by Russell Schussler (Planning Engineer)
Part I: Renewable energy as a grouping lacks coherence
This series will look in depth at the inherent and emerging flaws within the renewable/nonrenewable framework for classifying generating energy resources. It may have made sense 50 years ago to speak in terms of renewable and non-renewable resources when thinking of future energy needs and plans. That basic conceptualization helped promote change and thinking about the impact of generation resources on the environment. But we are now far removed from the 1970’s. Current calls for major changes in the electric supply system, such as Net-Zero, envision sweeping change. Broad system efforts to address environmental concerns while meeting energy needs call for a more sophisticated understanding than can be supported by a dichotomy between “renewable” and “non-renewable” resources.
Neither “renewables” or “non-renewables” are coherent groupings for an energy resource typology. Similarities between resources in different groupings can be strong and within group differences can be large. Most statements made in reference to generic “renewables” are either trivial or misleading. Policy and legislation favoring renewables over other generation resources can encourage poor resource choices and hinder good resource alternatives.
It might be expected that those who are concerned about C02 emissions, those concerned about nuclear power, and those more broadly identifying with environmental movements might take exception with this proposal. But any serious proponents of net-zero or of major energy transitions should be in favor of more clarity and increased precision when undertaking serious discussions. Many environmentalists have grave concerns with expanded hydro and biomass-based generation, for example. This series will discuss later how “non-renewable” resources might be the cleanest and greenest proposals in many instances. Furthermore, the case against burning fossil fuels is more strongly made based on current environmental concerns, not based on fears that that such resources might run out hundreds of years from now.
Instead of speaking of renewables, let’s talk about how clean resources are, how green they might be, how sustainable they might be, and how well they work for supporting the needs of consumers and the power system. Let’s not lump resources which can be expanded with those that have limited future applicability. We shouldn’t confuse resources that support the grid with those that stress the grid, and pretend they have similar potential. For example, Iceland with abundant hydro and geothermal resources does not provide a renewable model to provide guidance and support for an area rich with wind and solar resources.
Renewable is a Relationship not an Independent Characteristic of Energy Sources
The UN defines Renewable energy as “energy derived from natural sources that are replenished at a higher rate than they are consumed.” Whether something is renewable or not, then is dependent upon the relationship between replenishment and consumption. Are wooden ships “renewable”? Yes and no. Forests in Ireland and Iceland provided “renewable” timber needed for ship building, until consumption increased much faster than the tree stocks could be renewed. Ship timber went from being a renewable resource to limited resources to a tragic environmental loss in a short time frame. At one point whale oil was a viable “renewable resource” which gave light to much of the western world. While many resources are “renewable” for a time, as usage increase their use may prove to be unsustainable.
Such relationships can be observed with present renewable energy sources as well. If you overbuild or over-dispatch generation relative to some geothermal resources, they can be exhausted. Similarly, the use of hydro resources can be depleted. Many areas have “water wars” where various constituencies fight over how water resources are used by recreational, agricultural, aquaculture, navigation and energy production. Past hydro energy usage patterns are not sustainable in many regions. Biomass generation, as did shipbuilding, can lead to resource depletion as well.
What about Non-renewable Resources?
Is the problem with nuclear, natural gas and coal, as suggested by the renewable/non-renewable dichotomy, that we may one day run out of these resources? Or are the concerns better focused on their potential impacts in nearer terms?
Nuclear power is generally not considered renewable. Nuclear waste purportedly could power the US for 100 years. Economically assessable uranium might last 200 years. With breeder reactors we may be able to generate with nuclear power for billions of years. Recognizing all the resources needed to produce electrical energy, based on our current technological abilities it looks like we could generate far more energy for longer time periods with nuclear resources before facing significant resource constraints than we might with renewable resources such as wind and solar. Sustainability based arguments against nuclear power are weak. Arguments against nuclear should be based on considerations beyond whether it is renewable or not.
