Views on Life & on Equity Investing

Wonder, Wealth & Abundance

Solar – disruption is the established order

with 6 comments

It costs 3X to set up solar farm in the US than China, and hence not a mainstream news item today.

https://perspicacity.xyz/2017/02/13/experts-have-massively-underestimated-solar-why-solar-part-1/

Solar has reached the tipping where demand is no longer sustained by  government fiat, where investment will soon be an order of magnitude larger than in the past.

https://perspicacity.xyz/2017/02/13/how-solar-progress-progresses-solar-part-2/

Theodore Wright, at war

We won because we smothered the enemy in an avalanche of production, the like of which he had never seen, nor dreamed possible.

https://perspicacity.xyz/2017/02/13/the-world-at-a-tipping-point-solar-part-3/

Beliefs also have a role in disruption along with science and economics:

Doubt will hold back the pace of technological change, as much as science or economics.  In war, there was no uncertainty of whether production would be procured.  The only focus was how to make more, faster.

The economic curves have crossed each other this year for Solar in Australia, Chile and Middle East:

Solar

Not that there will not be casualties, in fact expect more casualties as the operators starts under pricing for market share gains. The biggest new items after 10 – 20 years might be solar eclipses in places where battery storage systems are not in play, as most of the power will be generated by solar.

Lets watch how this game unfolds.

Written by amitdipsite

June 22, 2017 at 7:21 pm

Posted in Uncategorized

6 Responses

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  1. investing in solar panels beats returns from bank deposits and even the stock market. “The RoI is just unbeatable
    https://www.vccircle.com/this-startup-will-install-solar-panels-on-your-rooftop-for-zero-upfront-cost/
    We already have a listed startup 🙂

    Jatin

    June 23, 2017 at 1:40 pm

  2. Shaishav

    June 24, 2017 at 4:30 am

    • This is great, read. Lots of people are thinking about it. Block chain as a technology is gaining adoption. Currency itself will not make money, being proven wrong until now.

      amitdipsite

      June 24, 2017 at 10:18 am

      • Yes I am with you. Have been proven wrong on currency till now. But have been started to look into it in past few days only. Another one going live soon https://www.tenx.tech/whitepaper/tenx_whitepaper_final.pdf

        Shaishav

        June 24, 2017 at 12:13 pm

        • There will be a flood of crypto currencies, banks will come up with their own versions.

          The value of a particular crypto currency is linked to the number of people using the platform for exchanging.

          Just mark my words Bitcoin and Apple are going to Zero :-), over the long term.

          amitdipsite

          June 24, 2017 at 7:08 pm


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