LCOE

3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Dec 23, 2021 by Dr. Scott Hsu · across every show →

Everything said about LCOE, oldest first

Dec 23, 2021 neutral
Assertion Supported
Hsu: Capital costs will drive 65 percent of fusion's levelized electricity cost
“In fact, the particular ARPA-E funded study showed that maybe 65% of the LCOE might be coming from capital cost.”
Dr. Scott Hsu Dec 23, 2021 ▶ 36:12 Is nuclear fusion getting close?
Feb 17, 2022 positive
Insight
McCauley: Shifting risk to insurance balance sheets lowers project capital costs
“If you can shift risks to That are not efficiently allocated to an insurance balance sheet that may allow the total cost of capital to fall for the project. And that directly impacts LCOE, that expands the market, that potentially lowers costs, potentially acc…”
Jeff McCauley Feb 17, 2022 ▶ 12:41 A critical tool for scaling climate tech: insurance
Mar 5, 2026 bullish
Prediction Open · timeframe Mar 2029
Araque: Super-hot geothermal will achieve $50 to $100 per MWh globally
“The higher outputs will be a big part of bringing those LCOEs down, and we see a hundred dollars per megawatt hour at the meter, no matter where you are in the world. Now, that includes the shallow and the deep systems. If you look specifically at the shallow …”
Carlos Araque Mar 5, 2026 ▶ 28:43 Digging deep for super hot geothermal
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