Brattle report for CA finds that PV on C&I roofs delivers $175-375M in add'l. value than rural utility-scale from "more efficient use" of the distribution grid and replacing "expensive and polluting gas-fired power generation" in areas w/ Tx constraints https://t.co/IV8i1ncs8z
Yesterday @POTUS signed the Inflation Reduction Act, paving the way for major investment and with it, implications for the US energy landscape over the next decade. We recap the shifts for the energy ecosystem as a whole. #energy#oilandgas#renewables https://t.co/kqfpvNDZu0
Can affirm that bitcoin advocates' premise that crypto mining is all going to be renewable is largely BS. Tracked down current and planned 30 facilities. Can't affirm a renewable (much less new renewable) contract anywhere.
@duncancampbell I think this will be a need in the future. All the tradespeople we will train will become future project developers. Itโs like software engineers doing startups...the industry needs an AngelList
@duncancampbell Looked into this as an investment thesis. IMHO similar to VC: bottleneck for investment is trust in developer, and trustworthy developers are already insiders