What’s with the irrelevant CFB teams in Texas talking the most shit?
Extending Rhett Lashlee and losing to Cal? Embarrassing…UT and A&M are crushing it with NIL
@forrest_f_@ShanuMathew93@xiaowang1984 15 GW is nothing….There’s 3.5 GW already confirmed BTM gas and that excludes the Meta/Entergy gas plants which may swing both BTM/FTM
There’s a single BTM gas player that could have > 15 GW contracted backlog by 2027
@forrest_f_@ShanuMathew93@xiaowang1984 …my read is those charts and the comment boxes are saying that (i) markets will be tight b/c S&D (ii) BTM gas won’t be meaningful
Im not sure any tech company or DC co is backing (ii)
Real world…have to consider BTM if you’re a large load
@ShanuMathew93@xiaowang1984 …biggest variable is the amount of collab b/w federal and RTO IX reform that has never happened in history..to all click in the next 6-12 mo…to allow base/bear by 2030
If you don’t believe Trump can fix all the policy headaches…then BTM gas is >50 GW (BNP solving for wrong X)
@ShanuMathew93 …problem with equity research like this is that it needs to be cross functional (with input from data center team)
Analyst clearly doesn’t understand load dynamics. Or utility projections. IX queue knowledge for generation also seems poor.
@ArroyoNieto@ArroyoNieto please do a follow up article on how many sell side equity analysts excluded the off balance sheet debt in their EV calc in the next few months (next quarter?)
@AyyouEm@StrapCap@HeyMan800
@MLPguy@NCarolinaTrader Do the alternatives PE/PC boom now chasing retail money take some wind out of MLP/midstream? Historically there was significant retail interest and ownership
Flip side…REITs seem to be doing worse than midstream? Or at least sentiment is poor over there
@DrewSmithee Used at scale? Frequently? AES pays for this? Apex? EDPR?
Reminds me of the solar premium AI tracking software that companies tried to sell. Promised upgrade to generation with technology and wasn’t as advertised
@DrewSmithee Has this ever been used in the US? I can’t imagine renewable developers (now with PE ownership) doing the following:
1. Higher capex (for this ML thing)
2. Lower MW / capacity factor
3. Lower cash flow from the project