hard to deny that Katrina, for example, hit the poor of New Orleans harder than it did the rich. Wealthier Americans can relocate more easily, can pay energy bills more easily, can rebuild from climate disasters more easily. And here again, the most just thing we can do is to act on climate, as rapidly as possible.
Should we find ways to use the fight against climate change to also address the long history of inequality and injustice, and the differences in wealth and income that exist in the US? If so, should we stop there? Climate change is global. Carbon emissions and the harm they cause know no national borders. The harm of American (and European, and more recently Chinese) carbon emissions will fall most heavily on the poor of the developing world. Should climate policy aim to decarbonize the world as rapidly as possible? Or should it aim to decarbonize and address other global ills?
For me, the answer is clear. Climate change itself is so unjust, so lopsided in who has benefited from burning fossil fuels and who will suffer the most from that combustion, that addressing climate change is, itself, to help undo an injustice – one that threatens billions of people around the world.
Let’s tackle all the world’s other problems too. As we do so, let’s keep in mind that addressing climate change, even if we don’t succeed at everything else, is a major, vital, and necessary step towards a more just world.
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Solar installations are becoming a no-brainer for anyone with a roof in much of the country. But getting an estimate on how much it would cost and how much juice it would generate can be complicated and time-consuming. Aurora Solar has made an automated process for doing this, and attracted $20 million in funding as a result.
A big part of the uncertainty anyone has about getting solar installed is the upfront cost and return on investment. An on-site visit may cost hundreds, or thousands for a commercial property, or that cost may be rolled up into the overall charge. But why send someone out when all the data you need can be acquired in bulk from the air?
Aurora uses lidar data for this — but not the kind of lidar where you have to fly a drone with the instrument over the house. That would hardly be less expensive and time-consuming than a normal visit. Instead they use lidar collected by small aircraft making low-altitude passes over the city.
The resulting data (you can see it above) produces detailed 3D models of the terrain and all the buildings on it; the exact size and slope of a roof can be determined with high precision. It’s actually similar in a way to how archaeologists used it to map out an ancient Mayan metropolis.
There are some programs and services out there that do virtual site visits, but many just estimate your roof area and orientation by looking at satellite imagery. That’s good for a basic estimate, but Aurora uses multiple sources of data to create a detailed 3D map of your roof, and it’s proud of its results.
“From the get-go, we have been very ambitious about the way we address the problem, probably since we faced the same issues our clients face ourselves,” said co-founder Christopher Hopper in an email to TechCrunch. That would have been in 2012, when he and co-founder Samuel Adeyemo experienced significant friction with a solar install in East Africa. The installation itself was a snap, they found, but the planning and design of the system took months.
“Aurora pioneered the concept of ‘remote site visits,’ which enables solar installers to precisely calculate how many solar panels fit on a property, and how much energy they produce without traveling to the site,” Hopper said. “We have a large dataset of LIDAR data pre-loaded in the application that’s accessible to our users. We estimate that that covers about 2/3 of the US population.”
This and other data lets Aurora create a detailed CAD model of the building in just a few minutes, and generate a basic plan for solar cell placement as well that accounts for slope, exposure, and any shade-producing obstacles like chimneys or trees nearby. (Shade reports are usually done in person, and are necessary to receive certain rebates.)
From there users can go straight into the sales and financing process, even including line diagrams for the electrical system you’ll be building. And theoretically it could all take less than an hour, which is probably how much time you’d spend on the phone trying to get a local solar installer to come out.
The A round was led by Energize Ventures, whose managing director Amy Francetic will be joining the board, with S28 and seed investor Pear also contributing.
Once nice thing about companies relying on data and automation: they scale well. So Aurora won’t need to buy a thousand new trucks to get its next few thousand customers — it needs to hire engineers, sales and support people, which is exactly what it plans to do.
“We expect to expand all of the functions in our organization,” said Hopper. “We are particularly excited about all of the things we can do on the product side and in customer success. And finally, this funding means that we are here to stay. For companies [i.e. Aurora’s clients] that rely on a software provider for their day-to-day operations this is an important factor.”
Adeyemo notes in the press release announcing the funding that “the solar professional” is the “fastest growing occupation in the U.S.” Hopefully making things easier for the customer will keep it that way for a while.
