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FUT_011predictionEnergysolar-sub-cent-per-kWh-2050

By 2050: solar PV generation costs plunge below 0.5 cents per kWh in optimal geographic locations; below 1 cent per kWh across vast majority of globe; even in poorest-irradiance/highest-regulatory-burden regions costs not exceeding 1.5 cents per kWh. 2...

Predictor: Ramez Naam

Prior probability
45.0%
Current probability
45.0%
evolves via intake + LBP
Conviction
5/5
Signal quality
B
Resolution
pending
Window
2050-01-01 – 2050-11-30
Edges in / out
0 / 0
Tickers exposed
22

Prediction text

By 2050: solar PV generation costs plunge below 0.5 cents per kWh in optimal geographic locations; below 1 cent per kWh across vast majority of globe; even in poorest-irradiance/highest-regulatory-burden regions costs not exceeding 1.5 cents per kWh. 2026-2031 window is steepest cost-curve descent. | Next auction-round sub-2c/kWh clearing price

Key catalyst: Next auction-round sub-2c/kWh clearing price

Watch events: Optimal-zone utility-scale solar LCOE crossing 1.5c/kWh

Resolution evidence

Status: pending

Current utility-scale solar LCOE ~2-4 cents/kWh in optimal zones; Wright curve extrapolation supports sub-cent by 2045-2050.

Predictor: Ramez Naam

κ + Brier as of 2026-05-22
κ (discount)
0.500
Brier
Hits / Misses
0 / 0
Hit rate

Evidence about this node from Ramez Naam is multiplied by κ in /api/intake. Lower κ = less weight; floors at 0.10 (effectively silenced) and caps at 1.00 (full weight).

Reference class

Not linked

This node isn't linked to a reference class. The Bayesian update applies without outside-view blending.

Probability over time

0 prob_history rows
No probability history yet.

Milestone chain

Pre-event signals (upstream prereqs + window checkpoints) → resolution event → downstream cascades. Status/dates update from linked nodes; re-derive nightly via scripts/ops/derive_milestones.py.
Leading chain: 8 pending
  1. 2026-01-01 → 2029-12-31pendingUtility-scale solar PPA clears below 2.0 cents/kWh in major Middle East/India auction (sub-2c milestone)
    How: ACWA Power, Masdar, NTPC, or comparable auction in Saudi Arabia/UAE/India clears utility-scale solar PPA at <0.020/kWh (latest cleared near 0.013-0.0167/kWh in Saudi 2021/2024)
    Source: https://www.pv-magazine.com/2020/05/19/sunny-regions-could-see-one-cent-solar-within-a-decade/conf 70%
  2. 2027-01-01 → 2030-12-31pendingGlobal cumulative solar PV installed capacity crosses 5 TW
    How: IEA Renewables report or BloombergNEF NEO confirms global cumulative installed solar PV >=5,000 GW (was ~2 TW in 2024)
    Source: https://www.iea.org/reports/renewables-2025conf 70%
  3. 2027-01-01 → 2035-12-31pendingDNV/IEA/BNEF mid-century LCOE solar forecast revised downward below $0.015/kWh
    How: Major energy outlook (DNV Energy Transition Outlook, IEA WEO, BNEF NEO) publishes 2050 global average solar LCOE forecast <0.015/kWh (DNV at 0.021/kWh in 2023)
    Source: https://www.pv-magazine.com/2023/10/11/solar-pv-lcoe-expected-to-slide-to-0-021-kwh-by-2050-dnv-says/conf 60%
  4. 2028-01-01 → 2035-12-31pendingFirst sub-1.0 cent/kWh utility-scale solar PPA cleared anywhere globally
    How: Any utility-scale (>50 MW) solar PPA or auction publicly clears at <0.010/kWh unsubsidized in optimal-irradiance jurisdiction
    Source: https://rameznaam.com/2020/05/14/solars-future-is-insanely-cheap-2020/conf 55%
  5. 2032-01-01 → 2045-12-31pendingCascade: Solar exceeds 50% of electricity generation in any G7 country for full calendar year
    How: Ember/IEA national electricity mix data shows solar >=50% of total annual electricity generation in any G7 country (US, UK, Germany, France, Italy, Japan, Canada)
    Source: https://about.bnef.com/insights/clean-energy/progress-despite-fragmentation-the-energy-transition-to-2030/conf 45%
  6. 2050-03-02pendingQ1 window check-in (25%)
  7. 2050-05-01pendingQ2 window check-in (50%)
  8. 2050-06-30pendingQ3 window check-in (75%)

No downstream cascades — this prediction is a leaf in the dependency graph.

What if this resolves?

Clamp this prediction TRUE or FALSE and run a counterfactual Gibbs sample. Surfaces the predictions whose marginals shift most under that assumption.
(live posterior: 45%)

Click a button to clamp this prediction and run a Gibbs sample. Returns the predictions whose marginals shift most. ~30s per run; ideal for stress-testing "if X resolves, what else moves?"

Evidence chain

Every probability update with full Bayesian provenance — chronological, latest first

No probability history yet. The first evidence will arrive via /api/intake or the daily milestone sweep / weekly LBP run.

