solar

“The cost of solar is effectively now the cheapest form of energy, you know, on a kilowatt per hour basis.”

“It's like 17 months from start to finish. 17 months. So that's probably in my opinion, the single most valuable underwriting feature of solar, which is you put a dollar in, you can start generating revenue in 17 months from that dollar going in.”

“It is twice the cost to do solar than it is to do Nat gas.”

“Texas is roughly five percent solar”

“These methane plants are half the cost of solar. They can get stood up in Less than two years to generate a gigawatt.”

“Twenty-twenty-four, they've installed two to three times the amount of solar that America did per capita.”

“He has a wildly exaggerated view of where solar and batteries will go. And I'd love, if we could make a bet 50 years out, I'll make a bet, solar never gets to 10% of global energy.”

“Eventually in the 10 or 15 or 20 year timeframe, you'll have an abundance of electrons from nuclear. In the meantime, you have an abundance of electrons from net gas. You have an abundance of electrons, frankly, from solar. And all of these things will ultimat…”

“By the time, like any of these SMRs actually get near production, the TCO of solar will be like, 10 or 12 dollars per megawatt hour, and it will be 80% of all the power generation.”

“That reactor won't even get turned on until 2030. The entire world will be covered by solar by then, so it won't matter.”