RethinkX: Cheap Renewables Could Strand Conventional Energy Assets
RethinkX · Explainer · YouTube title: The Great Stranding: How Inaccurate Mainstream LCOE Estimates are Creating a Trillion-Dollar Bubble
Why it's here
Cited in nuclear-versus-renewables debates to support the argument that cheap renewables undercut new nuclear.
What it covers
RethinkX summarizes its report arguing that mainstream LCOE estimates are inflating a bubble in coal, gas, nuclear and hydro assets. It claims solar, wind and batteries will strand conventional energy investments.