The rest of the English-speaking world seems set to keep moving forward into a working energy future. And the rest of Europe too.
Take China, emerging as Earth’s first electro-state. The Wall Street Journal had an excellent account this week of just how far our economies are diverging. Autos are a key piece of technology, one that produces both a large supply and technology chain, and a clue to a country’s identity. In America, Peter Landers, pointed out, the “standard family choice” is a $50,000 gas-fired SUV; in China,
A majority of new vehicles sold in China are either fully electric or plug-in hybrids, and a look around the recent auto show in Shanghai showed that local makers have mostly stopped introducing new gasoline-powered models. In the U.S., by contrast, the traditional combustion engine still powers about 8 in 10 new vehicles.
The price difference is overwhelming. Chinese car buyers no longer need to debate whether an EV can be made affordable, not when a decent starter model costs $10,000 and a luxury seven-seater with reclining massage chairs can be had for $50,000. Because of customer demand, even the low-end models come with advanced driver-assistance software.
Ten thousand dollars for a “decent starter model.” We’re not talking junk: “a new Toyota electric-powered sport-utility vehicle for about $15,000, complete with sunroof and cup holders.” Some of this comes because Chinese automakers are paid less (enough, however, to afford a new car); some of it comes from increasingly roboticized factories; and some of it comes from government subsidy. Because the government has decided it wants to own the future: Whose cars do you think are going to do better in, um, “foreign lands”? Bloomberg, in March, reported that Chinese automakers were “taking over roads from Brazil to South Africa”:
In South Africa, China-made vehicles account for nearly 10% of sales, or about five times the volume sold in 2019. In Turkey, Chinese brands claimed an 8% share in the first six months of 2024, up from almost none in 2022. In Chile, they have accounted for nearly a third of auto sales for several years running.
China sends more vehicles abroad than any other country, and its passenger car exports surged nearly 20% to 4.9 million in 2024 alone, according to the China Association of Automobile Manufacturers—from less than 1 million in 2020.
In Brazil,
Luiz Palladino, 61, an engineer who has owned GM and Honda vehicles in the past and currently drives a Haval H6 EV, compared the car with much more expensive luxury cars.
“The moment I got into the car I thought: It’s in line with BMWs, Audis, with top-notch car finishing,” he said. “It has everything I want.”
Ok, that’s China (where thanks to huge solar buildout the use of coal for electricity dropped 5% in the first quarter, even as electricity demand surged). Now let’s look at Britain, where humans first learned to burn fossil fuels in quantity in the 18th century. There, the Labor government is apparently set to announce that all new homes will come with solar panels up top.
Housebuilders would be mandated by law to install solar roof panels on new properties by 2027 under new rules, seen by The Times, which ministers have claimed would slash energy bills and reduce emissions.
The change was estimated to add about £3,300 to the cost of building a semi-detached or terraced house and just under £4,000 for a detached property.
However, it was expected that new homeowners would recoup the extra costs within four years, with an average three-bedroom semi-detached saving more than £1,000 a year on energy bills.
This makes eminent sense because
Fitting solar power during construction is much cheaper than adding it to older buildings, which requires costly scaffolding and often new wiring. The payoff will be lower bills for consumers and lower emissions from buildings, which have become the second-biggest carbon polluter after transport.
And it comes despite the efforts of former British Prime Minister (and current Saudi lobbyist) Tony Blair to scupper such advances. Keir Starmer has four more years on his electoral mandate; Canada’s Mark Carney five, and after last week’s smashing election win Australia’s Anthony Albanese has three; the rest of the English-speaking world seems set to keep moving forward into a working energy future. And the rest of Europe too.
In Germany, for instance, as many as 3 million apartments may now have “balcony solar” arrays, solar panels that can be bought for a few hundred euros at the equivalent of Home Depot, hung from the railing of your veranda, and plugged straight into the wall, where they provide a reasonable amount of power. As France 24 reported recently:
City authorities in Frankfurt gave Christoph Stadelmann, a 60-year-old teacher, half of the 650 euros ($676) he paid for his kit at the beginning of last year.
Stadelmann expects to make his money back within three years.
Mirjam Sax said she would recommend balcony solar panels in spite of Germany's sometimes grey weather.
"If you've got a balcony, if you've got a bit of sun, you can put up a panel or two to see if it's worth it," she said.
"It's easy, and there's a price for every budget."
You can’t do that in America, because our country has fallen behind these foreign lands. As Grist reported last week, Underwriters Laboratory, which certifies appliances, hasn’t bothered to do the work to approve the systems, which means they can’t legally be installed in most places.
These challenges will take time and effort to overcome, but they’re not insurmountable, advocates of the technology said. Even now, a team of entrepreneurs and research scientists, backed by federal funding, are creating these standards. Their work mirrors what happened in Germany nearly a decade ago, when clean energy advocates and companies began lobbying the country’s electrical certification body to amend safety regulations to legalize balcony solar.
In 2017, Verband der Elektrotechnik, or VDE, a German certification body that issues product and safety standards for electrical products, released the first guideline that allowed for balcony solar systems. While such systems existed before VDE took this step, the benchmark it established allowed manufacturers to sell them widely, creating a booming industry.