Disclosure: Former TechCruncher Rahul Nihalani now works for Aurora. Rahul’s great, but this does not affect our coverage.
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Renewable energy is the future, but at present no one is tracking just who’s got solar panels on their roof, in their back yard, or a shared neighborhood installation. Fortunately, solar panels generally work best when exposed to the light. That makes them easy to spot, and count, from orbit — which is just what the DeepSolar project is doing.
There are a number of initiatives for collecting this information — some regulated, some voluntary, some automated. But none of them is comprehensive enough or accurate enough to base policy or business decisions on at a national or state level.
Stanford engineers (mechanical and civil, respectively) Arun Majumdar and Ram Rajagopal decided to remedy this with what seems like, in retrospect, rather an obvious solution.
Machine learning systems are great at looking at images and finding objects they’ve been “trained” to recognize, whether it’s cats, faces, or cars… so why not solar panels?
Their team, including grad students Jiafan Yu and Zhecheng Wang, put together an image recognition machine learning agent trained on hundreds of thousands of satellite images. The model learns both to identify the presence of solar panels in an image, and to find the shape and area of those panels.
Having evaluated the model on nearly a hundred thousand other randomly sampled satellite images of the U.S., they found they achieved an accuracy of about 90 percent (slightly more or less depending on how it’s measured), which is well ahead of other models, and it estimated cell size with only about a 3 percent error. (Its main weakness is very small installations, Rajagopal told me, but this is partially due to the limits of the imagery.)
The team then put the model to work chewing through over a billion image tiles covering as much of the lower 48 states as they could find suitable imagery for. That excludes quite a bit of area, but consider that much of that is, for example, mountains. Not a lot of solar installations there, and few people are trying to put up cells in national parks.
All in all it’s about 6 percent of the actual country — but Rajagopal pointed out that urban areas comprise only about 3.5 percent, so this covers all of them and more. He estimated that perhaps perhaps 5 percent of installations are in the areas the system has yet to process (but is working on).
Scanning took a whole month, but at the end the model had found 1.47 million individual solar installations (which could be a few panels on a roof or a whole solar farm). That’s many more than have been counted by other efforts, and the most successful of those didn’t come with the exact location, as DeepSolar’s data does.
Basic plotting of this data produces all kinds of interesting new info. You can compare solar installation density at the state, county, census tract, or even square mile level and compare that to all kinds of other metrics — average sunny days per year, household income, voting preference, and so on.
A couple interesting findings: Only 4 percent of all census tracts (roughly 3,000 out of 75,000) had more than 100 residential-scale solar systems, meaning installations are highly concentrated. Residential solar made up 87 percent of the total installation count, but with a median size of around 25 square meters, only 34 percent of the total solar cell surface area.
Peak deployment density can be found where there are about a thousand people per square mile — think a small town or suburb, not a major city. And there’s a sort of inflection point at which people start installing: when an area receives more than 4.5 kWh per square meter per day of solar radiation. How that corresponds to weather, location, exposure and so on is a more complicated question.
This and other demographics are all good information to know if you want to invest in solar, since they basically tell you where it’s justified or needed.
“We have created and released a website where you can play with the data at the aggregated level (we are keeping it at census tract level) to respect the privacy of consumers,” Rajagopal said. “We are exploring how to make individual detections public while respecting privacy (perhaps by encouraging public participation and crowdsourcing).”
“We decided to share all of the work in open source to encourage others in industry and academia to utilize both the method as well as the data to produce more insights. We feel that changes need to happen fast, and this is one of the ways to aid in that. Perhaps in the future, services can be built around this type of data,” he continued.
Plans are underway to expand the service to the rest of the U.S. and other countries as well. The data is available to peruse here, or here as a map; the team’s paper describing the project was published today in the journal Joule.
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The simplest needs are often the most vital: power and clean water will get you a long way. But in rural areas of developing countries they can both be hard to come by. OffGridBox is attempting to provide both, sustainably and profitably, while meeting humanitarian and ecological goals at the same time. The company just raised $1.6 million to pursue its lofty agenda.
The idea is fairly simple, though naturally rather difficult to engineer: Use solar power to provide to a small community both electricity (in the form of charged batteries) and potable water. It’s not easy, and it’s not autonomous — but that’s by design.
