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What happens to the grid when the sun goes away?

Early April is typically a kind of goldilocks moment for solar power. Days are getting longer but the weather is still mild, meaning that higher solar power generation isn’t entirely eaten up by increased demand due to air conditioning.
But that all depends on the sun actually shining.
Monday’s solar eclipse took a big chunk of power off the grid. Since 2017’s eclipse, solar power generation has increased substantially, both locally (think rooftops) and at utility scale (think massive fields of solar panels). In 2017, the U.S. had around 35 gigawatts of utility-scale solar capacity, a figure that had increased to an estimated 95 gigawatts by the end of 2023.
While total solar eclipses are rare (the next one to hit the lower 48 isn’t expected until 2044), the challenges they present to grid operators may be part of the new normal. With vastly expanded renewable energy generation comes a greater degree of unpredictability, as a growing a portion of the generation fleet can drop off the grid due to weather and climate conditions — like, say, clouds of smoke from a wildfire — that cannot be precisely predicted by 17th century science.
Grid operators were confident they’d be able to manage through the eclipse without any reliability issues, and what actually transpired mostly confirmed their forecasts. In Texas, solar power production shrunk from around 13.5 gigawatts at noon, making up 27% of the grid’s electricity supply, to a mere 0.8 gigawatts at 1:30 p.m. Things did not go as well for the Midcontinent Independent System Operator, however, which includes a swath of the middle of the country from Minnesota to Indiana to Louisiana. Solar output was estimated to drop from around 4 gigawatts at 1 p.m. Central time to 2 gigawatts an hour later, according to Grid Status. Instead, output dropped to around 300 megawatts, causing real-time prices for power on the grid to spike.

Overall, the U.S. Energy Information Administration estimated that some 6,500 megawatts of solar generation capacity would be fully obscured during the eclipse, which would “partially block sunlight to facilities with a combined 84.8 GW of capacity in an even larger swath of the United States around peak solar generating time.” Some 40 gigawatts may have come off the grid, enough power for about 28 million homes, according to a release from Solcast, a solar forecasting company.
By comparison, during the 2017 eclipse, solar power loss at its peak was between 4 and 6.5 gigawatts and the total loss of power was around 11 gigawatts, according to the National Renewable Energy Laboratory.
In states like Texas, the main effect was on utility-scale production of solar, but in the Northeast and parts of the mid-Atlantic and Midwest, there was also a related problem: Behind-the-meter solar fell off, too, thus requiring the homes and businesses that generate power for themselves in the middle of the day to get more power from the grid, increasing demand on the grid at a time of low supply.
New England has seen immense growth in rooftop solar, and solar production was expected to fall by “thousands” of megawatts, according to ISO New England, while the New York Independent System Operators expected to lose 700 megawatts of behind the meter solar.
During the 2017 eclipse, the National Renewable Energy Laboratory found that “the burden of compensating for the lost energy from solar generators fell to the thermal fleet,” i.e. natural gas, along with some increases in coal and hydropower production.
Since then, the coal fleet has shrunk, thus putting more of the burden of responding to Monday’s eclipse onto gas and hydro, but the basic logic still applies. “Grid operators are expected to rely on natural gas to ensure stability and meet the household demand spike across national grids, as was done during the previous eclipse in 2023 in California and Texas,” according to Solcast. As the sun was dimming in Texas, natural gas generation rose from 18.7 gigawatts to 27.5 gigawatts.
Something else that’s changed since 2017: batteries. By the end of 2023, Texas had installed 5.6 gigawatts of grid storage, most of it providing so-called “ancillary services,” power sources that can respond quickly to immediate needs. ERCOT, the electricity market that covers most of Texas, said in a presentation back in February that it would rely on these ancillary tools to get through the eclipse, and once again, it was right. Power from batteries on the grid got up 1.4 gigawatts during the eclipse.
Editor’s note: This story has been updated to reflect the actual effects of the eclipse on U.S. power generation.
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Five takeaways from the latest Lazard Levelized Cost of Energy report.
It’s all getting more expensive.
That’s the conclusion of the investment bank Lazard’s latest report on the levelized cost of energy, one of the most closely watched and cited energy reports of the year.
