Sep. 10 at 12:10 PM
$EOSE $TE $CSIQ $TSLA
The more solar power that is running, the further right the supply curve shifts, curbing demand for traditional power plants and suppressing prices. Whereas this previously teed up a sudden surge in prices at sunset as panels went dark, the arrival of batteries at scale, allowing surplus solar power generated in the afternoon to be deployed later, has extended price suppression into the evening. Texas added more battery capacity in the 12 months through July than any other state, accounting for roughly a third of total US additions, according to data by the EIA
https://www.bloomberg.com/opinion/articles/2026-09-08/texas-power-grid-is-being-transformed-by-solar-power?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc4OTA0MjE1MywiZXhwIjoxNzg5NjQ2OTUzLCJhcnRpY2xlSWQiOiJUTDFMODFLSUpIOUEwMCIsImJjb25uZWN0SWQiOiI4NkU0M0VCREJFRkY0Q0RGOTI4MzU0MTVGMUYzMzg3RSJ9.NFy33plzb43LURkJj5TfFKLl2NFGJTu2laQW6NMx_UQ
