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"World of DaaS"
Jason Bordoff - Shale, Solar, and Global Energy Futures
Jul 23, 2024
Jason Bordoff, expert on energy and geopolitics, discusses solar future, shale oil impact, critical minerals, and clean energy transition on World of DaaS podcast with Auren. They explore solar cost dynamics, challenges, societal rewiring, shale revolution, extreme protest actions, critical minerals, AI energy usage, and conspiracy theories.
52:32
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Quick takeaways
- China plays a crucial role in driving down solar energy costs through large-scale infrastructure investments.
- Additional expenses beyond solar panel costs, such as labor and maintenance, significantly impact overall installation expenses.
Deep dives
Solar Energy Growth and Cost Reduction
Solar energy is experiencing rapid growth driven by factors like concerns for climate change and investment from China, resulting in significant cost reductions. China plays a crucial role in building large-scale solar infrastructure to drive down costs, with the price of modules falling dramatically. Despite the decreasing costs of solar panels, other expenses like labor, grid interconnection, and maintenance play a significant role in the overall installation cost.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode