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Clean Energy

Clean energy generation works technically and wins on cost for new capacity. The problems left are connecting it to the grid, storing the power and the politics of its supply chains.

high conviction 28 technologies

Category overview

Solar PV at sub-$0.02/kWh is the cheapest electricity source in history. Offshore wind faces cost overruns. Nuclear fusion has unprecedented private capital. Grid modernisation is the binding constraint — 4-7 year interconnection queues. The challenge has shifted from generation to storage, grid integration, and geopolitics of supply chains.

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