Good read on solar

https://open.substack.com/pub/constructionphysics/p/understanding-solar-energy?r=2dg5&utm_medium=ios

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

Good article, nice technical depth. 

First comment is very helpful on the clarification of AC vs DC capacity factor, though it's an in-the-weeds detail that doesn't really change the jist. Still an important point. 

And separately, while solar costs coming down presents a significant opportunity for expanding traditional solar footprints, there is also the potential for vastly different form factors and applications. Similar to the point that EVs represent synthetic storage, decreased cost of solar PVs enables (maybe encourages) the development of "synthetic" or secondary capture. Think windows, industrial surface cladding, etc.