In this report, Goldman Sachs Research analysts update their Carbonomics de-carbonization cost curve and arrive at five key conclusions: 1) low cost de-carbonization becomes more expensive driven mostly by cost inflation and higher interest rates; 2) the high end of the cost curve benefits from a material improvement in battery costs for transport; 3) the impact of higher interest rates on the overall cost curve is limited; 4) the Inflation Reduction Act remains supportive with $500 bn of pro
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