renewable energy

10 statements across 7 episodes · 6 bullish · 1 bearish · 8 people on the record · first statement Feb 17, 2022 by Jeff McCauley · across every show →

Everything said about renewable energy, oldest first

Feb 17, 2022 bullish
Assertion Not checkable as stated
McCauley: There is "essentially unlimited capital" trying to invest into ESG
“There is essentially unlimited capital right now that's trying to get into ESG. It's amazing. It's a wonderful thing to see. So much capital from all around the world is trying to pour into renewable energy.”
Jeff McCauley Feb 17, 2022 ▶ 26:43 A critical tool for scaling climate tech: insurance
Feb 17, 2022
Insight
McCauley: Cost of capital is a primary lever in renewable energy LCOE
“One of the key enabling insights for me is really seeing the LCOE calculations for renewable energy which is levelized cost of electricity. One of the biggest levers is actually the cost of capital.”
Jeff McCauley Feb 17, 2022 ▶ 11:52 A critical tool for scaling climate tech: insurance
May 5, 2022 neutral
Insight
Orbuch: Carbon removal lifecycles do not pencil out without renewable energy
“Like there's going to be a lot of energy use and like no one's life cycle pencils without renewable energy use.”
Ryan Orbuch May 5, 2022 ▶ 14:40 Growing the Carbon Dioxide Removal (CDR) market
Jul 28, 2022 positive
Assertion Supported
Palmer: Google matched 100% of its electricity with renewables in 2017
“And we did meet that goal of a hundred percent renewable What I think is even. In 2017, exactly.”
Neha Palmer Jul 28, 2022 ▶ 14:51 Watt It Takes: TeraWatt Infrastructure CEO Neha Palmer
Oct 27, 2022 positive
Assertion Supported
Steele: Kenya's power grid produces roughly 90% renewable energy
“Kenya's grid is actually about 75% installed capacity is renewable right now, and about 90% of the energy they produce is renewable. A lot of that is because of the focus on geothermal.”
Kate Steele Oct 27, 2022 ▶ 9:34 Climatetech for developing economies
Mar 8, 2023 bullish
Assertion Supported
Replacing 209 of 210 US Coal Plants With Renewables Is Cheaper
“There is probably a recent report you probably saw that 209 out of the 210 coal plants that are operating currently in the U.S. Would be cheaper to shut them down and just invest in the capital cost of building renewable energy to replace them.”
Zach Stein Mar 8, 2023 ▶ 9:41 A theory of change for climate investing [partner content]
Jun 6, 2024 bullish
Prediction Not checkable as stated
Kann: World could reach 1 TW of annual renewable additions this decade
“Yeah, we might have a terawatt year this decade. It's not crazy.”
Shayle Kann Jun 6, 2024 ▶ 1:00:27 Drew Baglino on Tesla’s Master Plan
Jun 6, 2024 bearish
Assertion Supported
Baglino: Nuclear capital cost per kilowatt exceeds highly curtailed renewables
“When you look at the capital cost per kilowatt of nuclear with everything that is known today, it's much more expensive than even highly curtailed renewables.”
Drew Baglino Jun 6, 2024 ▶ 23:50 Drew Baglino on Tesla’s Master Plan
Jun 6, 2024 neutral
Assertion Not checkable as stated
Baglino: Global clean grid requires 1.5 TW annual renewable deployment
“1.5 terawatts is the total amount of renewable energy capacity that will need to be deployed on an annual basis to maintain the sustainable energy economy. And that's basically keeping up with plant retirements. So on a steady state basis, 1.5 terawatts is how…”
Drew Baglino Jun 6, 2024 ▶ 59:23 Drew Baglino on Tesla’s Master Plan
Jan 20, 2026 positive
Assertion Supported
Burton: Massachusetts passed permitting reform with 12-15 month project deadlines
“And at least, you know, in Massachusetts, for example, you know, we passed a permitting reform law in, in the last year that really cut down the time in which renewable energy projects could be permitted pretty substantially, you know, deadlines within a year,…”
Tom Burton Jan 20, 2026 ▶ 8:00 A ‘rain delay’ for the energy transition [partner content]
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