Network propagation neighbors

Top edges sorted by latest LBP cross-impact
All propagation →

No propagation data yet. Run inference/.venv/bin/python scripts/ops/run_loopy_belief_propagation.py on the droplet, or wait for the Sunday 02:00 UTC weekly cron.

Ticker exposure

22 ticker(s) linked

Beneficiaries (19)

ARRYEOSEFLNCFSLRGWHJKSMVSTNXTQSSHLSSTEMDQPCRFYONIFNNYBYDDYNEENRGTSLA

Prerequisites (0)

Predictions that must hit first
TypePredTitleDomainLag
No prerequisites

Dependents (0)

Predictions enabled by this
TypePredTitleDomainLag
No dependents

Linked documents (3)

Auto-generated by cosine similarity from Polymarket / Manifold / EDGAR / GDELT
SimSourceTitleMarket probPolarityReviewedPublished
0.615manifoldWill Nord Pool 2027 system price annual average exceed €45/MWh?50%mentionspending2026-05-04
0.584manifoldWill the US average gas price fall below $4.00 in June 2026?24%mentionspending2026-05-31
0.572manifoldWill the US average gas price fall below $4.00 in May 2026?11%mentionspending2026-04-30

Raw metadata

From Thesis_Timeline_v1.0_FINAL workbook
{
  "nia": false,
  "qty": "<0.5c-1.5c/kWh LCOE",
  "mode": "FORECAST",
  "role": "Cited-Other",
  "context": "Second Naam entry. Specific long-horizon LCOE target distinct from near-term 33% framing.",
  "to_year": 2050,
  "conv_cues": "specific cost range; geographic stratification",
  "direction": "NUMERIC_TARGET",
  "from_year": 2050,
  "timeframe": "by 2050",
  "conv_level": "HIGH",
  "milestones": [
    {
      "kind": "llm_pre_event",
      "label": "Utility-scale solar PPA clears below 2.0 cents/kWh in major Middle East/India auction (sub-2c milestone)",
      "source": "https://www.pv-magazine.com/2020/05/19/sunny-regions-could-see-one-cent-solar-within-a-decade/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -8,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2028-01-01",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2029-12-31",
        "from": "2026-01-01"
      },
      "measurement_criterion": "ACWA Power, Masdar, NTPC, or comparable auction in Saudi Arabia/UAE/India clears utility-scale solar PPA at <0.020/kWh (latest cleared near 0.013-0.0167/kWh in Saudi 2021/2024)"
    },
    {
      "kind": "llm_pre_event",
      "label": "Global cumulative solar PV installed capacity crosses 5 TW",
      "source": "https://www.iea.org/reports/renewables-2025",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -7,
      "source_id": null,
      "confidence": 0.7,
      "expected_date": "2028-12-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2030-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "IEA Renewables report or BloombergNEF NEO confirms global cumulative installed solar PV >=5,000 GW (was ~2 TW in 2024)"
    },
    {
      "kind": "llm_pre_event",
      "label": "DNV/IEA/BNEF mid-century LCOE solar forecast revised downward below $0.015/kWh",
      "source": "https://www.pv-magazine.com/2023/10/11/solar-pv-lcoe-expected-to-slide-to-0-021-kwh-by-2050-dnv-says/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -6,
      "source_id": null,
      "confidence": 0.6,
      "expected_date": "2031-07-02",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2035-12-31",
        "from": "2027-01-01"
      },
      "measurement_criterion": "Major energy outlook (DNV Energy Transition Outlook, IEA WEO, BNEF NEO) publishes 2050 global average solar LCOE forecast <0.015/kWh (DNV at 0.021/kWh in 2023)"
    },
    {
      "kind": "llm_pre_event",
      "label": "First sub-1.0 cent/kWh utility-scale solar PPA cleared anywhere globally",
      "source": "https://rameznaam.com/2020/05/14/solars-future-is-insanely-cheap-2020/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -5,
      "source_id": null,
      "confidence": 0.55,
      "expected_date": "2031-12-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2035-12-31",
        "from": "2028-01-01"
      },
      "measurement_criterion": "Any utility-scale (>50 MW) solar PPA or auction publicly clears at <0.010/kWh unsubsidized in optimal-irradiance jurisdiction"
    },
    {
      "kind": "llm_post_event",
      "label": "Cascade: Solar exceeds 50% of electricity generation in any G7 country for full calendar year",
      "source": "https://about.bnef.com/insights/clean-energy/progress-despite-fragmentation-the-energy-transition-to-2030/",
      "status": "pending",
      "weight": 0.4,
      "ordinal": -4,
      "source_id": null,
      "confidence": 0.45,
      "expected_date": "2038-12-31",
      "research_origin": "training",
      "expected_date_range": {
        "to": "2045-12-31",
        "from": "2032-01-01"
      },
      "measurement_criterion": "Ember/IEA national electricity mix data shows solar >=50% of total annual electricity generation in any G7 country (US, UK, Germany, France, Italy, Japan, Canada)"
 
... (truncated)