A solar energy boom is reshaping the United States’ energy transition. Solar still only accounts for 6% of the United States energy mix, but it’s already disrupting energy markets in major ways. The rapid rise of this variable energy form has also instigated a rapid rise in energy storage batteries and is forcing grids to become more flexible, acting as a catalyst for wide-sacel energy systems transformation in the United States.
As a result, utilities that already have considerable solar assets often briefly have to sell that energy at a loss when supply is highest and demand is lowest. In some places, like California, there has simply been too much solar buildout, too soon. But there are some benefits to the solar flood. This dynamic has spurred significant investment into energy storage so that surplus solar energy can be stored and then fed back into the grid when it is needed.
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