The Private Capitalist

M&A | Learn to build a fortune through business acquisition.

[The Private Capitalist @theprivatecap]

The 2010s were a race to generate clean power.

The future is a race to move it.

Whoever owns the wires and the bottleneck owns the next decade of energy returns.

[The Private Capitalist @theprivatecap]

And Britain isn't special. This is a global pattern:

🇺🇸 Texas: wind in the west, demand in the east (ERCOT congestion).

🇩🇪 Germany: north wind, south factories (the "Stromautobahn").

Same disease. Different country.

[The Private Capitalist @theprivatecap]

This is the most underrated lesson in the entire energy transition:

The hard part was never generating clean power. We solved that. It's cheap now.

The hard part is delivering it, the right electron, to the right place, at the right second.

Production ≠ delivery.

[The Private Capitalist @theprivatecap]

And this isn't a rounding error anymore.

Transmission constraint costs hit £1.9 billion in 2024/25, that's 71% of all grid balancing costs.

In 2022/23, it was 44%.

Left unfixed, the official trajectory is £4–8 BILLION a year by 2030.

[The Private Capitalist @theprivatecap]

So when the Scottish wind blows hard, the grid physically can't move it.

National Grid's solution? Pay the wind farms to switch off, a "constraint payment."

Then pay a gas plant near London to switch ON, because that power still has to come from somewhere.

You pay twice.

[The Private Capitalist @theprivatecap]

Who actually gets paid here?

Generators like SSE pulled in ~£45M in just six months from shutdown payments alone (per Bloomberg).

Gas peaker owners get paid to fill the gap.

The wind developer wins. The gas plant wins. The bill payer loses.

[The Private Capitalist @theprivatecap]

The setup is simple.

Scotland has the wind. Huge offshore and onshore farms in the north.

England has the demand. London, the Midlands, the data centers.

The problem: the wires between them are too thin to carry all that power south.

[The Private Capitalist @theprivatecap]

Last year, Britain paid wind farms over £350 million to STOP producing electricity.

Then it spent another £1 billion turning on gas plants to replace them.

Same year. Same grid. Total bill: ~£1.46 billion, paid by British taxpayers, on their power bill.

Here's why it's happening, and what it reveals about clean energy. 🧵

[The Private Capitalist @theprivatecap]

@Convertbond It didn’t exist

[The Private Capitalist @theprivatecap]

@Barchart Yeah, it's a bubble, but better ride the wave than predict a market crash.

[The Private Capitalist @theprivatecap]

@TihoBrkan Become the top 0.01% in any field, you will get rich rich.

[The Private Capitalist @theprivatecap]

@DCinfoscaling slop

[The Private Capitalist @theprivatecap]

@CrimewatchTO Buying a opportunity, if you know you know.

[The Private Capitalist @theprivatecap]

@NoLimitGains Old patterns don’t dictate the future.

[The Private Capitalist @theprivatecap]

@Mrcryptoxwhale New high on Japan 20y

Buffet rarely miss.

[The Private Capitalist @theprivatecap]

@gaulicsmith Richest men according to Forbes 😂😂

[The Private Capitalist @theprivatecap]

@patato_ass Commodities that rise by 50% to 200% will, in the future, lead to a 5% to 10% increase in CPI.

[The Private Capitalist @theprivatecap]

@NoLimitGains Commodities that rise by 50% to 200% will, in the future, lead to a 5% to 10% increase in CPI.

[The Private Capitalist @theprivatecap]

@barkmeta Emerald, Ruby and Sapphire.

[The Private Capitalist @theprivatecap]

China is teaching the West a brutal lesson in Economic Warfare. 🇨🇳

The weapon? Silver.

The target? 22 Major Western Banks trapped in massive short positions.

Just like when they conquered the Tomato market or cornered Rare Earth metals.

They are squeezing the life out of Western liquidity.