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solar

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Oct 28, 2025 by Casey Handmer · across every show →

Everything said about solar, oldest first

Oct 28, 2025 bullish
Assertion Partly supported
China deployed more solar in three months than the US has historically
“China has deployed more solar in, like, the last three months than the United States has ever deployed ever.”
Casey Handmer Oct 28, 2025 ▶ 28:55 Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
Nov 25, 2025 bearish
Assertion Supported
DeWahl: 100% 24/7 solar and battery storage costs rival nuclear
“Actually to get true hundred percent, 24 seven coverage, the battery or the excess build out is massive. It is really expensive. It's on, it's like basically on par with nuclear costs.”
Julia DeWahl Nov 25, 2025 ▶ 22:19 Julia DeWahl of Antares on building nuclear reactors for the US military
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