Wind And Solar

topic on 5 shows · 10 statements across 10 episodes

Capital Allocators Catalyst the Green Blueprint How I Built This All-In

10 statements about Wind And Solar, every show

ALL-IN Assertion Partly supported
Wright: Texas wind and solar supplied 8% of power at peak demand
“Wind and solar go on vacation. They're 35% of the capacity in Texas, eight percent of the delivered power at peak demand.”
Chris Wright Jul 23, 2025 ▶ 22:45 Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
Jewett: Geothermal development requires subsurface data unlike wind and solar
“Geothermal, unlike wind and solar, where you can measure it by observing surface conditions, you have to know about the subsurface resource in order to have high confidence that you can go build a geothermal facility in a place.”
Sarah Jewett May 21, 2025 ▶ 22:28 Building Fervo's geothermal giant
GREEN BLUEPRINT Assertion Not checkable as stated
Ramanathan: Wind and solar returns cannot match oil and gas returns
“Wind and solar are becoming commodities where the returns are not anything like what you get in oil and gas.”
Shalini Ramanathan Feb 22, 2024 ▶ 9:49 A view of the $1.8 trillion clean energy economy
Ramanathan: Commercializing new energy technologies is as hard as wind and solar
“Commercializing technology, implementing projects to, you know, to get it out there, that's going to be As hard for any new technology as it has been for wind and solar. So, you know, might as well try to solve it for wind and solar.”
Shalini Ramanathan Feb 1, 2024 ▶ 10:10 US power demand is set to boom. How will we meet it?
GREEN BLUEPRINT Assertion Supported
Tomlinson: Wind and solar saved Texans $31B over the last decade
“Well, you know, the Texas Consumer Association says that we saved about thirty-one billion dollars on our electricity bills over the last decade, thanks to wind and solar.”
Chris Tomlinson Jun 1, 2023 ▶ 8:32 Why Texas Republicans are trying to crush wind and solar
CATALYST Prediction Open · timeframe Dec 2035
Larson expects gas plant capacity factors to plummet by the mid-2030s
“We see that going down into, like, the twenties. Because wind and solar are coming on at such huge volumes in their variables. So you're running these gas plants in a much different way by the mid-twenty-thirties.”
John Larson May 18, 2023 ▶ 44:29 Unpacking EPA’s newly proposed power emissions rule
GREEN BLUEPRINT Assertion Supported
Atwood: Electric arc furnaces can easily run on intermittent renewables
“Electric arc furnaces can use intermittent power, so they're great if you just plug them into wind and solar, because you're making the steel in batches.”
Julia Atwood Aug 31, 2022 ▶ 7:35 The Big Switch: The Race to Green Steel
Solar and wind alone would match CO2's ecological harm, says Araque
“I think it would, but the ecological consequences would be just as bad as putting CO₂ into the atmosphere.”
Carlos Araque Aug 4, 2022 ▶ 10:46 HIBT Lab! Quaise Energy: Carlos Araque
CAPITAL ALLOCATORS Prediction Not checkable as stated
Grantham: Electric vehicles, wind, and solar will overwhelm fossil fuels
“And the green VC part of it, which is springing out of the woodwork, is going to have a very high top line growth rate. Of course, electric cars are going to pound to death The growth rate of gasoline cars. Of course, wind and solar is going to overwhelm gas e…”
Jeremy Grantham Jul 8, 2021 ▶ 27:06 Jeremy Grantham – GMO (Manager Meetings, EP.01)
ALL-IN Prediction Didn’t hold up
Palihapitiya: Wind and solar will make oil extraction economically infeasible by 2024
“The cost of wind and the cost of solar is going to make pulling the oil out of the ground economically and feasible within three or four years.”
Chamath Palihapitiya Nov 25, 2020 ▶ 1:16:17 E13: SPACsgiving Special! Vaccine news, innovation vs regulation, fixing higher ed, challenge trials

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