Now let’s look at coal. The estimates for coal availability span 50 to 500 years or more. Those who oppose the use of coal want it sharply curtailed in the near term because of its environmental impact, not because they want to have it available for future use. Those who favor use of coal generally see coal as a bridge fuel and are not wedded to coal as a fuel choice beyond the life of existing and planned coal plants. Most importantly the arguments around coal use are not around issues of sustainability of supply, but rather the impact of coal plants today. Virtually no one’s position on coal use today will change based upon their understanding of whether we have 50 years or 3 million years of coal availability remaining.
Finally let’s consider natural gas. Because it is “cleaner” than coal, many see it as an excellent fuel choice to transition away from coal. Common estimates of natural gas availability fall between 60 and 120 years. This is far more natural gas than was assumed available before the advent of horizontal fracking. Again, even at the lower ends of availability, there is plenty of natural gas availability to allow for current natural gas facilities and significant future additions. Once again. overwhelmingly concerns around natural gas focus on the impacts of current fracking efforts and CO2 contributions, not the long-term availability of natural gas.
Resource Availability
Mankind depends on many resources for energy and other needs. Most all of these resources depending on demand, may become constrained. Does it make sense to set policies that consider resource availability hundreds of years in the future? As the saying goes, “It’s hard to predict, especially about the future.” If the thinking that dominated the renewable energy debate expanded into other areas, we would look at many resources very differently than we do now. WorldWatch says we could run out of iron ore by 2070. Projections for bauxite suggest it might only last for 25 to 200 years. Scientists from the Global Phosphorous Research initiative estimates that peak phosphorous will be reached by 2030. Gold mining may be uneconomically sustainable by 2050. Supply problems for cobalt may emerge in the next decade. Tungsten sources appear to be very limited. On the other side, it appears that we may have significantly more lithium than previously anticipated.
Many will argue that human ingenuity, changes in technology, alternative ways of doing things, alternative ways to capture resources and such will forestall any severe consequences from such forecasted resource depletions. So far, we have been good at coming up with solutions to anticipated resource problems. We had a close call with nitrogen a little over 100 years ago. Nitrogen for weapons and fertilizer were dependent upon reserves of bird guano built up over ages on remote islands. The supply was precariously dwindling, threatening to bring civilization to a halt. The Haber-Bosch process developed in Germany was able to draw nitrogen from the air and produce ammonia. Nitrogen from the ammonia could then supply the world. As an additional note – the initial process was dependent on osmium, an extremely rare element as a catalyst. Other catalysts and other processes have since been discovered, such that we are no longer dependent on osmium or the Haber-Bosch process. We should also be aware that today’s solution may be tomorrow’s problem. Instead of problems relating to dwindling nitrogen availability, abundant anthropogenic nitrogen creates environmental problems by supporting cyanobacteria and resultant algae blooms.
None of the above is to argue that we should glibly and wastefully use resources, ignoring potential future consequences. But neither should we dogmatically proclaim that resource depletion is just around the corner and that present trends cannot possibly persist. We have no real idea of any resource needs 100 years in the future. As we look at various generation resources ,the question of sustainability will always bring challenges. In considering competent alternatives it will be important to be as evenhanded as possible across resource types.
Sustainability Depends on the Entire Energy Conversion Process
Wind and solar appear not as constrained as some other renewable resources might, since we get fresh quantities daily. It is important though that we look not only upon the direct energy source, but at all resources needed to produce electric energy as well as the complete life-cycle impacts including construction, transportation and support services. To capture energy from wind and solar sources, we rely on many resources that are only available in limited amounts. It is arbitrary (and incorrect) to say that we only care about the renewability of the original energy source itself, and not the resources needed to convert the energy source to electric energy. If you are going to treat all potential resources fairly, it should be considered that the construction of vast solar and wind facilities can deplete critical resources, possibly making their increased use unsustainable. Current technologies do not allow for the replenishment in the foreseeable future of all the resources needed to convert wind and solar energy to electrical energy.
