Energy Cost Realities
The assumption that the marginal cost of energy is trending towards zero is questioned, particularly in light of recent increases in solar costs due to supply chain issues. While the marginal cost of solar energy may decline over time, the overall cost of delivered energy is influenced by various factors, including transmission and distribution expenses. Additionally, the potential of nuclear fusion remains uncertain, with no guarantees that it will drive costs down significantly. Caution is advised for startups banking on the premise of decreasing energy costs within a short investment horizon.In this clip
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Catalyst with Shayle Kann
Mailbag episode! Biotech, layoffs, battery recycling and more
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