How Cheap Can Solar Get?
The Energy Gang - A podcast by Wood Mackenzie
This week, we present a special episode from our new podcast series, called "The Interchange." The Interchange is a brand-new podcast available to GTM Squared subscribers. For one month, we’re giving away the show for free. Visit gtmsquared.com to find out more about our premium content. Solar costs are on a strong downward trajectory. But competitiveness is a moving target. High levels of PV on the grid forces wholesale prices downward, potentially making the technology less competitive over time. At the same time, subsidies for the industry will likely continue to fade away. So what will it take for solar to become resistant to these forces? In the first episode of The Interchange, Stephen Lacey and Shayle Kann talk with solar expert Varun Sivaram, a fellow at the Council on Foreign Relations, about the technology and rate design improvements needed to keep PV growth strong.