Science Friday

Can The Rise In Solar Power Balance Out Clean Energy Cuts?

17 min
Jan 5, 20263 months ago
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Summary

Despite Trump administration rollbacks of clean energy tax credits and EPA grants, solar adoption is accelerating globally at unprecedented rates. China, California, and Texas are leading a renewable energy boom that's fundamentally reshaping power grids, with solar becoming the cheapest energy source in history. Climate activist Bill McKibben discusses whether this momentum can meaningfully address climate change within the critical 2030 emissions reduction deadline.

Insights
  • Solar adoption is now the fastest-growing energy source in history, with the third terawatt of global capacity expected to be installed before 2024 ends—a trajectory that took 68 years to reach the first terawatt
  • Economic forces, not ideology, are driving renewable adoption in conservative states like Texas, where grid stability and cost advantages outweigh fossil fuel industry lobbying
  • Permitting fragmentation across 10,000 US jurisdictions makes rooftop solar 3x more expensive than in Australia or EU; streamlined digital permitting tools can reduce installation time from months to days
  • California's renewable infrastructure has reached a tipping point where batteries now supply most nighttime electricity, reducing natural gas use by 40% in two years—a model with global climate implications
  • Agrovoltaics and balcony solar represent emerging market opportunities that combine food production, pollinator habitat, and energy generation on the same land
Trends
Global solar capacity doubling every 2-3 years, with China installing 3 gigawatts daily (equivalent to coal plant output)Rooftop solar adoption in Australia at 40% penetration, driven by streamlined permitting and low installation costsEmerging markets (Pakistan, India) adopting solar via informal channels (TikTok tutorials, grassroots installation) without government infrastructureBattery storage becoming critical grid infrastructure, shifting from solar-only to solar-plus-storage deployment modelsAgrovoltaics gaining traction in Europe with documented yield increases (60% for wine grapes) and pollinator habitat benefitsBalcony solar and plug-and-play residential solar gaining adoption in EU countries, now legal in Utah but restricted elsewhere in USTariff-driven supply chain diversification as Chinese solar panels face US tariffs, redirecting panels to other marketsState-level renewable energy mandates bypassing federal policy gridlock, with California, Maryland, and New Jersey leading permitting automationFossil fuel industry political spending ($500M+ in 2024 cycle) focused on reversing clean energy policy rather than blocking solar adoptionEconomic inflection point where solar is now cheaper than fossil fuels, making climate action economically rational rather than ideological
Topics
Solar Panel Manufacturing and Supply ChainFederal Clean Energy Tax Credits and SubsidiesRooftop Solar Permitting and Regulatory BarriersBattery Storage and Grid IntegrationAgrovoltaics and Dual-Use Land ManagementBalcony Solar and Residential Distributed GenerationChina's Renewable Energy DominanceState-Level Clean Energy PolicyFossil Fuel Industry Lobbying and Political InfluenceGrid Decarbonization EconomicsInternational Solar Adoption RatesClimate Emissions Reduction Targets (2030)Tariffs on Solar Panel ImportsDigital Permitting Tools for Solar InstallationClimate Change Mitigation Feasibility
Companies
National Renewable Energies Lab
Developed Solar App Plus, a digital permitting tool now adopted by California, Maryland, and New Jersey to streamline...
Tesla
Implied as major battery storage provider enabling California's grid transition to renewable energy with nighttime ba...
People
Bill McKibben
Discusses global solar adoption trends and climate feasibility in his new book 'Here Comes the Sun: A Last Chance for...
Ira Flatow
Hosts the episode and interviews Bill McKibben about solar energy adoption and climate change implications
Quotes
"It took us from 1954 until 2022 to put up the first terawatt of solar panels in this world. The second terawatt came within about two years, and the third will happen before this year is out."
Bill McKibbenEarly in interview
"We live on a planet where the cheapest way to make power is to point a sheet of glass at the sun. That is an incredibly liberating notion for all kinds of reasons."
Bill McKibbenMid-interview
"California, fourth largest economy on planet Earth, is using 40% less natural gas to produce electricity this year than it did two years ago."
Bill McKibbenMid-interview
"Each tenth of a degree Celsius that we raise the temperature moves another hundred million human beings out of a climatically comfortable zone."
Bill McKibbenClosing segment
"We're going to run this world on sun and wind in 40 years, just from sheer economics. But if it takes us anything like 40 years to get there, then the planet we run on sun and wind is going to be a broken planet."
