wind
13 statements across 9 episodes · 6 bullish · 4 bearish · 9 people on the record · first statement Mar 17, 2022 by Dave Schroeder · across every show →
Everything said about wind, oldest first
Mar 17, 2022 bearish
May 12, 2022 bullish
Kann: Solar and wind produce cheapest bids in most open utility RFPs
“Solar is cheap enough now that in most places, Solar and wind, I should say. Most places it is true today that if a utility or somebody issues an open RFP and just says, I want the cheapest power I can get, like, give me the cheapest kilowatt hours, the respon…”
May 12, 2022 bearish
Kann: Land availability will become a major bottleneck for decarbonization
“Land, I think, will become a big one. Kind of no matter how you slice it in terms of what the big swaths of greenhouse gas emissions mitigation Solutions are going to be. They're going to be pretty land intensive. Solar and wind obviously are very land intensi…”
Sep 9, 2022 bullish
Oct 12, 2023 negative
Feb 20, 2024 neutral
Alfred Johnson: Tax credit buyers prefer familiar technologies like wind and solar
“And though we're seeing some convergence, there is, we are seeing some sign that buyers are more comfortable with the existing technologies that That they have seen in the past, like wind and solar, than they may be with some of the new technology types”
Feb 6, 2025 bullish
Feb 6, 2025 bullish
Jul 17, 2025
Lubershain: Unsubsidized wind and solar costs rise to $40-$45/MWh
“If you have solar wind at 25 dollars a megawatt hour today, which is feasible, those are good wind and solar projects, but maybe not even the best And you take that, that's with the ITC or PTC in the case of wind, and you take away that subsidy, you probably g…”
Jul 17, 2025
Lubershain: Subsidized renewables at $25/MWh beat marginal natural gas costs
“At 25 dollars a megawatt hour, you are less than the marginal cost of natural gas generation. So you can build those wind and solar resources solely at, and you'll make money solely off the avoided cost of burning gas at existing natural gas power plants. Wher…”
Oct 6, 2025 negative
O'Neill: Regulatory red tape prevents deployment of ready low-cost clean energy
“Talking with our member companies who have low-cost resources that they're ready to build, You know, whether it's large-scale wind, solar, storage, and the like, and they're not able to deploy, right? They are tangled in red tape, they are stuck in line”
Jun 4, 2026 bullish
Fulgham: Solar scaled from 100 TWh to 2,000 TWh faster than any energy source
“How long does it take for sources to go from a hundred terawatt hours to a size like 2000 terawatt hours? And if you look historically, no source has ever made that jump as quickly as solar has. Right behind it is wind with just a few more years.”