One may argue that wind and solar may not always be dependent on the limited resources that they rely on today, such as rare earth metals. That eventually through currently unknown technologies, they will be able to always meet power needs. As previously discussed, this is a perfectly reasonable hope. However, if you can make that argument, a similar one for nuclear fuel is likely even more well founded. Any dichotomy that places hydro, biomass, wind and solar as sustainable power sources, but sees nuclear power as being somehow less sustainable, should be considered suspect.
Does Renewable Mean Clean or Green? Should We Quickly Retire Non-Renewable Resources?
Environmental groups have been clear for years in their opposition to most all new hydro projects. Many environmental groups strongly oppose the Biomass industry, decrying the environmental impacts of our current approaches. FERC just approved the removal of four existing hydro resources based upon their continuing impacts. Geothermal plants release CO2 and most are carefully monitored to track emissions. Even wind and solar plants are not universally clean and green, as they can have particularly adverse impacts in some environments.
Many fossil fuel plants which could effectively provide backup power are imprudently retired to hasten a transition to support higher levels of renewables. This may provide aggregate numbers which look better to some, but this can be counter-productive. When considering lifecycle impacts of generation resources, retaining old plants for emergency service can be the most environmentally smart move available. Most environmental damage has already happened. Remaining incremental fuel impacts are small compared to the benefits. Considering CO2 alone, building extensive wind and solar or adding batteries to replace the emergency power that such units might provide, may have far greater adverse environmental impacts than prolonging limited fossil fuel generation.
The Line Between Renewable and Non-Renewable is Not Clear and Will Continue to Blur
Energy resources of the future may vary considerably from today’s expectations. It is likely that many might straddle the line between what is considered renewable and non-renewable. Existing technologies already blur the line. Molten salt cores are heated with mirrors to enable solar power to better match the grid capabilities of fossil fuel-based resources. As part of the process in some applications, the “renewable” solar resource was designed to burn supplemental natural gas to make the process more efficient. So far, such plants have not worked as well in practice as in theory. But they have provided hopes to many as a future synchronous “renewable” resource. If in fact they did work as planned, it might well make a lot of sense to be able to effectively tap a lot of solar power with the addition of a little natural gas, even if such a plant was not strictly “renewable”. Without careful attention to actual impacts, future clean plants which fall short of being strictly “renewable” may face undue hurdles.
Final Note
Speaking in terms of renewables and nonrenewable generating resources generally provides more confusion than clarity. Within-group differences are large in many cases. We can’t see the future and know what alternatives might emerge and prove successful. It is, however, clearly emerging that “renewable” and “nonrenewable” are dated terms who have outlived their usefulness. The next part of this series will look at how various generating resources impact the grid. Some “renewables” provide great support for the grid, while others create challenges. Lumping them together in discussion of grid impacts creates misunderstandings and problems that will long term harm any efforts to change the grid.
Very nice Russell. Written in easy to understand language that all of us can understand. I agree completely with you. In addition to your discussions of the problems using the terms renewable and non renewable I would add the deliberate dishonesty of those in the CAGW crowd for using them. It wasn’t an accident.
I prefer the term “replaceable” since windmills and solar panels have to be replaced every 10-15 years …
BATTERY SYSTEM CAPITAL COSTS, OPERATING COSTS, ENERGY LOSSES, AND AGING
https://www.windtaskforce.org/profiles/blogs/battery-system-capital-costs-losses-and-aging
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EXCERPT:
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Annual Cost of Megapack Battery Systems; 2023 pricing
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Assume a system rated 45.3 MW/181.9 MWh, and an all-in turnkey cost of $104.5 million, per Example 2
Amortize bank loan for 50% of $104.5 million at 6.5%/y for 15 years, $5.484 million/y
Pay Owner return of 50% of $104.5 million at 10%/y for 15 years, $6.765 million/y (10% due to high inflation)
Lifetime (Bank + Owner) payments 15 x (5.484 + 6.765) = $183.7 million
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Assume battery daily usage for 15 years at 10%, and loss factor = 1/(0.9 *0.9)
Battery lifetime output = 15 y x 365 d/y x 181.9 MWh x 0.1, usage x 1000 kWh/MWh = 99,590,250 kWh to HV grid; 122,950,926 kWh from HV grid; 233,606,676 kWh loss
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(Bank + Owner) payments, $183.7 million / 99,590,250 kWh = 184.5 c/kWh
Less 50% subsidies (ITC, depreciation in 5 years, deduction of interest on borrowed funds) is 92.3c/kWh
At 10% usage, (Bank + Owner) cost, 92.3 c/kWh
At 40% usage, (Bank + Owner) cost, 23.1 c/kWh
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Excluded costs/kWh: 1) O&M; 2) system aging, 1.5%/y, 3) 19% HV grid-to-HV grid loss, 3) grid extension/reinforcement to connect battery systems, 5) downtime of parts of the system, 6) decommissioning in year 15, i.e., disassembly, reprocessing and storing at hazardous waste sites.
