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Doug Houseman
Doug Houseman
Expert Member
Top Contributor

COP 28 reality - 2030 Coal retirement

In 2022 the US used 831 TWH of coal fired energy, with the highest month being in January (EAI) [88 TWH]

In 2023 the US will install 33 GWH of solar (NREL), those 33 GW will produce 47 TWH of electricity [ 3 TWH in January)

We have 6 years to install enough renewables to replace all the coal.

To meet the January needs we need to install 29 times the solar over 6 years that we did in 2023 or roughly 160 GW of solar per year if we do it all with solar. Roughly 50% of the global total solar production (Bloomberg)

If we install 20 GW of wind per year then the solar needs are reduced by 40 GW per year (assumes wind has a capacity factor of 38%)

Still this is a HUGE lift and would require new transmission, substations, and other equipment, well beyond current manufacturing capacity.

This will require in the next 6 months that the US pass a bill to mobilize as they did in WWII for the duration.

OH, and this does not cover the small items like added electricity for electric vehicles, induction stoves, HVAC or other decarbonization measures, or the storage needed.

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