> You’re saying the overbuild is “insane”. Do you have an actual cite for this? I’m assuming there’s some percent over capacity you need to build that would allow people to reason about this.

If you have zero intuition about storage overbuild or underbuild to firm up intermittent capacity or why PJM has an undersupply of storage, then on what basis are you calling my comments on storage "sleight of hand"? My assumption, though, and seriously not trying to be mean, but based on your bio and paradoxical comments, you don't really know how to defend your argument or read these primary sources you requested.

> I’m still not seeing an answer here re: the cost of natural gas, it seems like that has a huge impact on all of these assumptions.

Taking one step at a time, you still haven't acknowledged you were incorrect about LCOE comparisons to date. These are provided in the sources that you asked for.

As for the future, you can run sensitivities. My primary sources included price shock sensitivities. You probably overlooked or can't process them as it appears.