Showing posts with label Harvard Business Review. Show all posts
Showing posts with label Harvard Business Review. Show all posts

Michael Shellenberger's Mad at Solar Panels. Too Cute Substack Fallacy.

SEE VIDEO: WHY DECOMMISSIONED SOLAR PANELS ARE NOT DEAD YET.  

Like flip phones, CRT monitors, hotel TVs, ex-boyfriends, and used cars, your decision to electively upgrade to a newer solar panel does not mean the ex-panel's life won't go on.


I was coached that people don't have time to read everything, so here's the jist... Shellenberger's thesis is that solar panels are being upgraded far sooner than their 30 year warranty or 40 year estimated lifespan would have buyers assume. That's true, I just gave a presentation on that at NERC.org.  But the reason for the upgrades is not that the used panels are failing or are waste... It's because 
  • the price and efficiency are falling, 
  • the number of roofs is finite, 
  • the cost of siting big solar fields near populated areas is skyrocketing
  • early adapters like to upgrade to something new
  • AND by 2028, virtually every older working will panel be cost-driven to replace
I have a whole presentation explaining this (Start at 2h 30min, NERC.org recorded session). Like desktop CRTs and Pentium 4 laptops, the solar panels are all going to get electively upgraded.

BUT  like those other items, the secondhand market is gobbling up replaced solar panels. And here's where the circular economy doesn't revolve around you, Michael Shellenberger - a 50% efficient panel replaced by a 100% efficient panel in Vermont GENERATES MORE KW IN AFRICA THAN THE NEW ONE DOES IN VERMONT.

Check out @AdamMinter's Twitter reply string to @ShellenbergerMD (he's not an MD, btw, he uses his first and middle initial).

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