Comment Re: Can anyone say LLMs? (Score 1) 82
I think this is true only if you are comparing the LCOE of natural gas to solar *with storage* in the US. A plain solar farm without storage is going to be cheaper. We really should look at both with and without storage, because they're both valid comparisons for different purposes, although PV + storage is probably the best for an apples-to-apples comparison.
The cost of solar has come down year after year for the last thirty years, to the point that *internationally*, at least, the LCOE for solar PV plus storage is now just a little bit less than the LCOE for natural gas, and is expected to become *dramatically* cheaper by the end of this decade, according to IEA. Even if they are calculating somewhat optimistically, if solar costs continue to drop it's only a matter or time before solar PV plus storage becomes cheaper than natural gas, even in the US with its cheaper gas.
The wild card here is any political actions taken to change the direction this situation is going. Internationally, low PV prices are driven by cheap Chinese suppliers, and it doesn't seem likely we'll see large scale US domestic solar production in the next five years. In the meantime we have an unstable situation with respect to tariffs on PV components and lithium for batteries. Until sufficient domestic sources of lithium come on line, uncertainty about tariffs will create financial problems for US manufacturers and projects.