Charles Yonts

[Charles Yonts @CharlesYonts]

@ShanuMathew93 @zephyr_z9 @rwang07 Chindata the operator. Delta key power train (love to see the full supply chain!). Still commercial pilot, but like direct to chip in 2022-23, inevitability for sst sets in this year.

[Charles Yonts @CharlesYonts]

@Zephyr_hg NEWS

[Charles Yonts @CharlesYonts]

@ShanuMathew93 Assuming that the new manufacturing facilities do, indeed, ramp in this new era of uncertainty. (Love to see a risk weighting on this)

[Charles Yonts @CharlesYonts]

@ShanuMathew93 Majority of that would be wind / solar. Adjusting for capacity factor, that TWh # might not look so crazy..?

[Charles Yonts @CharlesYonts]

@ShanuMathew93 Thanks! Any views on when new manufacturing capacity in the states (hitachi, hd Hyundai, etc) will start to bring down those wait times?

[Charles Yonts @CharlesYonts]

@ShanuMathew93 Wow - thx

[Charles Yonts @CharlesYonts]

@pretentiouswhat @realsteelmuslim Leave Canada out of this

[Charles Yonts @CharlesYonts]

@solar_chase Nervously watching the order books for those equipment suppliers. Surely cancellations coming? (Eventually…)

[Nikos Tsafos @ntsafos]

Europe needs bold ideas.

How about a European Defense Production Act to make and install 100 million heat pumps?

How do you break the link between gas and power prices?

Do you pay suppliers to boost gas supply for a while?

Pay industries to not consume gas?

Think big.

[Charles Yonts @CharlesYonts]

@NatBullard And the corollary trend for COE (license) prices.

[Charles Yonts @CharlesYonts]

@NatBullard @jtemple She's simply following in the proud tradition of 17th century German alchemist Hennig Brand.

[Charles Yonts @CharlesYonts]

@NatBullard @damienics Whether making machinery or music, C&C’s Factory always brings the funk.

[Charles Yonts @CharlesYonts]

@AlexCKaufman @ThinkCDS Looks like Reddy Kilowatt and @NatBullard have a love child.

[Charles Yonts @CharlesYonts]

@jshieber Will do sir. And nice start.

[Charles Yonts @CharlesYonts]

@jshieber Too many - but @NatBullard @MLiebreich @ramez @drvolts for starters (all too obvious, but eh)

[Charles Yonts @CharlesYonts]

@NatBullard The 9000L, commonly referred to as ‘the dal borro’ or, in some quarters ‘terror of the Turks’ // https://t.co/HWxWGDuQLi

[Charles Yonts @CharlesYonts]

Smokestack stimulus, here we come. This Coronavirus hangover is going to be brutal.

[China Energy Portal @ChnEnergyPortal]

China publishes coal-fired power monitor for 2023, allowing most provinces to restart construction. This decision comes only 3 months after a report that more than half the country's coal-fired power plants were making a loss https://t.co/jbsnoH4agm

[Charles Yonts @CharlesYonts]

Indo swapping out 11 GW of coal for renewables. PLN likely to break our hearts later, but looks like the $32b price tag for moving gov from Jakarta is making them climate believers.

[Ben Caldecott @bencaldecott]

Indonesia plans to replace old coal power plants with renewable plants: minister | Article [AMP] | Reuters https://t.co/L2QF6ZdZUI