LMSolar
So the author's list of 'Why Stuff is Bad' should * certainly * include 'lack of anti-trust laws and enforcement'. Rent-seeking, anti-trust, regulatory capture should all be mentioned in this under-thought blog product.
Seriously, not mentioning useful regulation and standards as a countermeasure to the negative trends the author describes seems like willful blindness.
[1] Phoebus Cartel https://en.wikipedia.org/wiki/Phoebus_cartel
[1] https://www.omlet.us/shop/chicken_keeping/automatic_chicken_...
SPAC Solar Unicorn Heliogen sold for $10M
Super-niche gear design software, Gearotic
While both 'work' technically, you're still paying to buy and maintain the electro-mechanical system of the heliostat to get an improvement in PV output [2]
So, the active-tracking investment is in competition with the brute-force approach: just buy and install more super-affordable PV panels. e.g. put some oriented for morning light, some for afternoon, etc.
I've heard first-hand that SV VC investors were shocked how fast PV got cheap vs more-complex / active systems like Ivanpah.
If you're optimizing a single PV asset for max output (constrained PV panel supply), active tracking pays off - but in most non-maritime or space applications, it's better just to install more fixed-position PV panels because they are cheap and because supporting a mechanical system can be expensive.
All that said, we think there are huge applications for non-CSP use of heliostats, e.g. for industrial and agricultural heat. [3]
But CSP's usefullness for electricity production is uncertain at best, IMO.
[1] http://www.lm.solar/heliostats/ [2] https://www.sciencedirect.com/science/article/abs/pii/S22131... [3] https://lm.solar/solar-plastic-molding/
Ivanpah Solar Thermal Units Shutting Down, as Tech Shifts
Link: https://www.gardenoflife.com/raw-organic-fit-protein-chocola...
a) Surprised that on HN no one has commented on the similarities with Heliogen: https://www.heliogen.com/ This US-based company backed by Bill Gates and Bill Gross similarly focuses on high-temperature heliostat applications, e.g. green hydrogen and concrete etc. They even have similar hexagonal-mirror heliostats. b) Why these CSP startups so often focus on moon-shot 'super hard' applications like the above baffles me. There are LOTS of great applications for lower temperature solar thermal systems - which are much easier to build and operate. Our plastic-molding systems are just one example: http://lm.solar c) It's a little odd to be doing CSP in Germany - Heliostats need collimated light (non-diffuse light, e.g. light that casts a shadow) and Germany has pretty low DNI compared to, say, Morocco. I know the article says they plan to deploy commercially to Spain, but even a test system would be super hard to operate with frequent haze, high cloud layers, etc. To be clear, not saying PV-solar is impractical in Germany - PV can harvest diffuse light just fine.
Funny that the photo of the solar tower / target in the article shows an overcast sky! Global Solar Atlas gives annual average DNI of @ 1000 kWh/M2/year at Jülich, which is way low. https://globalsolaratlas.info/detail?c=50.922093,6.361102,11...
I wish them luck, but there are likely more practical, impactful uses for CSP.
PS Re the 'sunlight is free' comments... yes but if your process is very inefficient and/or requires a huge heliostat array then CapEx goes way up (which has to be financed = cost) and then you get into needing automated cleaning robots to keep your array working well (see Ivanpah - https://en.wikipedia.org/wiki/Ivanpah_Solar_Power_Facility ), etc.
The cascading effects of moon-shot application => huge CSP system => problems (high CapEx, huge physical sites, permitting problems, need for automated cleaning etc) are exactly why we're working on industrial uses for SMALL heliostat arrays. And why grid-scale CSP (electric generation) systems generally get trounced by PV+battery systems.