The falling cost of solar energy will reshape our world and open up lots of opportunities. Casey Handmer articulates this well in this blog post:

The solar industrial revolution is the biggest investment opportunity in history

What can we do with this newfound cheap energy?

Casey’s other post on Solar and batteries for generic use cases points towards two stable architectures:

  • Solar + batteries for high-utilization, smooth consumption, high capex loads
  • Solar alone for intermittent, low-utilization, low-capex loads

What is currently run continuously that could be made intermittent to take advantage of the low cost of noontime solar?

Housing

Novel Metals