Energy Producer

GM

GA https://m.youtube.com/watch?v=TPJ5kqjEQlc

Ross better get freed

Hate or don’t hate Saylor. MSTR is a monopoly on bitcoin for fixed income ATM so price will remain impressively escalating until that changes

Can someone do a wellness check on Kerrisdale Cap? https://www.benzinga.com/markets/cryptocurrency/24/03/37985493/kerrisdale-capital-is-short-microstrategy-stock-long-bitcoin-things-have-gotten-carried-aw ☠️☠️☠️☠️

Small Module Nuclear Reactors are not economically viable. Tons of examples of this. Like all electricity matters it’s mostly the regulatory framework that creates the cost, a little the technology. https://www.utilitydive.com/news/nextera-ceo-not-bullish-on-smrs-as-company-assesses-potential-duane-arnol/730855/

Electricity/Power Utilities are more entrenched, corrupt, and wasteful than most elected governments but unless you work with them you would not know. In regulated states where they are granted a monopoly, they are normally the top or in the top 3 of lobbying funding. It’s gross and wish more people understood, but it’s really just incentives playing out over time. We need to have more market competition (ignore the lobbyists telling you the grid will fail without the utilities keeping their monopoly). I expect electricity prices to play a significant factor for inflation going forward, since new power plants are needing to be built for first time in decades due to demand. NGU.

What happened to us that we need this kind of labeling?

GM

Distributed Solar & Batteries are how we start to decentralize the grid. Monopolistic utilities are a lot of times worse than governments, in terms of corruption.

GM

GM

Those who learn to enjoy the beauty of life without striving for the illusion of control are the true winners

Natural Gas, Solar, and Batteries holding prices steady, no emergencies in Texas - quite a difference vs 5 years ago

The market has spoken. And if you are thinking this is due to “subsidies” then you need to learn how electricity markets operate. (All electricity is “subsidized” and intermittent sources the least of which, and most of those $ now go to Fortune 500, lawyers, and accounts to facilitate it.)

Getting outside is the best 🌞

PJM closes interconnection process, ~1yr later 150% increase in capacity prices…https://www.utilitydive.com/news/pjm-capacity-prices-auction-morgan-stanley-esai-nrg-vistra-pseg/725618/

Also anyone worried about CO2 has not thought very hard about it