ggrcrickets

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@duncancampbell What model are we looking at here?

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@AndreasenJack This was one of the best decarb pieces I’ve read in a good while. Thank you.

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@AndreasenJack @gnievchenko 1500/kw on the single cycle doing a lot of heavy lifting there. Market is ~33% above that

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@demian_ai What if the real bottleneck was all the friends we made along the way?

[Richie Erb @richie_erb]

it's awesome to see what hyper low-cost solar from Planted unlocks

turns out, if you can make solar systems radically cheap enough, people like @CJHandmer will use them to make natural gas from sunlight and air.

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@Reignots @michaelxbloch And base power lol. Guy has no idea

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@drewcifer @systematicls No some other guy

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@michael_ulf @TimMLatimer In my experience: smaller parcels, more difficult to untangle mineral rights issues/existing O&G facilities, and the subsequent risk aversion that comes with developing under those conditions. Downward cost curve for the technology makes that calculus more favorable.

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@ashleybcha I’m listening to the BBC’s 1968 dramatized recording of JRR Tolkien’s The Hobbit

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@kozerafilip Surfing at crissy field? Yeah sure dude 😂

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@MerriamWebster @Spotify

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@Rory_Johnston This would be cool to see for power markets

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@cpatdowling @cmdtywhy in these instances if you'd bid DAM can you forgo that obligation and capture RT spread?

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@cpatdowling @pwrbrnr very cool.

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@KevinKileyCA wow looks beautiful in Rocklin, CA buddy

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@SlBrandin @kWhDealer_ But just in the medium term to 2028 right?

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@forrest_f_ @3Sentinel4 Not sure I’m following the basis risk blowout point. How would the fuel cost arrangement affect this?

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@leocruzenergy @chrisgillett What do you mean by over powered

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@KevinKileyCA You’re a clown who won’t have an in person town hall in your district

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@KevinKileyCA Does your district cover San Francisco?