Elsewhere in the world, Australia is saving money due to the rollout of renewables [1]. So is the UK [2] 3. A billion in march alone.
1 https://www.afr.com/policy/energy-and-climate/record-battery... 2 https://www.theguardian.com/environment/2025/oct/28/wind-pow... 3 https://www.carbonbrief.org/analysis-record-wind-and-solar-s...
The subsidy is that different technologies secure a premium on the CfD. For a UK solar farm the strike price most recently was £65 per MWh. In case you were wondering no, nobody will run a gas power plant for £65 per MWh, even before Trump's war spiked price 50-100%
Yes, the offshore wind farms are significantly more expensive than a solar CfD, their strike prices were close to £100 and for that much money (adjusting for inflation) you could definitely get interest from gas plants, especially before the war - but now we're into the weeds about platform diversity. A Middle East war seems like a particularly stupid time to insist we shouldn't desire diversity...
Because of how summer works, this "But solar energy is expensive, gas is cheaper" is going to take a break for a few months because it will seem very silly, but it won't go far, expect it back in autumn.
You can already see it in charts, initially BESS shifts some of that peak midday sun energy to evening usage where it's worth more to us, but gradually competition drives down that evening price and so the BESS cuts deep into the night chasing those higher prices. It's most exaggerated in Australia today, where the reason the power is relatively cheap when you wake up before dawn isn't that somehow coal is less expensive at night - it is because much of that is solar power from yesterday and if they don't sell it to you now for whatever price they can get they've wasted a whole cycle, 'cos the sun, with free power, is coming up like it or not.
If you live in Arizona or in tropical climate maybe. For anybody else it is bullshit.
Solar production fell to few percents of its peak when the sky is covered.
Many European regions can spent multiple weeks during Winter with the sky entirely covered.
BESS is nowhere near the capacity required to even go pass a single day. And it is unlikely to change even over the next 10y.
So hoping to run entirely on Solar + BESS for a multi week Dunkelflaute is living in dreamland, no reality.
What happens in practice is that country like Germany will need to have a backup Gaz that matches its peak consumption in Winter if they want to go full renewable.
The other option is to throw the problem on your neighbours with interconnects. This is what Germany does with mainly Norway, Sweden and France. And this is not a sustainable solution.
These periods coincidentally
The next one in july should be interesting!