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NOTE: The 40% throughput is close to Tesla’s recommendation of 60% maximum throughput, i.e., not charging above 80% full and not discharging below 20% full, to achieve a 15-y life, with normal aging
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NOTE: Tesla’s recommendation was not heeded by the owners of the Hornsdale Power Reserve in Australia. They added Megapacks to offset rapid aging of the original system, and added more Megapacks to increase the rating of the expanded system.
http://www.windtaskforce.org/profiles/blogs/the-hornsdale-power-reserve-largest-battery-system-in-australia
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COMMENT ON CALCULATION
Regarding any project, the bank and the owner have to be paid, no matter what.
Therefore, I amortized the bank loan and the owner’s investment
If you divide the total of the payments over 15 years by the throughput during 15 years, you get the cost per kWh, as shown.
According to EIA annual reports, almost all battery systems have throughputs less than 10%. I chose 10% for calculations.
A few battery systems have higher throughputs, if they are used to absorb midday solar and discharge it during peak hour periods of late-afternoon/early-evening.
They may reach up to 40% throughput. I chose 40% for calculations
Remember, you have to draw about 50 units from the HV grid to deliver about 40 units to the HV grid, because of a-to-z system losses. That gets worse with aging.
A lot of people do not like these c/kWh numbers, because they have been repeatedly told by self-serving folks, battery Nirvana is just around the corner, which is a load of crap.
World’s Largest Offshore Wind System Developer Abandons Two Major US Projects as Wind/Solar Bust Continues
https://www.windtaskforce.org/profiles/blogs/world-s-largest-offshore-wind-system-developer-abandons-two-major
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EXCERPT
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US/UK Governments Offshore Wind Goals
1) 30,000 MW of offshore by 2030, by the cabal of climate extremists in the US government
2) 36,000 MW of offshore by 2030, and 40,000 MW by 2040, by the disconnected-from-markets UK government
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Those US/UK goals were physically unachievable, even if there were abundant, low-cost financing, and low inflation, and low-cost energy, materials, labor, and a robust, smooth-running supply chain, to place in service about 9500 MW of offshore during each of the next 7 years, from start 2024 to end 2030, which has never been done before in such a short time. See article
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US/UK 66,000 MW OF OFFSHORE WIND BY 2030; AN EXPENSIVE FANTASY
https://www.windtaskforce.org/profiles/blogs/biden-30-000-mw-of-offshore-wind-systems-by-2030-a-total-fantasy
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NOTE: During an interview, a commentator was reported to say” “renewables are not always reliable”
That shows the types of ignorami driving the bus
The commentator should have said: Wind and solar are never, ever reliable
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US Offshore Wind Electricity Production and Cost
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Electricity production about 30,000 MW x 8766 h/y x 0.40, lifetime capacity factor = 105,192,000 MWh, or 105.2 TWh. The production would be about 100 x 105.2/4000 = 2.63% of the annual electricity loaded onto US grids.
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Electricity Cost, c/kWh: Assume a $550 million, 100 MW project consists of foundations, wind turbines, cabling to shore, and installation, at $5,500/kW.
