The Peter Zeihan Podcast Series The Fire Hose of Chaos: The Green Transition Is Over
5 snips
May 1, 2025 AI Snips
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Capital Crunch Hits Green Transition
- Baby boomers retiring reduces capital availability, increasing financing costs fourfold in the US over five years.
- Wind and solar require high upfront costs, so higher financing costs severely damage their economic viability.
Government Support Vanished
- The green transition needed federal government help for upfront financing, like under Biden's IRA.
- This government support vanished under the Trump administration, worsening financing woes.
Tariffs Stifle Solar Growth
- A 145% tariff on Chinese photovoltaic cells sharply raises solar costs, effectively halting most solar projects.
- Wind energy faces lower tariffs but still sees uncertainty due to trade tensions.