Comment by libraryatnight
3 days ago
"Tidal energy is valuable but geographically constrained" Is this really a negative? Can it not be simply viewed as a boon for places where geographically reasonable? I live in Arizona, I'll not be upset when left out of tidal energy - I've got solar and a sunshine surplus.
the hard part with geographically constrained sources is that they have a harder time getting economies of scale. solar works everywhere and is really easy to install, so the market cap is massive, leading to corresponding increases in production efficiency.
And importantly, China isn't on the list of places this works, and China is the only place in the world for generalist manufacturing at scale.