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Production 100 MW x 8766 h/y x 0.40, CF = 350,640,000 kWh/y
Amortize bank loan for $385 million, 70% of project, at 6.5%/y for 20 y, 9.824 c/kWh.
Owner return on $165 million, 30% of project, at 10%/y for 20 y, 5.449 c/kWh
Offshore O&M, about 30 miles out to sea, 8 c/kWh.
Supply chain, special ships, ocean transport, 3 c/kWh
All other items, 4 c/kWh
Total cost 9.824 + 5.449 + 8 + 3 + 4 = 30.273 c/kWh
Less 50% subsidies (ITC, 5-y depreciation, interest deduction on borrowed funds) 15.137 c/kWh
Owner sells to utility at 15.137 c/kWh; developers in NY state, etc., want much more. See Above.
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Not included: At a future 30% wind/solar on the grid:
Cost of onshore grid expansion/reinforcement, about 2 c/kWh
Cost of a fleet of plants for counteracting/balancing, 24/7/365, about 2.0 c/kWh
In the UK, in 2020, it was 1.9 c/kWh at 28% wind/solar loaded onto the grid
Cost of curtailments, 2.0 c/kWh
Cost of decommissioning, i.e., disassembly at sea, reprocessing and storing at hazardous waste sites
Two very expensive New Jersey Offshore wind projects, mostly supplied by European companies.
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The turbines will be made in Europe, shipped by specialized European ships, elected by Europeans.
New Jersey folks will be soooo lucky to get to do some of the maintenance, with mostly European replacement parts.
MAKE EUROPE GREAT AGAIN
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One project for 2400 MW to be completed in 2031/2032, FIRST YEAR cost $112.50/MWh, escalating at ?% for 20 years
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The second project at 1342 MW, no completion date, FIRST YEAR cost $131.00/MWh, escalating at ?% for 20 years
The escalations are the NJ economy killers, which nitwit Murphy and co-conspirators are perpetrating
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If anyone has escalation %, please let me know
https://whyy.org/articles/new-jersey-board-public-utilities-offshore-wind-farms-invenergy-energy-attentive-energy/#:~:text=New%20Jersey%20approved%20two%20massive%20offshore%20wind%20projects%20Wednesday%2C%20expected,billion%20into%20the%20state%27s%20economy.
Here are some prices with no escalation
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New York State had signed contracts with EU big wind companies for four offshore wind projects
Sometime later, the companies were trying to coerce an additional $25.35 billion (per Wind Watch) from New York ratepayers and taxpayers over at least 20 years, because they had bid at lower prices than they should have.
New York State denied the request on October 12, 2023; “a deal is a deal”, said the Commissioner
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Owners want a return on investment of at least 10%/y, if bank loans for risky projects are 6.5%/y, and project cost inflation and uncertainties are high
The about 3.5% is a minimum for all the years of hassles of designing, building, erecting, and paperwork of a project
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The project prices, with no subsidies, would be about two times the agreed contract price, paid by Utilities to owners.
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The reduction is due to US subsidies provided, per various US laws
All contractors had bid too low. When they realized there would be huge losses, they asked for higher contract prices.
It looks like the contract prices will need to be at least $150/MWh, for contractors to make money. Those contract prices would be at least 60% higher than in 2021
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Oersted, Denmark, Sunrise wind, contract price $110.37/MWh, contractor needs $139.99/MWh, a 27% increase
Equinor, Norway, Empire 1 wind, contract price $118.38/MWh, contractor needs $159.64/MWh, a 35% increase
Equinor, Norway, Empire 2 wind, contract price $107.50/MWh, contractor needs $177.84/MWh, a 66% increase
Equinor, Norway, Beacon Wind, contract price $118.00/MWh, contractor needs $190.82/MWh, a 62% increase
https://www.windtaskforce.org/profiles/blogs/liars-lies-exposed-as-wind-electricity-price-increases-by-66-wake
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NOTE: Empire Wind 2, 1260 MW, near Long- Island, was cancelled.
