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The Great Stranding: How Inaccurate Mainstream LCOE Estimates are Creating a Trillion-Dollar Bubble

RethinkX · explainer · Watch on YouTube

Renewables, batteries & storageNuclear power & fusionTech industry & business models

What it is

RethinkX summarizes its report arguing that mainstream LCOE estimates are inflating a bubble in coal, gas, nuclear and hydro assets. It claims solar, wind and batteries will strand conventional energy investments.

Why Hacker News recommends it

Cited in nuclear-versus-renewables debates to support the argument that cheap renewables undercut new nuclear.

  • 2 people recommended it
  • 2 different months
  • 1 strong recommendations
  • first 2022, last 2025

What HN commenters said

  1. “Eye-opening video”

    Eye-opening argument that renewables undercut new nuclear

    natmaka, 2023-11 · Strong recommendation · in “Portugal just ran on 100% renewables for six days in a row”

  2. “I'll leave you with two YouTube videos that outline the future of distributed energy and the fate of centralized generation.”

    Outlines future of distributed energy and centralized generation

    enslavedrobot, 2023-03 · Recommendation · in “Nuclear power plant leaked 1.5M litres of radioactive water in Minnesota”

Excerpts from Hacker News comments, linked to the originals. Summaries and labels were written by a language model from those comments.

Topics: lcoe, rethinkx, solar and batteries, nuclear economics, energy transition

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