Bill McKibbenLate in interview
Full Transcript
Hi, I'm Ira Fletto, and this is Science Friday. Since President Trump returned to office, his administration has been aggressive in rolling back clean energy initiatives. Trump's big beautiful bill ended tax credits for solar panels and electric vehicles. And according to reporting from the New York Times this week, the EPA is moving to cancel $7 billion in federal grants that were intended to help low and middle income families install solar on their homes. But that isn't the whole story, because Texas, California, and other states are bringing so much solar and battery power online that in March, fossil fuels generated less than half the electricity in the US for the first time ever. And internationally, solar has gotten so cheap to build and install that it's fundamentally transforming many countries' power grids. So despite all the clean energy rollbacks on this side of the pond, where exactly does solar adoption stand in the US and across the world right now? Do we still need the defunct solar tax credits? And is it enough to have a meaningful impact on our climate? Climate activist Bill McKibbin has written all about this in a book released in 2025. It's called Here Comes the Sun, a Last Chance for the Climate and a Fresh Chance for Civilization. We talked to him from Middlebury, Vermont back in August. Welcome back to the show. Nice to have you. It's always good to get to talk with you, Ira, over the years. Thank you. Ira, let's get into this. Is this rapid world adoption of solar surprising to you? It's what we've been hoping for for a very long time, but it's happening very fast. You'll recall that June 2023 was the month that climate scientists really started freaking out about this sudden spike in temperatures. They said we were seeing the hottest temperatures in the last 125,000 years. And every month since then has been the hottest August, the second hottest June, whatever. That same month, June 2023, was the moment when human beings started installing a gigawatts worth of solar panels, which is like a coal-fired power plant's worth of solar panels every day. It took us from 1954 until 2022 to put up the first terawatt of solar panels in this world. The second terawatt came within about two years, and the third will happen before this year is out. This is a tremendous surge finally. It's the first thing in the 35 years or so that I've been working on the climate crisis that we have anything that's scaling fast enough to potentially make some kind of difference in how hot the earth eventually gets. Solar is then the fastest growing energy right now. Fastest growing energy right now and the fastest growing energy source in the history of energy. Look, we miss it somewhat because much of the growth is concentrated elsewhere. China is the great example. In May, China was putting up three gigawatts worth of solar every day, three coal-fired power plants worth of solar. We have petro states in this world, but China is the first electro state that we have on planet Earth. There's so much capacity there that it's leaking over into its neighbors and trading networks, Pakistan next door, people there last year without any guidance from the government and relying mostly on TikTok videos for technical help, put up the equivalent of half the country's electric grid in solar panels just on rooftops. If you go look at Google Earth for Lahore or Karachi or Islamabad, it's like watching mushrooms spread after a rain. And states here, the United States, aren't doing too badly. I'm talking about Texas and California. We've seen tremendous growth there, right? Start with California, which is the place that took this most seriously. California has put up enough solar panels and crucially enough batteries over the last couple of years that they've hit some kind of tipping point, Ira. Most days now, almost every day, California produces more than 100% of the electricity it uses from renewable sources for long periods, which means that at night when the sun goes down, the biggest source of supply to their grid is usually batteries that have spent the afternoon soaking up excess sunshine. The bottom line, and this is the most encouraging statistic I've heard in those decades of working on climate, is that California, fourth largest economy on planet Earth, is using 40% less natural gas to produce electricity this year than it did two years ago. That's the kind of number that if we spread it around the world would make a difference in how hot the Earth gets. And it's not just California. As you point out, Texas is now putting up renewable energy and batteries faster than any place else in the country, not obviously out of any ideological commitment or any deep concern for climate. They're doing it because the economics and the desire for a stable grid are outweighing even the best efforts of the hydrocarbon lobby in Houston to convince the state legislature to do otherwise. Most of the solar panels in the world come from China, right? They're the champion of solar panel makers. What about the tariffs imposed on China now? Is that going to cut back the use of them? That'll definitely divert a lot of those panels to other places who will get the benefit of the cheap energy they provide. For climate purposes, we need to convert everyone. Of course, what President Biden tried to do with the Inflation Reduction Act was to make America a producer of solar panels, too. With some success, the biggest solar panel factory in the US now is in all places, Marjorie Taylor Greene's district in Georgia. They did their best, but the scare that all of this put into the fossil fuel industry motivated them to do everything they could to game our political system. You'll recall about this time last year, then candidate Trump telling the fossil fuel industry that for a billion dollars in campaign donations, they could have absolutely anything they wanted. The industry came through with about a half billion dollars in donations advertising lobbying during the last election cycle. That proves to have been plenty because they're getting every possible thing that they could from the Trump administration. I don't think that it will be enough to reverse the momentum, certainly not in the rest of the world. But of course, the problem is that it comes at a crucial moment. We have very limited time to deal with the climate crisis as you know better than just about any journalist on the planet because you've been covering it so faithfully for so long. The Intergovernmental Panel on Climate Change told us a couple of years ago that to stay on a path, anything like the one we set in Paris, we'd need to cut emissions in half by 2030, which by my watch is four years and six months away, not leaving us a great deal of margin. So along with everything else in this country, we're going to have to make the case again for renewable energy. This is no longer the whole foods of energy. Nice but pricey. This is the cost go of energy. It's cheap. It's