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@JessePeltan Avatar @JessePeltan Jesse Peltan

Jesse Peltan is discussing the US and China's energy landscape, highlighting China's rapid growth in solar energy. China now generates more electricity from solar than the US and India, with its solar capacity doubling every two years. The US is being left behind, with Peltan suggesting that America's inaction and regulatory hurdles are hindering its ability to compete in the global energy market.

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Social category influence countries finance automotive brands stocks

Social topic influence china #2097, sunlight #62, tesla #2118, $37k, $30k, $23k, tariffs #460, generated, up the, has been

Top assets mentioned Tesla, Inc. (TSLA)

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Top posts by engagements in the last XX hours

"Having surplus housing for a few years seems preferable to a perpetual housing shortage that drives up the cost of living and limits economic growth"
X Link @JessePeltan 2025-10-05T21:46Z 57.7K followers, 2853 engagements

"The balance of global power is shifting. Petrostates will lose relevance. For the U.S. to even retain its position we need to massively expand solar and storage manufacturing capacity"
X Link @JessePeltan 2025-10-13T16:36Z 57.8K followers, 15.6K engagements

"The cheapest form of energy on Earth is always has been and always will be sunlight. Nothing else compares in abundance. Our entire "primary energy supply" is a drop in the bucket; inaudible noise in the torrent of energy that powers our agriculture and our planet. Its significance stems not from its magnitude but from the precision with which we can direct it. We are biological chemically-fueled beings. It is only natural that our ascent began with chemical fuels. We were not born with the machinery to harness the power of the Sun but its precursors have been gifted to us in excess. Our"
X Link @JessePeltan 2025-10-14T21:59Z 57.8K followers, 6341 engagements

"The obvious answer to our immediate electricity needs is 10000 of these. Nothing else can be deployed as quickly cheaply or effectively"
X Link @JessePeltan 2025-10-07T20:43Z 57.7K followers, 10.7K engagements

"This hasnt gotten even X% of the attention it deserves. Massively underrated product"
X Link @JessePeltan 2025-09-18T19:38Z 57.8K followers, 1.5M engagements

"The anti-solar mind virus has infected the GOP. There are still plenty of principled conservatives but theyre being drowned out by ideologues and cronies. Look at this chart and tell me again how solar isnt real energy"
X Link @JessePeltan 2025-06-06T22:36Z 57.8K followers, 25.4M engagements

"@kimbal They dont understand"
X Link @JessePeltan 2025-06-17T22:28Z 57.8K followers, 35.8M engagements

"$37k today is $29k in 2019. Now the Standard Model X is cheaper than the cheapest Model X from 2019 AND has as much range as the Long Range did. Tesla has driven down costs by much more than the value of the tax credit"
X Link @JessePeltan 2025-10-08T18:18Z 57.7K followers, 8491 engagements

"Standard now means XXX miles of range. People do not appreciate the significance of this"
X Link @JessePeltan 2025-10-08T17:40Z 57.8K followers, 63.1K engagements

"@pronounced_kyle America should buy more land"
X Link @JessePeltan 2025-10-02T18:49Z 57.8K followers, 1428 engagements

"perhaps we should also build things ✨ proactively ✨"
X Link @JessePeltan 2025-10-05T21:45Z 57.8K followers, 6575 engagements

"ATTN: U.S. POLICYMAKERS"
X Link @JessePeltan 2025-08-29T23:13Z 57.8K followers, 26.1M engagements

"Who is running this account Embarrassing. U.S. generation is finally growing after decades of stagnation. Nuclear hasnt kept up while wind and solar have continued to grow faster than demand. (mostly solar now) Theres NO WAY that the DOE doesnt know this"
X Link @JessePeltan 2025-06-06T22:30Z 57.8K followers, 13.5M engagements

"Not a single one of you is bullish enough. Tesla is fundamentally reshaping energy flows on Earth. The finance bro mind cannot comprehend this"
X Link @JessePeltan 2025-09-22T13:00Z 57.8K followers, 120.2K engagements

"If we actually stopped drilling today wed have an energy crisis within months"
X Link @JessePeltan 2025-10-05T20:07Z 57.8K followers, 13.9K engagements

"We use about 1/8th as much silicon to make a watt of solar panels as we did XX years ago. Consequently energy payback is about 5x faster. (there are energy costs other than silicon) Modern panels use so little energy to manufacture that they could be in the shade most of their life and still generate multiples of the energy it took to produce and install them. Solar panels provide both energy production and distribution. In a centralized system energy production provides a positive return on energy but distribution is only a cost. With solar you get to make panels with cheap industrial energy"
X Link @JessePeltan 2024-10-15T20:11Z 57.8K followers, 2.9M engagements

"@Hello_World @grok what percentage of global primary energy goes into the production of electricity"
X Link @JessePeltan 2025-10-14T00:31Z 57.8K followers, XXX engagements

"I hate to break it to you but your favorite energy source does not use less land than solar on a roof and batteries on a wall"
X Link @JessePeltan 2025-10-13T18:24Z 57.8K followers, 41.8K engagements

"ATTN: BATTERY HATERS What is a refrigerator"
X Link @JessePeltan 2025-10-14T00:21Z 57.8K followers, 12K engagements

"When you charge a battery with a combined cycle gas plant and discharge it to avoid burning diesel in a reciprocating peaker that saves money even though round trip efficiency is 100%. This should not be controversial. Stop pretending like you dont understand how batteries work"
X Link @JessePeltan 2025-10-14T23:07Z 57.8K followers, 6028 engagements

