ben_w • today at 7:18 AM

> Unless it's something on federal land businesses are pretty much ignoring Trump on renewables.

Except for all of the tariffs etc.

And that's without Trump seeming to be actively choosing winners based on favour to him, as with supporting Grok despite the data centre pollution in another thread and *possibly* (I don't wish to overstate my case) the ban on Fable.

> World wide over 800GW of solar and wind was installed in 2025 and 2026 numbers should be over 1TW of renewables. How much of that will the US install itself is a much smaller percent, but as power prices increase the pace to profit off of it will quicken. I know China installed over 300GW themselves last year.

This is why I wrote:

  Given the capacity factor of PV, even China would have to think carefully before supplying that much PV over the next few years (300 GW avg ~= 3TW nameplate).

When the recent good news is that "the world installs 800 GW of PV" (TBH, I thought this was closer to the last 12 months of just PV than the sum PV+wind), that's the nameplate capacity, not the actual year-long-average output, which is about a tenth of that.

The most recent PV capacity factor number on Wikipedia was 13%, which would make "800 GW" only 104 GW in real output; the figures I see for wind are that the CF is 25% (with much higher variability) but the nameplate capacity is lower, so they're pretty close as totals in real total currently installed output.