A decarbonized power sector will unlock massive opportunities across nearly every other sector, either via direct electrification or indirect electrification via the production of low-carbon fuels, like green hydrogen.

But here’s the rub. Many of the companies that are working on these solutions rely on pretty heroic assumptions around the cost, availability and cleanliness of electricity in order for the economics to work.

To put it bluntly, many decarbonization business models hinge on a cell deep in their spreadsheets that has 1- to 3-cent per kilowatt-hour electricity. Is it a realistic assumption?

To tackle that question, Shayle Kann turns to his colleague at Energy Impact Partners, Andy Lubershane, the Senior Vice President of Research & Strategy.


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So what are the solutions that could shrink that gap?