Solar And Wind

topic on 4 shows · 8 statements across 7 episodes

Capital Allocators Catalyst the Green Blueprint the a16z Podcast

8 statements about Solar And Wind, every show

CATALYST Assertion Supported
Johnson: Clean energy tax credit market diversified beyond 76% wind and solar
“About 76% of the market was solar and wind when we first got going. It is now significantly diversified Into advanced manufacturing, clean fuels, minerals, nuclear, battery storage, which is booming as a category and making up a much larger share of the tax cr…”
Alfred Johnson Apr 6, 2026 ▶ 6:38 Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]
CAPITAL ALLOCATORS Assertion Supported
McLean: Natural gas emissions reductions beat solar and wind combined by 2x
“When you account for natural gas emissions, the total emissions reduction that has been allowed by the increase of natural gas Because of shale development is two X that of solar and wind.”
Jay McLean Jan 20, 2025 ▶ 59:49 Striking Oil – CrownRock by Lime Rock Capital (EP.428)
Dave: Climate Finance Lacks Offtake Frameworks Beyond Solar and Wind
“We are starting to build the vocabulary and the talking points, but we're not quite there yet because we've historically really only done solar and wind.”
Shreya Dave Nov 27, 2024 ▶ 23:35 The risk of scaling 100x
Auby: Texas Teachers only backs solar and wind on strict return basis
“We don't necessarily see it as our role to invest in that solar and wind. We will, but we'll only do it on a straight return, you know, maximized return, strict fiduciary basis. We'll do it if it's a good investment, but We find that others want to invest in t…”
Jace Auby Sep 9, 2024 ▶ 21:24 Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
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
a16z Insight
McEntush: Scaling renewable energy requires proportional grid storage expansion
“And so if we're going to increase the amounts of solar and wind on the grid, we also need to proportionally increase the amount of storage. And this is going to be very significant challenge.”
Ryan McEntush Mar 27, 2024 ▶ 21:41 The Electric Grid, Explained
CATALYST Insight
Vijendran: Space Solar Grants Equal Energy Access Regardless of Geography
“Any country, no matter where you are on the planet, as long as you have the technology to be able to put these collecting systems up in space and can put the receivers down on the ground, you know, where you need them, then you have access to this resource ess…”
Sanjay Vijendran Aug 10, 2023 ▶ 7:12 Beaming 24/7 solar… from space
CATALYST Opinion
Beard: Using geothermal baseload merely to mine battery lithium is a distraction
“And so, when I see geothermal in the media as a lithium play, really, I mean, if you look at it, if you back up and look at that, what you're thinking is, oh, ok, good, we'll use this clean, awesome, ubiquitous, baseload energy source to mine lithium to make b…”
Jamie Beard Sep 9, 2022 ▶ 36:21 Could geothermal become a major zero-emissions player?

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