jjsunandsnow

[jjsunandsnow @jjsunandsnow]

@msmanntx @UrbanKaoboy Problem is a carrot from the Us vs stick would have prevented it. US hardly is proving to be a reliable trading partner to Canada and thus Canada is backed into corner

[jjsunandsnow @jjsunandsnow]

@FranzGarmer @DuncanCDN @melissacare01 That’s not your money

[jjsunandsnow @jjsunandsnow]

@FranzGarmer @DuncanCDN @melissacare01 Pretty much what I wrote, you were clearer though. I’m not sure why people complain about paying extra tax on free money given to them by gov, especially considering how liberal the rules are with resp usage

[jjsunandsnow @jjsunandsnow]

@DuncanCDN @melissacare01 That 20% is only on the free grant portion the gov gives you.

[jjsunandsnow @jjsunandsnow]

It is sad how policy is usually so suboptimal

[Case Green @CaseGreen4]

@jjsunandsnow @ShanuMathew93 this is the least flawed way of approaching the problem, but it’s a political loser

[jjsunandsnow @jjsunandsnow]

@CaseGreen4 @ShanuMathew93 Why not just price carbon then properly and let the generation mix build as it sees fit? Cap and trade is not for everyone so why not at least an arbitrary $/t that rises slowly over time? Not perfect but at least it’s level playing field for generation types (vs ITC and PTC)

[LA Kings @LAKings]

These guys are ready. Are you?

#GoKingsGo

[jjsunandsnow @jjsunandsnow]

@bcshaffer I’ve heard it will be well in excess of that. Things like cost to serve retail shape of shot up (volatility in weather and thus power price), switching is free option to customer, etc.. 2yr lock in while retirements coming, data centers, 10% cap on 2027 beyond rate, mkt redesign

[jjsunandsnow @jjsunandsnow]

@MistyKnight369 @bcbluecon @ezralevant I suppose not. I don’t know many that think like their grandparents. I’m no fan of the liberals but what a stupid attack angle when there is a mountain of more relevant items

[jjsunandsnow @jjsunandsnow]

@cornoisseur Yes but no one makes an investment with a 3% rate of return expectation, regardless of where treasury rates are. Utilities are often low teen returns, private equity even higher. So the rate you need to use should be much higher

[jjsunandsnow @jjsunandsnow]

Interest rate (should he hurdle rate) is way too low, debt % is also way too high (no one can build a nuke with 80% leverage). The depreciation (assume this is same as operating life) is way too short

[jjsunandsnow @jjsunandsnow]

@MasterMerlin101 @Alacrity59 @brianlilley Obviously the cop was doing a fine job, they found fentanyl!

[jjsunandsnow @jjsunandsnow]

@511Alberta @DriveBC Any update?

[jjsunandsnow @jjsunandsnow]

MIDC is priced over AESO right now so there is no incentive to import. In essences, Alberta needs a higher price cap (ie a scary pricing mechanism)

[Blake Shaffer 📊🇨🇦🇺🇦 @bcshaffer]

-32C and Alberta is a net exporter of electricity this morning...

(positive values are exports, negative are imports)

[jjsunandsnow @jjsunandsnow]

@aeberman12 Cost is less relevant without also including the value of the product sold (ie capacity). Need both and many sources, not just one or the other.

[jjsunandsnow @jjsunandsnow]

Well, I think the concern is the next round of thermal generation / the ~2700MW being build was sanctioned many years ago, well before the CER draft

[Blake Shaffer 📊🇨🇦🇺🇦 @bcshaffer]

I don’t understand the “we don’t have anyone willing to build natural gas plants” line from the Premier.

Next year Alberta will see 2700 new MW of gas come online, the largest single year build out ever.

[jjsunandsnow @jjsunandsnow]

@ThibaultBen These guys were doing it: https://t.co/VpWF5KtPmG

[jjsunandsnow @jjsunandsnow]

@BerkeleyLabEMP Is this wind capacity divided by average load by year?

[jjsunandsnow @jjsunandsnow]

@andrew_leach @KevinBirn Very cool. Is GOM intensity the lowest in world?