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commercialsolarguy.com
Commercial Solar Guy
@commercialsolarguy.com
Solar (tech/finance/project) news.

Consult/Develop/Construct: https://commercialsolarguy.com/

Editor: https://pv-magazine-usa.com/author/johnweaver/

Professional: https://www.linkedin.com/in/johnfitzgeraldweaver

Born 336.74

Cambridge, MA, USA, Earth
I use IB, and…

7. I do my IRA stuff there, traditional and Roth. In fact, just rolled my $7k 2026 Traditional into my 2026 Roth about ten minutes ago.

8. when I need help I have spoken to humans twice. Mostly don’t need much help because I’m not a trader - buy, hodl
January 8, 2026 at 5:20 PM
Newer modules use less silver per module:
For a standard TOPCon module made in 2025, BNEF assumes 8.96mg of silver per W, so it's more like 9g per 1kW of panels (which is roughly 2 panels) due to material use gains since this paper was researched.
January 8, 2026 at 10:55 AM
I’ve not read the book either, this is more a comment on political stuff surrounding the topic - and you’re definitely not chatting with me due to my political wisdom and experience :)
January 7, 2026 at 1:16 PM
We’ve done the impossible! Abundance!
January 7, 2026 at 11:34 AM
Also the abundance’ thing is a right wing Koch brother creation that has been getting pushed for almost a decade now.
January 7, 2026 at 11:22 AM
Isn’t 400 MW times 52 weeks, 20.8 GW? And are t we doing at least double that already?
January 7, 2026 at 11:20 AM
I could pay for a dinner out for two with one of these, no wine though
January 6, 2026 at 6:25 PM
Goes even further:
A thread on early moments in climate science.
January 6, 2026 at 3:11 PM
$1.42/W - about the same price to construct the project.

So, yes, it killed this project. $1 million would be stretching it.
January 6, 2026 at 1:59 PM
In that case, it had both, and didn't go forward.

The rule of thumb I have in the spreadsheet is $0.15/Wdc for grid upgrade costs. For these projects, we'd budgeted a little higher - $300,000 total for potential substation upgrades (didn't expect powerline upgrades).
January 6, 2026 at 1:47 PM
And technically, already happens in MA. Also, these costs don't apply to resi - they don't upgrade the grid and need utility inspections.

In MA, projects below 15 kWac don't pay any grid upgrade costs when connecting to upgraded substations. Commercial Projects pay the CIP fee though.
January 6, 2026 at 1:37 PM
Ahhh, I'd argue costs range quite a bit - here's a separate project's interconnection costs. Got one for $10 million floating around if you're interested. :-)
January 6, 2026 at 1:33 PM
Honk gaggle honk
January 5, 2026 at 11:01 PM
Was wondering if my currency conversion was wrong initially, as agreed, total value not great.

but...

Silver going from 5% to 14%, for a $0.0.8-0.1/W cost module adds ~$0.0072-0.009, meaning the $0.003 is 33-42% of that. Not bad actually.

Also, silver for higher efficiency is now premium product.
January 5, 2026 at 3:24 PM
My guess is, based on how LONGi makes decisions, is that the price decrease vs efficiency decrease, will not leas to a next *increase* of levelized cost of electricity from the modules.

Meaning, efficiency losses, which drive up overall generation costs, won’t overpower long term ROI.
January 5, 2026 at 2:34 PM