Lazard’s latest annual Levelized Cost of Energy Analysis (LCOE 12.0) shows a continued decline in the cost of generating electricity from alternative energy technologies, especially utility-scale solar and wind. In some scenarios, alternative energy costs have decreased to the point that they are now at or below the marginal cost of conventional generation.
At utility scale, both solar and wind are the cheapest form of generation, without subsidies. If they are correct about the ability of the nanotubes, they would simply add a step to the existing manufacturing process. And more than double the productivity of the panel. This would put solar as clearly the cheapest way to produce electricity. Add grid scale battery storage, and you have no need of generation other than solar and wind.