LCOE

topic on 2 shows · 4 statements across 4 episodes

Catalyst the a16z Podcast

4 statements about LCOE, every show

CATALYST Prediction Open · timeframe Mar 2029
Araque: Super-hot geothermal will achieve $50 to $100 per MWh globally
“The higher outputs will be a big part of bringing those LCOEs down, and we see a hundred dollars per megawatt hour at the meter, no matter where you are in the world. Now, that includes the shallow and the deep systems. If you look specifically at the shallow …”
Carlos Araque Mar 5, 2026 ▶ 28:43 Digging deep for super hot geothermal
a16z Assertion Supported
McEntush: Solar and wind energy are cheaper even without subsidies
“They are cheaper. Even without subsidies, LCOE is often a metric thrown around, which is the levelized cost of energy. Solar and wind are really, really good.”
Ryan McEntush Mar 27, 2024 ▶ 19:39 The Electric Grid, Explained
CATALYST Insight
McCauley: Shifting risk to insurance balance sheets lowers project capital costs
“If you can shift risks to That are not efficiently allocated to an insurance balance sheet that may allow the total cost of capital to fall for the project. And that directly impacts LCOE, that expands the market, that potentially lowers costs, potentially acc…”
Jeff McCauley Feb 17, 2022 ▶ 12:41 A critical tool for scaling climate tech: insurance
CATALYST Assertion Supported
Hsu: Capital costs will drive 65 percent of fusion's levelized electricity cost
“In fact, the particular ARPA-E funded study showed that maybe 65% of the LCOE might be coming from capital cost.”
Dr. Scott Hsu Dec 23, 2021 ▶ 36:12 Is nuclear fusion getting close?

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