@Wxdude518@BigJoeBastardi Paul, do u suspect we could see heat return to PJM week of 8/17? The market is discounting this scenario so if you think so it could be a good opportunity for us focused on power.
@jvisserlabs Jordi - thanks for all the knowledge and info you provide. Where can I find the 3 files you reference? I'd like to know the picks for each basket you created for help on how to position our portfolios going forward. Is it behind the paywall in your Substack or elsewhere? Thanks
JUST IN: WHITE HOUSE REPORTER JUST SAID REVISED #BITCOIN AND CRYPTO MARKET STRUCTURE BILL COULD BE RELEASED TODAY
BIG BANK COMPROMISE SAID TO BE "IN LINE WITH EXPECTATIONS"
CLARITY IS HAPPENING π
@dyer440 Thanks for the ocean freight chart. Is there a quick, high-level way for me to estimate the export arb for say USECβ> ARA, by chance? Assuming I know what the cost to get the coal to the terminal. What other costs should I consider? Thanks
@BenNollWeather Ben, as an amateur wx observer, what should I look for in the intraday model runs that would act as a leading indicator that the cold might appear on the US east coast? Is it a teleconnection or ridge placement or something else? Thanks
@optimizer4Bess Ok so sounds like current usage rates were fixed prior to this event and the losses for centerpoint will be recouped on a go forward basis by virtue of higher gcr...if I understood you correctly?
Ware County, Ga has broken the Dominion algorithm:
Using sequestered Dominion Equipment, Ware County ran a equal number of Trump votes and Biden votes through the Tabulator and the Tabulator reported a 26% lead for Biden.
I will always CARVE out time for ALL my teacher friends! I know how hard you are working. Thank you for everything that you do for our children! πππ