Rohan Ma

[Rohan Ma @rohanjma]

@PodcastAlphaX @dylan522p Corollary in power markets where the most efficient gas generator benefits from expensive gas the most.

[The Wall Street Journal @WSJ]

Exclusive: Rivian is joining with Redwood Materials to reuse EV batteries for energy storage. https://t.co/uv9XB0IEmS

[Rohan Ma @rohanjma]

@LLMJunky @delbenz @dschnaq @FastbreakHoops5 And the insane underhanded finger roll rainbow shot to finish

[Redwood Materials @RedwoodMat]

We’ve closed a $350M Series E led by @EclipseVC with participation from @NVIDIA’s NVentures.

The oversubscribed round fuels growth across our two core business lines: Critical Materials + Energy Storage.

We’re building a resilient U.S. energy future.

[Rohan Ma @rohanjma]

@ShanuMathew93 This is why pairing Gas with Solar+BESS makes so much sense in these. Gross power demand due to cooling is at max when the turbines are at minimum capability. Some of the aero derivatives are at 35% derates due to altitude and ambient in the hardest hours.

[Rohan Ma @rohanjma]

@ShanuMathew93 25GW of demand but calls for 50GW of power. What’s the delta?

[Rohan Ma @rohanjma]

@bballbreakdown @wojbombs4ever @Ias0801 Is hitting 1 in a row similar to hitting 21 in a row?

[Rohan Ma @rohanjma]

@ShanuMathew93 Love your content!

[Rohan Ma @rohanjma]

@BryceJohanneck What do you think the benefit is of solving this problem?

[Rohan Ma @rohanjma]

@ramez Particularly if/when heat pump adoption grows meaningfully higher, driving winter peaks higher. We need a diverse set of resources.

[Rohan Ma @rohanjma]

@cpatdowling Might be less confidence in demand materializing at specific sites by specific dates than it may seem. The real option value on grid interconnection is high if you consider demand growth uncertainty. Large BTM requires an awful lot of certainty about the future.

[Rohan Ma @rohanjma]

@RyanMcIntosh33 @ShanuMathew93 Looks like two 200 MW, so $4,000/kW

[Rohan Ma @rohanjma]

@CHPSanFrancisco So lanes 1-4 eastbound are all open now?

[Rohan Ma @rohanjma]

@ryanl_hass Super insightful post

[Rohan Ma @rohanjma]

@victorshao @ShanuMathew93 50GW of rooftop solar panels? Seems far too high.

[Rohan Ma @rohanjma]

@SolutionOrganic @38capital @oguzerkan Curious - since it’s open sourced, what is the incentive to lie about that? Haven’t seen someone lay that out.

[Rohan Ma @rohanjma]

@cpatdowling I think I follow, but can you explain this like I’m five? And, hey!

[Rohan Ma @rohanjma]

@tszzl @McaleerStephen @eshear Aligned implies we know what we want, and I’m not sure we collectively do.

[Tesla Megapack @Tesla_Megapack]

Congrats to Plus Power and the Tesla Autobidder team on landing the #1 spot in the @ModoEnergy ERCOT rankings with Gambit in 2023! ⚡️

This Megapack project in Southeast Texas demonstrates how much value energy storage can deliver to the grid with optimized performance

[Rohan Ma @rohanjma]

@Clm1403 @SimonMahan @teslaenergy @oncor Make sure Grid Charging is enabled :)