Geo2Watts
-
Commentary
How Energy Security, Load Growth and Infrastructure Arbitrage Could Reshape America’s Power Market
America’s emerging electricity challenge is increasingly an infrastructure challenge. For much of the energy transition, attention concentrated on the cost of producing electricity. Solar developers focused on module prices, battery developers compared cell costs and round-trip efficiency (RTE), and utilities evaluated competing resources using measures such as levelized cost of electricity (LCOE). Those calculations remain […]