Wilson Ricks
@wilson_ricks
I tend to take even more issue with Lazard's "firmed cost" metric than with their (already flawed) LCOEs, since no individual resource needs to be fully firm and you really need a full power system model to assess the capacity value of VREs.
But to @ShanuMathew93's point...
But to @ShanuMathew93's point...
Shanu Mathew@ShanuMathew93 · Jul 13Latest LCOE report: Standalone LCOE makes wind and solar look like roughly half the cost of gas, but that number strips out the variable gas gets for 'free' (see below): firm, dispatchable capacity. Price in firming and the gap narrows hard or flips outright, especially once
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