

2024 trends: batteries, transferable tax credits, and the cost of capital
67 snips Feb 8, 2024
The podcast discusses interesting topics such as the state of batteries, transferable tax credits for renewables, and the rising cost of capital in climate tech. It also explores the dominance of Asia in the battery market and the challenges of battery recycling and material recovery.
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Per Capita Emissions
- Global greenhouse gas emissions per capita peaked in the 1970s, driven by oil shocks and efficiency improvements.
- Emissions have remained relatively flat since, highlighting the impact of population growth on total emissions.
Solar's Explosive Growth
- Solar installations grew from roughly 5 gigawatts in 2008 to an estimated 440 gigawatts in 2023.
- This demonstrates the rapid and sustained growth of the solar market, defying predictions of market maturity.
Solar Efficiency and Cost
- Solar module prices have significantly decreased over the past decade, while efficiency has greatly improved.
- This simultaneous improvement has driven down the cost of solar energy, but other system costs are now more impactful.