Levelized cost of energy measures the dollars per megawatt-hour a power plant needs to earn in revenue to break even over the course of its lifetime in present-value terms.
What makes LCOE so alluring is that it’s a way to compare any type of generator, whether it requires a large upfront investment but has few operating costs, like a utility-scale solar project, or whether its expenses are largely fuel costs incurred in the future, like a combined cycle natural gas plant. This is also why LCOE has its critics, who point out that a solar panel that only runs during certain times of day has a different value to the electricity system than a natural gas plant that can ramp up and down quickly or a nuclear plant that provides steady baseload power.
Anyway, here’s what we can learn from this year’s Lazard report.
Curves that were once gently sloping downward are starting to look like incipient U’s. While longterm LCOE falls are still dramatic and impressive for some technologies — utility solar has fallen from $359 per megawatt-hour in 2009 to $69 in 2026 — the short term rises are worrisome. That $69 per megawatt hour represents a nearly 10% increase from 2025, when utility-scale solar had a LCOE of $58. And it’s not just renewables — the LCOE for a combined cycle natural gas plant rose from $78 per megawatt-hour to $90 in the past year. Gas plant LCOE got as low as $60 in 2021. That’s a 50% price hike in just five years.
Lazard attributed the increase in solar and wind LCOE to “higher capital costs, sustained interest rates, tariff pass-through and supply chain repricing.” These technologies are also the most “sensitive” to subsidies by way of the tax code, with federal tax tax credits taking the low end cost of utility solar to as low as $16 per megawatt hour. To the extent those tax credits are no longer available or weren’t accessible due to strict eligibility rules, that could be a source of future upward pressure on costs.
That being said, renewables “maintain their relative cost advantage despite facing the same cost pressures affecting the rest of the generation stack,” the Lazard analysts concluded.
Natural gas, meanwhile, is seeing prices spiral upward on huge and growing customer demand.
“Continuous upward revisions to demand projections have driven a sharp increase in announced new-build gas generation despite a 15-year high LCOE and historically long development lead times,” according to Lazard.
The report hints at what LCOE is not always able to capture, namely that generators like gas have attributes besides low cost that make them attractive. “New gas combined cycle plants offer the lowest-cost dispatchable power in high-demand and low-cost-gas environments,” the analysts point out.
Anyone building a new combined cycle gas plant, however, will have to deal with the high cost and low availability for turbines, which is “extending development timelines well beyond historical norms.” That provides an opening for renewables that can be deployed quickly and cheaply, like solar and accompanied by battery storage.
In 2019, the low end of LCOE for onshore end was $28 per megawatt-hour, according to Lazard’s figures, and the high end was $54. In 2026, however, the low end costs sits a bit higher at $37 per megawatt-hour, but the high end cost rose to $99. There’s a similar story for utility solar: in 2019, the spread between low and high was a snug $8 per megawatt-hour, while this year it’s ballooned to $58.
The broadening range is “likely reflecting that some project developers have been better able to mitigate broader cost pressures across supply chain and project-level economics than others,” the Lazard analysts wrote.
The Lazard report doesn’t just look at the discounted cost of individual generators over their lifetimes. It also tries to figure how much they cost on certain grids. One way of doing this is to look at what Lazard calls the “cost of firming intermittency” or “levelized firming costs.” This is essentially looking at what it costs to bring solar, solar and storage, and wind and storage onto actual grids considering their ability to perform when the grid is most stressed.
This measure tries to refine LCOE to give a sense of how various forms of energy generation compare to gas plants in real world circumstances, not just as a financial construct. This is not a perfect, real-world comparison — gas capacity needs to be “firmed” as well, as it’s not always entirely available at times of peak need — but at least it gives an idea of how these resources actually function in a real-world grid.
Even with firming costs, “renewables remain broadly cost-competitive,” the report concludes.
Not surprisingly, some of the most dramatic costs are in America’s most troubled electricity market, PJM Interconnection. The unsubsidized cost of firming intermittency for solar and storage is $167 per megawatt-hour, compared to $150 in Texas or $115 in California. That’s also compared to a $129 per megawatt-hour at the high end for conventional combined cycle gas plants in PJM.
