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Benjamin Wilkin's avatar

Thank you for these posts.

I wonder if we could make a difference between a market cannibalization effect and a grid-physical cannibalization effect?

The grid-physical one reflected to the congestion aspect of the grid-lines, whatever they are dedicated to transportation (~=High Voltage) or local distribution (~=Low Voltage).

It's seems that in some areas the grid-physical cannibalization would be a first - physical - limit to the exponential increase of the impact of increased solar power capacity on market prices.

How do you see this articulation between decentralised and centralised aspects?

Thank you

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Tian Wen's avatar

Very interesting post. A number of people marvel at how many GW of wind and solar are being installed every year. But they don’t seem to ask themselves “what is the value of that electricity?” You clearly show that the value is fairly low, and will continue getting lower for the foreseeable future.

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