Sharing this episode without vouching for its accuracy.<p><pre><code> How Record Breaking Perovskites Are Here NOW [2024-12-17]
Undecided with Matt Ferrell
https://www.youtube.com/watch?v=vEgkTnkNhRs
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(I <i>feel</i> like Matt Ferrell does solid reporting and analysis, but I'm still undecided. Any one know otherwise?)<p>My noob takeaway, from Ferrell and others, is that solar cells will continue to improve (per cost-learning curve) for the foreseeable future. It's no longer the bottleneck.<p>We now need to focus on the current bottlenecks. Like policy, building codes, installation costs, inverters, coercing utilities and their regulators into accelerating grid improvements (to accommodate new generation, storage, and customers), etc.<p>Lastly, per Jenny Chase (Bloomberg NEF), we urgently need to double down on renewable competitors to solar, like wind and advanced geothermal. To keep those tech stacks in the running (cost of capital, ROI). So they remain commercially available for use cases not addressed by solar. Lest they be left behind and therefore more likely to stay on fossil carbon.