Solar And Storage

topic on 3 shows · 4 statements across 4 episodes

Catalyst the Green Blueprint All-In

4 statements about Solar And Storage, every show

ALL-IN Prediction Not checkable as stated
Chamath: Marginal cost of electricity will hit zero by 2032-2035
“By the time that they deliver working SMRs at scale, the problem is that the marginal cost of electricity will effectively be zero, and it'll have gone to zero because of a combination of solar and storage, as well as coal and oil.”
Chamath Palihapitiya Jan 10, 2026 ▶ 1:16:01 All-In's 2026 Predictions
CATALYST Assertion Partly supported
Solar and batteries have killed Texas's $9,000 per megawatt-hour price spikes
“The only argument, you know, you ever had for building something like a baseload generator in Texas is that sometimes the price would go to 5000 or 9000 dollars a megawatt hour, but with the massive amounts of solar and storage coming out of the grid, which yo…”
Brian Janous Sep 12, 2025 ▶ 15:33 When to colocate data centers with generation
CATALYST Assertion Not checkable as stated
Hade: Economic 24/7 commercial resilience currently requires fossil generation
“I think if you think about an economically viable way to provide commercial and industrial facilities with the type of resilience that most of them are looking for, you're using fossil gas or natural gas or freedom gas plus solar and storage or diesel or propa…”
Tim Hade Oct 26, 2023 ▶ 29:46 The market for microgrids
GREEN BLUEPRINT Assertion Partly supported
Del Chiaro: Pending proposal restricts solar installations to licensed electricians
“There's a proposal right now pending before a licensing board called the California Contractor Licensing Board that would require solar and storage distributed to be only installed by electricians.”
Bernadette Del Chiaro Oct 6, 2023 ▶ 41:12 Can California pull off its clean energy ambitions?

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