This week, Amory Lovins, chairman of the Rocky Mountain Institute and author of "Reinventing Fire: Bold Business Solutions for the New Energy Era," appeared on Pimm Fox's "Taking Stock" on Bloomberg TV along with Gordon Johnson, an analyst at Axiom Capital Management Inc., to talk about the outlook for shares of solar energy companies.

See how Lovins would have responded to Fox's baseload power question--if he had the opportunity to respond.

The bottom line? The costs of integrating variable renewables into the grid are well-known; distributed renewables are more resilient and reliable than fossil-fuel based supplies such as coal or nuclear--with similar or better economics.