25 Jul '11, 2pm

Putting Damaged Land To Good Use Part II: Coal To Solar Transition

1. gary tulie writes: 'the cost is unlikely to escalate indefinitely'. I would argue the opposite - this model seems to simply extrapolate past trends. Coal is becoming a hot commodity: at the moment North American exports of coal are only constrained by port capacity not demand. I would expect strong upward pressure on coal prices as several new ports and upgrades under construction will accelerate this demand. Countries with viable clean coal technology (e.g. China) will be able to drive that demand up indefinitely. 2. It is hard to estimate the ultimate cost of solar power. The experience curve is driven by a mix of economies of scale, learning and new technology. It would be foolish at this point to even hazard a guess at the ultimate efficiency of conventional solar panels as there are so many emerging technologies in the queue and it is too early to estimate the comm...

Full article: http://www.renewableenergyworld.com/rea/news/article/2011...

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