I met two of the OffGridBox crew, founder and CEO Emiliano Cecchini and U.S. director Troy Billett, much earlier this year at CES in Las Vegas, where they were being honored by Not Impossible, alongside the brilliant BecDot braille learning toy. The team had a lot of irons in the fire, but now are ready to announce their seed round and progress in deploying what could be a life-saving innovation.
They’ve installed 38 boxes so far, some at their own expense and others with the help of backers. Each is about the size of a small shed — a section of a shipping container, with a scaffold on top to attach the solar cells. Inside are the necessary components for storing electricity and distributing it to dozens of rechargeable batteries and lights at a time, plus a water reservoir and purifier.
Water from a nearby unsafe natural (or municipal, really) source is trucked or piped in and replenishes the reservoir. The solar cells run the purifier, providing clean water for cheap — around a third of what a family would normally pay, by the team’s estimate — and potentially with a much shorter trek. Simultaneously, charged batteries and lights are rented out at similarly low rates to people otherwise without electricity. Each box can generate as much as 12 kWh per day, which is split between the two tasks.
The alternatives for these communities would generally be small dedicated solar installations, the upfront cost of which can be unrealistic for them. The average household spend for electricity, Billett told me, is around 43 cents per day; OffGridBox will be offering it for less than half that, about 18 cents.
It doesn’t run itself: The box is administrated by a local merchant, who handles payments and communication with OffGridBox itself. Young women are targeted for this role, as they are more likely to be long-term residents of the area and members of the community. The box acts as a small business for them, essentially drawing money out of the air.
OffGridBox works with local nonprofits to find likely candidates; the women pictured above were recommended by Women for Women. They in turn will support others who, for example, deliver or resell the water or run side businesses that rely on the electricity provided. There’s even an associated local bottled water brand now — “Amaziyateke,” named after a big leaf that collects rainwater, but in Rwanda is also slang for a beautiful woman.
Some boxes are being set up to offer Wi-Fi as well via a cellular or satellite connection, which has its own obvious benefits. And recently people have been asking for the ability to play music at home, so the company started including portable speakers. This was unexpected, but an easy demand to meet, said Billett — “It is critical to listen!”
The company does do some work to keep the tech running efficiently and safely, remotely monitoring for problems and scheduling maintenance calls. So these things aren’t just set down and forgotten. That said, they can and have run for hundreds of thousands of hours — years — without major work being done.
Each box costs about $15,000 to build, plus roughly another $10,000 to deliver and install. The business model has an investor or investors cover this initial cost, then receive a share of the revenue for the life of the box. At capacity usage this might take around two years, after which the revenue split shifts (from a negotiable initial split to 50/50); it’s a small, safe source of income for years to come. At around $10,000 of revenue per year per box with full utilization, the IRR is estimated at 15 percent.
What OffGridBox believes is that this model is better than any other for quick deployment of these boxes. Grants are an option, of course, and they can also be brought in for disaster relief purposes. Originally the idea was to sell these to rich folks who wanted to live off the grid or have a more self-sufficient mountain cabin, but this is definitely better — for a lot of reasons. (You could probably still get one for yourself if you really wanted.)
OffGridBox has been through the Techstars accelerator as part of a 2017 group, and worked through 2018, as I mentioned earlier, to secure funding from a variety of sources. This seed round totaling $1.6 million was led by the Doen and Good Energies Foundations; the Banque Populaire du Rwanda is also a partner.
Along with a series A planned for 2019, this money will support the deployment of a total of 42 box installations in Rwandan communities.
“This will help us become a major player in the energy and water markets in Rwanda while empowering women entrepreneurs, fighting biocontamination for improved health, and introducing lighting in rural homes,” said Cecchini in the press release announcing the funding.
Alternative or complementary sources of power, such as wind, are being looked into, and desalination of water (as opposed to just sterilization) is being actively researched. This would increase the range and reliability of the boxes, naturally, and make island communities much more realistic.
Those 42 boxes are just the beginning: The company hopes to deploy as many as 1,000 throughout Rwanda, and even then that would only reach a fifth of the country’s off-grid market. By partnering with local energy concerns and banks, OffGridBox hopes to deploy as many as 100 boxes a year, potentially bringing water and power to as many as 100,000 more people.
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