Music Break: Oz Bandit – Cost Curves Don’t Lie

Cost curves don’t lie
They slide
Right past your ego and pride
You can cry online
But time
Moves with the cheaper side

Cost curves don’t lie
They decide
Who adapts and who gets denied
You can rage all night
But the line
Keeps falling by design

You scream “subsidy!” — that’s wild
Oil’s been spoon-fed since Standard Oil was a child
Tax breaks stacked in a trillion-file pile
Public land giveaways mile after mile

Free market? Stop it.
Your whole empire’s been budgeted profit
External costs you conveniently drop it
Now solar scales and suddenly you’ve got a problem?

Eighty-three percent capital shift
Ninety-two clean builds in the uplift
That ain’t vibes, that’s margin drift
You’re yelling feelings — we’re watching the diff

Cost curves don’t lie
They glide
Over narratives you tried
No cope survives
When supply
Gets cheaper worldwide

Clamoring loud in your gas-fed ride
Windows up, fumes inside
Typing rage while the grid rewires
Hands in sand while your engine expires

Ostrich stance in a comment thread
Calling electrons “overhead”
Meanwhile learning curves cut your spread
Quarter by quarter you’re underfed

You can meme, you can mock
But compounding don’t care who talks
Factories scale while you stalk
Every price drop is another nail knock

You don’t hate subsidies — you hate decline
You don’t hate policy — you fear the line
Free-fall curves rewriting the spine
Of the system you thought was divine

You built it on smoke
You built it on spin
Now photons flood in
And the margins cave in

Gravity doesn’t negotiate
It doesn’t debate
It doesn’t wait

Cost curves don’t lie
They fly
Past denial amplified
You can swear, defy
But time
Crushes myths with a line

Cost curves don’t lie
They free-fall time
When cheaper wins it’s a straight-line climb
You can troll and whine
But the math
Is already signed

Money walks…
Gravity talks…
Old systems choke…
While the future unlocks…

Cost curves…
Don’t lie.

Bloomberg:

US utilities generated a record amount of energy from renewable sources last year, even as the Trump administration implemented a range of policies to stymie green energy

Some 1,162 terawatt-hours of the country’s electricity was generated from renewable sources in 2025, a 10% increase over the prior year, according to federal data released this week. That represents 26% of all US electricity made — enough to power about 108 million US homes for a year. 

Some months were even greener; in March, for example, renewables generated nearly one in three of the country’s electrons. 

That stands in contrast to the Trump administration slashing incentives for wind and solar while gutting clean air regulations in a bid to help fossil fuels. The economics of renewables, though, have helped them generate a greater share of energy.

“Renewables continue to grow, as much as headlines point to natural gas being king right now,” said Patrick Finn, principal analyst at Wood Mackenzie, an energy research company. “Even though there’s plenty of hurdles for renewables coming out of DC, we’re coming out of four years where there weren’t a lot of hurdles.”

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