Hi Michael. First, I admit my story is completely without hard data. That said, I found both those reports you linked, full of made up terminology and frameworks. I think I have a good nose for BS.

LCOE? Seriously? Just tell me how much electricity you can sell and what price with 24/7 availability.

I don't believe Tony Seba is correct. Again, just my opinion. However, I don't see the kind of data I'd want to see that if they built X solar, wind-farm and batteries 100 miles from NYC they could do it at Y cost and sell electricity at Z.

One of the comments on his video said this, "US battery capacity is 10 minutes. You guys are outright liars. Not that I mind. My coal mining shares are going ballistic."

That sounds right to me. Without tax credits I don't see how green energy is remotely deflationary. Yes, the world is going green. I don't believe that will change. And it is for the best for many reasons. However, it will be inflationary. But inflation isn't bad. Inflation is part of all changing or growth economies. I don't mind it.

If they came up with some amazing battery tech then I could see deflationary. IMO, it all rests on the battery tech. So far, I don't see that solved. Thanks for comment!!!