“Relentless individuals” were key to making that happen, said Christian Ofenheusle, the founder of EmpowerSource, a Berlin-based company that promotes balcony solar. Members of a German solar industry association spent years advocating for the technology and worked with VDE to carve a path toward standardizing balcony solar systems.
Happily, we have some “relentless individuals” here as well—Cora Stryker, for instance, who this year started Bright Saver—to bring the balcony technology to America. I talked with her at some length last week: I’ve stuck our exchange into question-and-answer format below
- Is America finally getting balcony solar!? Tell me about how you heard about this new development and got involved.
Yes! We’re already doing installations in the SF Bay Area and we are looking for early adopters to help us start a “balcony” plug-in solar movement in this country like the one we are seeing in Germany. As you know, plug-in solar isn’t just for balconies. It can go almost anywhere—in the backyard, the side of a house, in front of a garage, etc. My cofounders and I started Bright Saver because we believe that the benefits of producing clean energy at home should be available to everyone, not just homeowners with good roofs who can commit to spending $20-30k, although our system is also great for folks like me who have maxed out our rooftop solar capacity and want more power. Rooftop solar is all or nothing—what we are offering is a more modular, lower-commitment, more affordable, and versatile solar option as an alternative.
In this political climate, I think we are all looking for solutions that give the power to us, literally, rather than relying on government to solve climate.
I first heard about balcony solar when you started writing about it, actually! Then I met my cofounders Kevin Chou and Rupert Mayer—tech entrepreneurs who got the climate call—and I joined as the long-time climate advocate among us.
2) What's your hope for this project—how big can this get?
We can get big. Really big.
Seventy percent of Americans can’t get rooftop solar, but millions in that group want it. How can we produce more clean energy nationwide? We believe the solution is to address accessibility first, giving everyone an option to produce solar at home. This will give millions of Americans an option to become primary producers of their own energy, saving on electricity bills, and, we believe, bringing millions into the climate movement, giving us all hope that the power to address climate rests in our hands.
If we do this right, we follow in Germany’s footsteps, and produce several gigawatts of clean energy annually. However, unlike Germany, we can’t take the risk of letting it take 10 years to ramp up because we don’t have 10 years when it comes to climate. That’s why we started Bright Saver—to make this happen more quickly than it would on its own.
3) The U.S. has different wiring than Europe—explain if this is a problem and how it's overcome?
That’s been a structural—pun intended—concern for some time. In Europe, you can buy plug-in solar units at the grocery store for a few hundred Euros, plug them into the wall, and you’re done. Unfortunately, we can’t use those European systems because, as you point out, we have a 120-volt electrical system and most of Europe is on a 230-volt system.
Here, we are limited in the number of systems that are compatible with our electrical system and they are expensive and not easy to install. We exist to eliminate these barriers to adoption. For instance, as a nonprofit, we keep our prices low and we install the system, a complicated process that requires a licensed electrician.
My job is to put myself out of a job—if we jumpstart this movement now, we get more manufacturers into the game; competition drives down prices and increases ease of use, which stimulates more widespread adoption; and the virtuous cycle continues on market forces without us. In this political climate, I think we are all looking for solutions that give the power to us, literally, rather than relying on government to solve climate.
4) What do you need from local authorities to really make this happen?
We are primarily installing units in the backyard or front yard, where we believe permits are rarely a concern. I have young kids, and I can’t think of any parents who got a permit to put a trampoline or a slide in the backyard. Similarly, the 800 watt units we are installing are impermanent structures which you plug into an outdoor outlet like an appliance. They are half the electricity load of a hair dryer, and we include a smart power meter to make sure they never backfeed into the grid.
What we need is local and state legislation like what just passed unanimously in Utah. As you know, that legislation eliminates the ambiguity when it comes to mounted plug-in systems so folks can put them anywhere that is convenient for them. In fact, part of our nonprofit’s mission is to build a national coalition of advocacy groups to help pass such legislation in all 50 states—so please get in touch if you know groups that might want to join our coalition!
5) Why do you need donations to get this started?
Without donations, we stay small and grow slowly. I’ve been approached by several venture capitalists who say to me, you have huge market potential—let’s talk! But we want to keep lowering and lowering prices as we get bigger, not feeling the pressure of investors wanting us to raise prices and increase profits. We are a nonprofit because, well, w're not here to profit—we are here to bring solar to everyone who wants it.
We have a big vision to give all Americans the option to become energy independent. We plan to include home battery storage in the future, but we are only four months old, we have limited funding, and we need to start somewhere. Donating or becoming an early adopter will make it possible for us to stay true to our mission of serving everyone with solar energy and growing the climate movement so that every household of every means can start producing their own energy from the sun.
Many thanks to Stryker and her friends for getting this off the ground (and if you think it tickles me that she first read about the concept in this newsletter, then you’re right; that’s why I do this).
And here’s the thing. Though Americans aren’t used to it, there’s sometimes something useful in being behind all those other foreign lands. They’ve figured out what needs to happen, and all we have to do is copy. That’s what China did for decades—maybe it’s our turn. And now I’m going to go watch a bunch of foreign movies before the tariffs kick in.
