Solar Energy: A Geopolitical Shift

We’re back with our longest pod ever! And deservedly so. When you get Lisan al Gaib on the couch, you use all the time you have to pick his brain.

Jesse Peltan is one of our favorite thinkers in the entire space, and his brilliant insights are endless. We probably need another 3 hours with him to get even more out!

In it, we discuss: the fundamental resource availability of various energy sources, what 24/7 solar + storage at $3/w means, China’s explosive solar installation and manufacturing growth, the real rate limiters on nuclear and solar, opportunities for DC (versus AC) power use, and much much more.

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