John R

Dad of three girls, #LongCivilization. Views are my own and don’t necessarily represent the firm.

[James McGinniss @James_McGinniss]

https://t.co/SwLy2VXk4f

[Duncan S. Campbell @duncancampbell]

Power system extensibility requires permissionless deployment at the edge.

This is an Uber moment for our industry.

[John R @John_Rapaport]

@Jason This is Silver Thursday all over again-
https://t.co/0XopOSAKqR

[Mallory McMorrow @MalloryMcMorrow]

As a proud elected representative of tens of thousands of Detroiters: Fuck this guy. Don’t come back.

[John R @John_Rapaport]

@crg2600 @Thepadre13 No because heat pumps are much more efficient. But directionally it’s big

[New York Metro Weather @nymetrowx]

🎉❄️IT'S OVER!!! With Central Park reporting 1.4" of snowfall since yesterday and 1.0" since midnight, the streak of 701 consecutive days without a daily snowfall over 1" at NYC has finally ended.

[Jon Ostrower @jonostrower]

Looks like a final tribute to the legacy of Virgin America. The last Alaska A321neo flight made an extra lap over SF & Burlingame where VA was headquartered.

@theaircurrent’s extended feature on AS’s future as (really) an all-Boeing mainline operator: https://t.co/2pJcbGGQIw

[John R @John_Rapaport]

@BrentToderian @Slate W w SMS q cE

[Michael Liebreich - @MLiebreich.bsky.social @MLiebreich]

Wow. @MikeFosterEUA, CEO of @energyutilities, has been caught funding the anti-heat-pump PR behind the rash of misinformation stories in the UK press. Did the board of the EUA authorize those campaigns? If so, they all have to go. Shocking revelations.
https://t.co/njrDaduuE6

[James McGinniss @James_McGinniss]

Our VPP @TheDavidEnergy is live and dispatching through these high prices in ERCOT! Currently just aggregated home batteries, but EVs coming soon

Orange lines indicate the start of an event where the height is duration of the event. Events stop when price is below strike (1/4)

[Alfred Johnson @Alfredijohns0n]

Today, Treasury released guidance on transferability. We've summarized 10 top takeaways in this piece:

https://t.co/grYRkpFO8k

Join us for a webinar next Tuesday with M&T Bank, Foss & Company, Allen & Overy, and KPMG!

https://t.co/5zfrx6vJGs

[Andy Frank @AndyJFrank]

It’s time for everyone’s favorite topic: data!

In this case, energy data, arguably the most important element to ensure the success of the $4B+ HOMES program within the #InflationReductionAct

Thx to @KiranRaju for being co-pilot on this piece 🛩️

https://t.co/xjNcdfnPVa

[John R @John_Rapaport]

@AndyJFrank @logicalbldgs @jeffsaintjohn Thanks Andy- a drop in the bucket relative to the need out there!

[Andy Frank @AndyJFrank]

Congrats to @logicalbldgs and the Keyframe Capital team @John_Rapaport on scaling #VPPs in multi-familiy bldgs.

Alex B. hit the nail on the head re: @jeffsaintjohn: “It’s a screaming investment need...​The question is, how do we funnel that capital?”

https://t.co/n1VtZZ5rkC

[Jeff Davies, the Energy OG @EnergyCredit1]

Area man claiming to be energy and power expert has never heard of gas peakers

[David Energy @TheDavidEnergy]

Exciting news from us and our partners @SunnovaEnergy! We are teaming up to create a VPP in Texas. Read more from our CEO and founder @James_McGinniss below:

[John R @John_Rapaport]

@HighyieldHarry Canada

[John R @John_Rapaport]

@hfreflection Personally I respect the heck out of founders who make the hard choice to maximize fund returns over manager profits. If they are compensating thier team properly that comes mainly out of thier own pocket but narrowly maximizing for personal wealth is a crap way to live IMO.

[John R @John_Rapaport]

@hfreflection It’s an interesting dynamic because some actions that are good for the business (such as accumulating assets beyond the amount where you can generate the most alpha) can be against the interest of your LPs.

[John R @John_Rapaport]

So pulled the auditor report for Adani Green Energy. Serious question - how normal an address for an auditor is “near drive in cinema, opposite TV tower”? $ADANIGR