https://www.reuters.com/business/energy/equinor-bp-cancel-contract-sell-offshore-wind-power-new-york-2024-01-03/
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NOTE: The above prices compare with the average New England wholesale price of about 5 c/kWh, during the 2009 – 2022 period, 13 years, courtesy of:
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Gas-fueled CCGT plants, with low-cost, low-CO2, very-low particulate/kWh
Nuclear plants, with low-cost, near-zero CO2, zero particulate/kWh
Hydro plants, with low-cost, near-zero-CO2, zero particulate/kWh
The Future of American Energy Production Must Include Nuclear
https://www.windtaskforce.org/profiles/blogs/the-future-of-american-energy-production-must-include-nuclear ;
Authored by Tommy Tuberville via RealClear Wire,
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EXCERPT
It’s the coldest time of the year, and the demand for energy is significantly higher as people try to warm their homes.
According to the U.S. Energy Information Administration (EIA), in Alabama seven out of ten homes rely on electric heating during the winter months.
Increasing demand is placing a strain on our power grid, and the Biden administration has no solution to the problem.
“Policy and legislation favoring renewables over other generation resources can encourage poor resource choices and hinder good resource alternatives.”
This is also a predetermined viewpoint in considering electricity (aka “generation”) as the all important distribution medium and energy source. Here in the UK the majority of domestic energy requirement is winter space heating currently met in the vast majority of homes (>85%) by mains gas. Electrifying this by heat pumps requires massive generation increase and electricity storage against intermittency of renewable sources. So why not consider other options rather than immediately jumping on an “electricitycentric” route. For example solar insolation can be efficiently collected thermally in summer, stored “cold” inter seasonally by thermo-chemical conversion and used in the winter – no batteries (or electricity) required.
Limiting options to those solely generating electricity is equally dangerous.
For example solar insolation can be efficiently collected thermally in summer, stored “cold” inter seasonally by thermo-chemical conversion and used in the winter – no batteries (or electricity) required
By what current technology? What is storage loss over warm, collection part of year? Can the net efficiency get above 25%?
What resources, such as concentrated CO2, are required?
“What resources, such as concentrated CO2, are required?” WTF has CO2 got to do with this?
Here is a brief explanation of thermo chemical energy storage.
https://www.e-hub.org/thermochemical-materials.html
Take the associated links from there for a broader outline and that way you can answer those questions for yourself.
The distinction at this point in time is quite clear. “renewable” is the type of generation that is subsidised and non-renewable is the type that is not subsidised. Subsidised generation is the variety that is unsustainable without subsidies. And those subsidies should rightfully include leaning on reliable generators as required for free. There should be no payment for generators that cannot guarantee an output at a given time for netter than 8000 hours a year.
So better terms are “subsidised” and “unsubsidised”. And please do not play the CO2 is pollution card. CO2 is quite clearly beneficial to all living organisms.
.A single, land-based, 6MW rated wind turbine requires a million tons of coal, gas, and oil to produce and operate over its planned life span. The estimate does not include site preparation.
.It will produce half of that rating – 3MW per hour (3MWh) or greater – for less than 24 total hours of its life span.
.It will produce some electricity for around 40% of its average production day, but every hour will require 30KW for system maintenance, monitoring, speed control and braking, steering and feathering, deicing and hazard lighting. ..This does not include power used to synchronize with the electrical distribution grid, or with other turbines.
..Retirement, demolition, salvage, and disposal will emit another 15 tons of carbon in fuel, explosives, other expendables, reclamation, and incineration. This does not include site restoration.
.No wind turbine energy, alone, has ever been used to produce a single replacement wind turbine. Wind turbine production is completely dependent on a “fossil” fuel economy and cheap energy generated from a “fossil” fuel supply.
.Renewable, as a term for wind turbine generated electricity, is patently false. As a term for public gullibility and commercial/political malfeasance, it has been shown to be perfectly apt in every election cycle.
You see the terms and conditions of the projects being too difficult for investors and project developers to take. So we are in a standstill
Wind power giants find little shelter from sector troubles (msn.com)
The market is not functioning anymore
Fickle energy needs more slushfunding now!