"There is no reason solar panels can't last for 40+ years. These panels in Switzerland were installed in 1982 and they're STILL producing at XX% capacity"
X Link @JessePeltan 2025-05-11T07:12Z 57.8K followers, 461.7K engagements

"California is #1 in solar and #1 in price increases. Nevada is #2 in solar and #50 in price increases. Maybe. just maybe. it's NOT the solar that makes California expensive"
X Link @JessePeltan 2025-10-08T04:39Z 57.8K followers, 55.8K engagements

"The blue line wouldn't be flat if American companies put half as much effort into actually building things as they do into lawfare"
X Link @JessePeltan 2025-05-26T20:12Z 57.8K followers, 25M engagements

"If China's XXX GW of installed solar operated at U.S. capacity factors it would generate XX% of U.S. electricity. We have a massive irradiance advantage especially compared to Southeastern China. The U.S. should dominate in solar but we are getting absolutely smoked. Even with poorer solar resources China generates 3x as much electricity from solar. China's solar generation now exceeds U.S. nuclear. (and exceeds Chinese nuclear by a factor of 2)"
X Link @JessePeltan 2025-05-08T14:57Z 57.8K followers, 16.3M engagements

"reliable and unreliable are nonsensical categories. Its crazy to declare by fiat that some generators are reliable and subsidize them with out of market compensation. The beauty of an energy-only market is that you only pay for capacity that actually shows up in proportion to how well it does so. Just because a generator is fueled by coal that does not mean its categorically reliable. Just because the Sun goes down at night that does not mean that solar cant provide valuable capacity in a summer peaking grid. You should not have to pay extra for generation that freezes in a winter storm or"
X Link @JessePeltan 2025-10-14T22:46Z 57.8K followers, 2256 engagements

"We owe it to the mammoths to bring them back"
X Link @JessePeltan 2025-05-20T05:11Z 57.8K followers, 66.3K engagements

"Electricity is becoming the primary heat source for American homes. (52% of Single-Family and XX% of Multi-Family built in 2024) This is despite cost socialization and it would go a lot faster if we stopped doing that. In most of the U.S. peak electricity demand occurs in the summer. We have to build the grid to handle that peak capacity regardless of how much we use it rest of the year. (many components are thermally limited so the grid actually has more distribution capacity in the winter) Charging for distribution by the kWh penalizes people who heat with electricity and subsidizes other"
X Link @JessePeltan 2025-10-13T23:40Z 57.8K followers, 33.3K engagements

"Were not shooting ourselves in the foot. Were shooting ourselves in the chest"
X Link @JessePeltan 2025-06-28T16:21Z 57.8K followers, 19.5M engagements

"It is completely absurd to regulate rare earth processing out of existence while you have operating coal fired power plants"
X Link @JessePeltan 2025-10-14T19:31Z 57.8K followers, 4426 engagements

"California really needs to legalize plug-in solar and storage"
X Link @JessePeltan 2025-10-05T20:33Z 57.7K followers, 20.3K engagements

"Man. This guy would win in a landslide"
X Link @JessePeltan 2025-06-05T16:26Z 57.8K followers, 43.9M engagements

"think of all the farmland we would save if we just used coal instead of all those ugly solar panels"
X Link @JessePeltan 2025-08-26T17:56Z 57.8K followers, 12.7K engagements

"Model X is intended to be around a $30k price point (2006) $37k today is $23k in 2006"
X Link @JessePeltan 2025-10-08T00:45Z 57.8K followers, 2.9M engagements

"How much of NYC would you need to cover in solar panels to turn it into a net exporter of electricity NYC uses about XX TWh of electricity per year. NYC has XXX square kilometers of land area and a GHI of X kWh/m2/day giving a primary solar resource of 1100 TWh/year - more than 20x electricity demand. Let's assume we only place panels over existing impervious surfaces on buildings and parking lots. (the impervious part of the first 45.5%) That brings our area to XXX sq km and our solar resource to XXX TWh/year. With XX% efficient panels and XX% system losses (for dust inverter losses etc.) we"
X Link @JessePeltan 2025-05-03T17:41Z 57.8K followers, 3.3M engagements

"Solar in China generated 1/3 as much as all U.S. generation last month. And its doubling every X years"
X Link @JessePeltan 2025-06-20T00:18Z 57.8K followers, 27.3M engagements

"The anti-solar propaganda is NOT coming from "the right" or the American "fossil fuel industry." There's a small loud subset that's too stupid to understand what's in their own interest and has fallen prey to foreign propaganda. Koch Industries is powering oil refineries with solar for the purpose of and I quote ".enhancing energy reliability reducing operational costs improving energy efficiency" Solar reduces electricity costs and improves resilience. Electrification lowers drilling and opex costs. Electrification solar and storage make American oil and gas more competitive globally"
X Link @JessePeltan 2025-10-13T19:02Z 57.8K followers, 26.7K engagements

"Nevada had the lowest increase in electricity prices in the entire nation (falling in real terms) despite rising demand thanks largely to the massive amount of solar it's built. Reversing that course is the dumbest thing we could possibly do"
X Link @JessePeltan 2025-10-13T19:31Z 57.8K followers, 60.5K engagements

"Uncaptured sunlight is the biggest waste of energy on Earth by multiple orders of magnitude. Most of the 173000 terawatts we get from the Sun strikes no leaf no eye no living thing. Capturing just X% of that sunlight would 100x humanitys energy supply"
X Link @JessePeltan 2025-07-28T09:08Z 57.8K followers, 6.7M engagements

"There is absolutely no reason consumers should be paying $0.40/kWh in a state as sunny as California"
X Link @JessePeltan 2025-10-05T20:34Z 57.8K followers, 1354 engagements