Aniruddh Mohan on X: “LCOE as a metric has so many flaws, but the yoy change tells you where…”

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Aniruddh Mohan

@aniruddh_mohan

LCOE as a metric has so many flaws, but the yoy change tells you where the market is headed

Interesting trends here from Lazard’s 2026 update

- New combined cycle gas LCOE at 15-year high
- Wind & Solar also go the wrong way on costs, solar costs up 18% yoy
- VC/academic