available in bulk. It's on the shelf ready to go. We live on a planet where the cheapest way to make power is to point a sheet of glass at the sun. That is an incredibly liberating notion for all kinds of reasons. Write down to the fact that even human beings are going to be hard pressed to figure out how to fight a war over sunshine. If we can get this done, then we live in a different world on the other side. Speaking of the cost go of energy, are we going to see the day soon when you might be able to go into a big box store and say, I'll order some solar panels, put them on my roof because it's not that easy. There are right in other countries. You can do that. Right. You can't do that here yet. Absolutely. In Germany, for instance, you can walk into whatever the equivalent of best buy is and walk out with a few hundred euros worth of solar panel that are designed to be hung over the railing on your porch, your veranda. This is called balcony solar. And last year, a million and a half Germans did just this, put up that big panel off their balcony, plugged it into the wall, and in many cases, we're providing 20 percent or more of the energy that they were using. That's illegal everywhere in this country, except the state of Utah, where the deep red legislature this year unanimously passed enabling legislation saying, if you've got an apartment here, go ahead and put it up. We're going to need a lot more of that kind of thing. Rooftop solar, in general, for people's homes, is three times more expensive in America than it is in Australia or the EU. A little bit of that is the tariffs on the panels. But most of it is the fact that you have to get all these permits and they come from 10,000 different jurisdictions. Each city and town has its own set of rules. And that is the thing more than anything else that delays and drives up the time. If you're in Australia, you can call up on a Monday and say, I want solar panels on my roof. And by Wednesday, they're up there and producing energy. And as a result, 40 percent of the homes in Australia have solar panels on the roof. Is there any way to streamline all this permitting? There sure is. The National Renewable Energies Lab a few years ago came up with an app, which they call Solar App Plus. And happily, since they're now under attack by DOGE, they managed to spin it off into a nonprofit. And so far, California, Maryland, and a few weeks ago, New Jersey have mandated the use of this Solar App Plus for rooftop installers. And it means that in essence, they can get an automatic permit right away. And that's a big step towards speeding up this process. One of the things we're doing at Sunday is encouraging lots and lots and lots of other jurisdictions to do the same thing. We can't get much done in Washington at the moment for obvious reasons, but that leaves lots and lots of states, legislators, and city halls, and county boards, where we think we can't get reason to prevail. Want me to come back from our break? I'll ask Bill McKibbin the big question. Is this boom in solar energy enough to reverse the effects of climate change? Stay with us. You know, as I drive around, I see more and more farmers installing solar panels. And I'm reminded on our show about 25 years ago when people started installing wind farms, I talked to a rancher in Oklahoma who was telling me that he's making more money on his ranch from his limited wind farm, his turbines on there than he is from raising cattle. And that seems to be taking place with solar now, right? For farmers, it's often the difference between making a profit and not. Because for two reasons. One, you can get a good, steady price for energy many, many locked in many years into the future. But you can also, and this is a beautiful part of this story, do what's called agrovoltaics. You can grow food and produce electrons on the same field. And in fact, in an overheating world, Ira, shade is becoming an increasingly important commodity, including for farmers. There have been, I just was looking at the studies from a bunch of trials from Europe. They were finding things like increase in yields for wine grapes of 60%. I spent some time in Vermont last year with people who are taking many of the solar farms in my home state and planting pollinator friendly plants in between the rows. These are attracting orders of magnitude more pollinators than you'd find in a cornfield. And as a result, the farmers in the neighboring orchards are reporting that fruit set is up 30%, 40%, just because there's suddenly all the pollinators that we desperately need. They're figuring out how to deal with the biodiversity crisis at the same time that they take on the climate crisis. So there are beautiful possibilities here. The only caveat again is that we have to seize them quickly. We're going to run this world on sun and wind in 40 years, just from sheer economics. But if it takes us anything like 40 years to get there, then the planet we run on sun and wind is going to be a broken planet. You know the science that's coming out every week now about what's happening with the ability of the Earth's atmosphere to hold devastating amounts of moisture that pour down in the kind of floods we're now seeing. We have to do this more quickly than economics alone will dictate because we're deep in the midst of this climate crisis. And you've anticipated my last question here, Bill, because you write in your book that the rate of international solar adoption in the last two years is exponential. But is it enough to make a noticeable difference on the actual effects of climate change that we're experiencing now? If we do what we're capable of doing, then the answer is yes. It's not going to stop global warming. That's no longer on the menu. But remember, each tenth of a degree Celsius that we raise the temperature moves another hundred million human beings out of a climatically comfortable zone. So what we can do is arrest the rise in temperature somewhere short of where it's currently headed. And a degree that we can do that is an extraordinary gift to the people who will come after us. That's why this moment is so powerful. We have finally in our hands a tool that allows us to deflect what otherwise is the kind of apocalyptic course that we find ourselves on. By God, Ira, we need to seize it and seize it as fast and as hard as we can. Bill, as always, thank you for taking time to visit and share with us your new book. It's a terrific book. Thank you for talking more to the point, Ira. I just want to say thank you for paying serious attention to this for decades. Very few people did for a long time, and I always be grateful for your leadership on all of this. You're welcome, as we say, if not now. When Bill McKibbin, author of the new book, here comes the sun, a last chance for the climate and a first chance for civilization. And you can read an excerpt on our site, sciencefriday.com, slash solar. This episode was produced by D. Peter Schmidt. I'm Ira Fletto. Thanks for listening.