What the Market Gets Wrong about Renewables
Market Intelligence Analysis
AI-PoweredA recent German study suggests that US power markets are underestimating the impact of renewables on power generation, potentially disrupting base load power plants.
Market impact analysis based on bullish sentiment with 90% confidence.
Article Context
US power markets are still underestimating the economically disruptive role of renewables in power generation. According to a German study released last week (Weidlich, et al, 2025 “Base load power plants are not essential for future power systems”, Cell Reports Physical Sciences), their next target or victim could be base load power generation itself. This multi-authored study by German academics was tasked with answering a big question: could the German economy decarbonize in twenty years relying solely on incremental investment in…
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