PJM is notorious for its inability to bring on new resources quickly and its strict standards for accrediting the contribution of storage and renewables to grid stability.
While the Lazard authors explicitly caution that it doesn’t measure what the“total system costs are for 1 MWh of incremental electricity” and can’t say “the optimal mix of renewables, conventional generation and storage,” it does conclude that “firming costs and dispatchability are increasingly critical for comparing resources on a more complex grid.”
In short, no matter what ends up on the grid, grid planners will have to think carefully about how to make sure it’s reliable and works in concert with what’s already there.
Timber companies think of them as pests, but new research indicates that stands of the slender tree can act as barriers against raging flames.
Colorado’s Aspen Acres Fire is named after a quiet RV campground located high in the San Isabel Mountains, about a five-hour drive due southeast of the state’s better-known Aspen. Both places, however, are named after the iconic deciduous tree known for its golden leaves in the fall. While the start of monsoon season may yet prevent the Aspen Acres Fire — the seventh-largest in Colorado’s history — from joining Utah’s Babylon Fire as the second 100,000-acre “megafire” of the season, the conflagration has been aided in its rampage not by aspens, but rather by dead, downed, and blighted ponderosa pines, spruce, and Douglas firs. The wildfire has now burned over 98,000 acres and nearly 300 homes, and is only 36% contained due to steep terrain that has hampered firefighting efforts, along with extreme drought conditions and beetle infestations that have greatly degraded the forest health of the region.
But what about its aspens? Though the extent of the damage at the campground remains unknown, according to a recent study of Populus tremuloides, Colorado’s iconic golden trees could be one of the keys to more wildfire-resistant forests in the future.
Flavie Pelletier, a recent PhD graduate of McGill University’s Natural Resource Sciences program, told me she first became interested in aspens while working as a tree planter in British Columbia. “The historical assumption on aspen is that stands are very good at stopping fire progression. But the paradox is that if you take an aspen by itself, it’s going to burn at high severity,” Pelletier, who published her findings in Forest Ecology and Management, told me.
By creating near-real-time maps of fires using satellites and comparing them against the Canadian Forest Service’s newly available maps of dominant tree species in the boreal, Pelletier and her colleagues discovered that aspen were almost two and a half times more common at the perimeter of a burned area than inside it. The finding suggests that despite the flammability of a single aspen with its thin bark, stands of aspen act as a kind of barrier when wildfire ran up against them, likely because they lack the flammable resins of conifers and their high foliage helps force running crown fires back toward the ground. Pine and spruce, by contrast, showed a near-zero or even negative effect.
When aspen stands did burn, Pelletier found they did so more slowly: A tree cover of 50% aspen burned at about 224 hectares per day, compared to 717 hectares per day in areas where aspen made up less than 10% of the cover. That’s the equivalent of about 1,000 FIFA-regulation soccer pitches per day in places where aspen are sparser — like Aspen Acres.
Even more surprising, though, was that the pattern held true in the early season, when the trees are still twiggy and have yet to grow their moisture-filled leaves, and despite the severity of fire weather. “Aspen still showed resilience even when the fire weather was very intense, [like in 2023, when] we had all the fires,” Pelletier said.
But she was also the first to admit that seasons are getting more extreme, and that there’s no guarantee the pattern will hold for the next 10 or 20 years.
Pelletier was reluctant to make a policy recommendation based on her research, noting that she’s not a forest manager. But in Alberta and British Columbia, timber companies spray hundreds of thousands of acres of timber with glyphosate, an herbicide, to kill off aspens because the trees outcompete the more commercially valuable conifers. Her findings are “a big argument to stop the spreading of herbicides because you’re increasing the risk of fire in your forest by removing aspen,” Pelletier said.
Despite her hesitation, Pelletier is explicit in her paper about one thing: that aspens “should be encouraged — specifically around key landscape positions, such as population centers” — given that they are a proven means of hardening the wildland-urban interface against wildfires. It might be too late for the idyllically named Aspen Acres, of course; any of the aspens that once drew tourists to the area are likely now ash.
But this not be Colorado’s last fire, either.
Current conditions: More than two dozen locations across the Mountain West and Midwest broke temperature records Sunday as the nation’s heat wave roasted the Central United States • At least 12 people died fleeing a sweeping wildfire in Spain as hundreds of firefighters battled the flames • In Colorado, the ongoing Aspen Acres Fire has destroyed 780 structures.
