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Solar supply is no longer a constraint. Around 600 GW were installed globally in 2024 and global capacity is now over a terawatt per year; total capacity of all sources installed in the US is about 1.2 terawatts. Modules are cheap, abundant, and getting installed almost everywhere, including places that previously didn't have much, if any, electricity. If we get to 1 TW of PV modules shipped every year, that would be like "multiple single digits percent of total electricity demand every year being added from just solar electrons." Key question though: how much demand will there be? And how much induced demand? Solar in many parts of Africa, Southeast Asia, and South America is not displacing existing generation, it's bringing generation where there wasn't any. Meanwhile, the bigger questions are around how you configure a system around very, very low cost but variable power: ⚡ How quickly does storage scale? ⚡ Can you move demand around to match supply? ⚡ How do energy systems in places that aren't electrified get designed to account for variability? "Flexibility on the demand side is the more interesting question for the future than how much solar are we going to manufacture." 👉 Full conversation with Nat Bullard in the reply.