solar

3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Sep 30, 2021 by Daniel Graña · across every show →

Everything said about solar, oldest first

Sep 30, 2021 bullish
Assertion Supported
Graña: China Solar and Wind Power Are at Grid Parity Without Subsidies
“Did you know that producing, in China, the producing electricity from solar and from onshore wind is almost at parity with producing electricity from thermal. No subsidies needed.”
Daniel Graña Sep 30, 2021 ▶ 24:16 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Mar 6, 2023 negative
Assertion Supported
Steyer: Diesel generator power costs 10 times more per kWh than solar
“A diesel generator, which of course was fossil fuel, and it also emits a lot of not particularly healthful emissions from burning the diesel, but also is obviously a big emitter of CO₂, costs 10 times as much per kilowatt hour as solar.”
Tom Steyer Mar 6, 2023 ▶ 55:49 Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
Mar 27, 2023 neutral
Assertion Not checkable as stated
Rodman: Solar and carbon capture scaled through vast subsidized lending
“Buried deep in the layers of how we've gotten solar scaled and Certainly, carbon capture or some of the other technologies that we have lingering around are a huge amount of subsidized lending, and it is very encouraging to see how nuclear is improving its pos…”
Adam Rodman Mar 27, 2023 ▶ 36:42 Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
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