fund a mentos (3,3)

O&G, macro, renewables, DeFi | promote responsible energy transitions | if you’re early you’re wrong | #EFT

[fund a mentos (3,3) @adjustMyEbitda]

1. the adoption of new energy sources require substantial capital investment, which is why it's correlated with upswings in the business cycle

2. energy transitions occur in waves of innovation, which is triggered by economic depressions

[fund a mentos (3,3) @adjustMyEbitda]

anyone know of an affordable data source that could chart somewhat obscure data

like power gen demand by country?

[fund a mentos (3,3) @adjustMyEbitda]

@EnergyCynic @DoombergT Curious how you see the world reacts to this situation in the near-medium term

Recognize the value of hydrocarbon-dense energy sources?

Or continue putting blanket, ineffective subsides on renewables?

[fund a mentos (3,3) @adjustMyEbitda]

@andy23tran on the y-axis, seed oil consumption

[fund a mentos (3,3) @adjustMyEbitda]

anyone have an idea of what assumptions BNEF uses for their Levelized Cost of Energy assumptions for wind and solar?

particularly: level of subsidies, expected life, and capacity factor

unfortunately can't afford $70k/year to get this answer

[fund a mentos (3,3) @adjustMyEbitda]

@HedgeDirty SMRs fix this

[fund a mentos (3,3) @adjustMyEbitda]

@BobLoukas the guy is peak psyops

[fund a mentos (3,3) @adjustMyEbitda]

@MikeMcDonald89 @stablekwon LOL

[Do Kwon 🌕 @stablekwon]

12/ As we begin to rebuild UST, we will adjust its mechanism to be collateralized.

[fund a mentos (3,3) @adjustMyEbitda]

@BowTiedDuck Is it big enough for a Fed bailout yet?

[fund a mentos (3,3) @adjustMyEbitda]

@dcinvestor @BobLoukas got it, I figured it was regulation

[fund a mentos (3,3) @adjustMyEbitda]

@BobLoukas @dcinvestor what is the key differentiator then between:

an NFT project raising funds, promising to deliver on a roadmap
vs.
a startup raising funds, promising to develop a product/ service

[fund a mentos (3,3) @adjustMyEbitda]

@pardonmygrace @PeckShieldAlert @0xSifu damn

still no strong opinion on him

[fund a mentos (3,3) @adjustMyEbitda]

@crypto_zeo delet

these are prime market conditions for the comeback of undercollateralized stablecoin $BEAN

[fund a mentos (3,3) @adjustMyEbitda]

@GreekFire23 ah yes, the “markets are now pricing in QE” pump.. good times

[fund a mentos (3,3) @adjustMyEbitda]

Company:

*reports bad quarter
"this is just a result in quarterly lumpiness of orders and recognition, nothing fundamental has changed

*reports good quarter
"we are witnessing the greatest structural change our industry has seen and we are well positioned to capitalize on it"

[fund a mentos (3,3) @adjustMyEbitda]

@EnergyCynic i couldnt read between the lines - is the capex increase not related to inflation, but increasing activity?

production guidance increase says it was a result of solid well performance

[fund a mentos (3,3) @adjustMyEbitda]

$ET beats on analysts not including the impact of $ENBL in initial estimates

[fund a mentos (3,3) @adjustMyEbitda]

green hydrogen 🙈🙈

[Nice Quarter Guys @NiceQuarterGuys]

Coal porn for the bulls from @energy_said