by Adam English, Outsider Club:
Right now, there are two strong, positive themes in energy: solar and natural gas are dominating headlines.
Not only are both steadily capturing a majority of market share, but both are also in line with the priorities of the entire political spectrum.
New natural gas power plants are considerably cheaper than coal, especially with new environmental regulations.
At the same time, the old story of solar being anathema to business and the forces of capitalism are gone. The old concept of having to compromise on price for environmental reasons is dead and buried.
Both natural gas and solar are delivering a one-two punch for emissions and price efficiency. Old adversaries are on the same page.
However, in the near future, we’ll see a divergence that will not undermine either but that will offer a clear advantage to continued expansion of solar power, especially the power supplied by utility-scale projects.
As it happens, solar will become a dominant factor in reducing emissions, consumer bills, and corporate profits.
The Natural Gas Side
This is a two-sided process. On the first side, we have abnormally cheap natural gas due to the fracking boom.
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