During President Donald Trump’s first term, his administration’s big fight over public lands centered on the last two national monuments approved by Barack Obama on the way out of office. In 2017, Trump signed executive orders slashing the size of Bears Ears National Monument by 85% and nearby Grand Staircase-Escalante, both located in Utah, by half. Legal challenges were still pending when President Joe Biden restored the reserves to their initial size in 2021. But ABC4 in Utah reported last week that Trump planned to announce a new executive order to shrink the boundaries of the monuments yet again, likely this afternoon. “The Antiquities Act was a one-way statute when Teddy Roosevelt signed it into law. It was a one-way statute when President Trump tried to ignore it in 2017. It’s still a one-way statute today,” Aaron Weiss, the executive director of the Center for Western Priorities, said in a statement. “Just last month, Congress had a chance to weaken the management plan for Grand Staircase-Escalante and declined.”
In April, the Senate approved a House resolution using the Congressional Review Act to clear the way for a mining operation near Minnesota’s Boundary Waters, in what my colleague Jeva Lange called a declaration of “open season on public lands.”
Over the past 12 months ending in July, 56 fusion companies raised a total of $4.5 billion, a 69% jump over 2025’s total. That’s according to the latest data from the Fusion Industry Association’s annual report. Total funding since 2021 now stands at $14.2 billion, a sevenfold increase. Twice as many companies are now competing as when the report was first published six years ago. This year’s figures include major financing rounds from Commonwealth Fusion Systems, which raised $863 million last August; Inertia Enterprises, which brought in $450 million in February; Helion Energy, which raked in $456 million last month; and the European champion Proxima Energy, which netted $518 million this month.

Back in January, I told you when the price of copper hit a record high. We kept track, too, of Chilean miners’ plans to ramp up production last month. But Chile’s output of copper fell sharply in May, according to a Mining.com analysis of data from Codelco, the country’s national miner. Production from major miners such as BHP dropped over 18% year-on-year to 106,300 metric tons. The fall comes as key mines in the South American nation face declining ore quality.
The move comes right as one of China’s biggest solar manufacturers switched from using silver to copper in its panels in response to what Bloomberg described as the surging prices of the precious metal.
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The world’s first commercial satellite powered by nuclear energy has launched into space after escaping the Earth’s atmosphere on a SpaceX Transporter-17 vessel. Miami-based City Labs, the company behind the launch, specializes in designing, developing, and manufacturing micro power technology based on the radioisotope tritium. The technology is meant to provide long-lasting, maintenance-free power for medical, industrial and space applications. “This is a historic step for commercial nuclear power in space,” City Labs CEO Peter Cabauy told World Nuclear News. The system “demonstrates that safe, compact, and regulatory-approved nuclear power systems are ready for routine commercial deployment.” The technology “enables persistent, always-on” operations “that are not constrained by sunlight or battery life.”
New York is behind on its development of clean energy. Its offshore wind buildout has stagnated. The state has limited space and sunlight for large-scale solar. And while Albany is positioning itself as the state leader on nuclear power with plans to construct more reactors upstate, those efforts are long term, and only just began. But one source of green power is expanding faster than expected: rooftop solar. New Yorkers installed 8 gigawatts of distributed solar capacity, putting the state ahead of schedule moving toward its legally-binding goal of 10 gigawatts by 2030. “New York continues to set the bar high as we mark another milestone for solar within our communities across the state,” New York Governor Kathy Hochul, a Democrat, said in a statement. “This is low-cost, reliable clean energy that is delivering cost savings for families and businesses while expanding the availability of renewable energy which benefits our environment, our economy and contributes to New York’s diverse energy resource mix.” That’s optimistic. But as Heatmap’s contributor Jesse Jenkins explained on our Shift Key podcast in 2023, there are limits to how big an impact rooftop solar can have on emissions.
China, as I told you last week, has been investing heavily in green hydrogen. The statement in Beijing’s latest Five-Year Plan confirms that green hydrogen, ammonia, and methanol “will play a significant role in decarbonizing China,” Hydrogen Insight reported.