Technology Cost Curves Override Policy Headwinds in Energy Markets
Battery costs dropped 2-3x in recent years while over 90% of new renewables are now cheaper than fossil fuels. Solar/wind are projected to meet 58% of global electricity demand growth through 2028 despite U.S. policy reversals and petro-state resistance.
Economic fundamentals are decoupling the energy transition from political cycles, making it a market-driven phenomenon rather than policy-dependent.
costs
renewables
markets
economics