Demon
@demonhelp.bsky.social
Does something in finance and something with energy.. rest is NDA
what newsletters you like?
April 8, 2025 at 3:41 PM
what newsletters you like?
$6b is just 1% of electricity bills. You ignoring that federal tax cuts can absorb this impact.
Grid modeling is difficult
#Energysky
Grid modeling is difficult
#Energysky
March 21, 2025 at 9:10 PM
$6b is just 1% of electricity bills. You ignoring that federal tax cuts can absorb this impact.
Grid modeling is difficult
#Energysky
Grid modeling is difficult
#Energysky
though... guess you right on MISO. prices there have been much higher than what i see for lower 48.
also, think its do more w/ solar/wind costs reflect new build w/ higher T&D costs, while coal/gas is either operating or brownfield ops (like in Duke Indiana RfP)
also, think its do more w/ solar/wind costs reflect new build w/ higher T&D costs, while coal/gas is either operating or brownfield ops (like in Duke Indiana RfP)
February 16, 2025 at 3:26 AM
though... guess you right on MISO. prices there have been much higher than what i see for lower 48.
also, think its do more w/ solar/wind costs reflect new build w/ higher T&D costs, while coal/gas is either operating or brownfield ops (like in Duke Indiana RfP)
also, think its do more w/ solar/wind costs reflect new build w/ higher T&D costs, while coal/gas is either operating or brownfield ops (like in Duke Indiana RfP)
Pls speak w/ any level ten employee. their data is based on PPAs they help broker.
also check LBNL data on delta between third party PPA prices like level ten or trio
emp.lbl.gov/sites/defaul...
also check LBNL data on delta between third party PPA prices like level ten or trio
emp.lbl.gov/sites/defaul...
February 16, 2025 at 3:22 AM
Pls speak w/ any level ten employee. their data is based on PPAs they help broker.
also check LBNL data on delta between third party PPA prices like level ten or trio
emp.lbl.gov/sites/defaul...
also check LBNL data on delta between third party PPA prices like level ten or trio
emp.lbl.gov/sites/defaul...
This is levelten data for corp PPA, which as I said earlier is inflated due to demand outstripping supply. Also corps going on levelten platform don’t have the negotiating power. Utility RFPs yield a much lower price
February 15, 2025 at 2:35 PM
This is levelten data for corp PPA, which as I said earlier is inflated due to demand outstripping supply. Also corps going on levelten platform don’t have the negotiating power. Utility RFPs yield a much lower price
No. New contracts are back to 30-40 range, maybe slightly up due to interest rates
February 15, 2025 at 2:26 PM
No. New contracts are back to 30-40 range, maybe slightly up due to interest rates
agree on capacity value. But renewables haven’t become expensive, corporate PPAs are expensive because of high demand and limited supply. The cost to build solar, wind and batteries has been deflationary even compared to pre COVID levels
February 15, 2025 at 1:35 AM
agree on capacity value. But renewables haven’t become expensive, corporate PPAs are expensive because of high demand and limited supply. The cost to build solar, wind and batteries has been deflationary even compared to pre COVID levels
So u r saying its economics driven decision, they getting paid more for baseload power or capacity than in the past? And the delayed retirement is not due to delayed net zero plans?
February 15, 2025 at 1:12 AM
So u r saying its economics driven decision, they getting paid more for baseload power or capacity than in the past? And the delayed retirement is not due to delayed net zero plans?
@edmondmichelet.bsky.social looks like you know the answer. Wanna enlighten us
February 15, 2025 at 12:23 AM
@edmondmichelet.bsky.social looks like you know the answer. Wanna enlighten us
Nvidia is at 39x 2025 EV/EBITDA.
Tesla energy could be = $3Bx39 =$117B
So a tenth of their market cap!
Tesla energy could be = $3Bx39 =$117B
So a tenth of their market cap!
February 14, 2025 at 8:00 PM
Nvidia is at 39x 2025 EV/EBITDA.
Tesla energy could be = $3Bx39 =$117B
So a tenth of their market cap!
Tesla energy could be = $3Bx39 =$117B
So a tenth of their market cap!
Alrite… let’s take a crack at it. We need two numbers - 2025 EBITDA and EV/EBITDA.
They prob at $1.5B EBITDA in 2025 (25% gross margin, 10% opex). Let’s assume 2026 grows like 2025. So $3b in 2026.
The multiple is an art. let’s assume batteries sell like crazy like NVDA’s chips.
They prob at $1.5B EBITDA in 2025 (25% gross margin, 10% opex). Let’s assume 2026 grows like 2025. So $3b in 2026.
The multiple is an art. let’s assume batteries sell like crazy like NVDA’s chips.
February 14, 2025 at 8:00 PM
Alrite… let’s take a crack at it. We need two numbers - 2025 EBITDA and EV/EBITDA.
They prob at $1.5B EBITDA in 2025 (25% gross margin, 10% opex). Let’s assume 2026 grows like 2025. So $3b in 2026.
The multiple is an art. let’s assume batteries sell like crazy like NVDA’s chips.
They prob at $1.5B EBITDA in 2025 (25% gross margin, 10% opex). Let’s assume 2026 grows like 2025. So $3b in 2026.
The multiple is an art. let’s assume batteries sell like crazy like NVDA’s chips.
Me dumb.. was hoping for gravity to show up in prices
February 14, 2025 at 1:13 PM
Me dumb.. was hoping for gravity to show up in prices
Oil? Heard we gonna drill baby drill
February 14, 2025 at 12:46 PM
Oil? Heard we gonna drill baby drill
When does gravity show up?
February 14, 2025 at 3:56 AM
When does gravity show up?
Ha.. then let musk buy it.. for his utility of future plan
February 13, 2025 at 4:07 AM
Ha.. then let musk buy it.. for his utility of future plan
cash flows? I thought utes investors care about EPS growth and ROE
February 13, 2025 at 4:02 AM
cash flows? I thought utes investors care about EPS growth and ROE
just list it and put shares in a US sovereign fund
February 13, 2025 at 2:50 AM
just list it and put shares in a US sovereign fund
Just ask ur ques here
February 11, 2025 at 9:17 PM
Just ask ur ques here
That’s rich. Am hearing 6-8%
February 9, 2025 at 1:11 AM
That’s rich. Am hearing 6-8%
Not all heroes wear cape
February 3, 2025 at 11:46 PM
Not all heroes wear cape
Agree… ability to use roof solar when grid is down is the incentive
January 27, 2025 at 3:06 PM
Agree… ability to use roof solar when grid is down is the incentive
General practice for new admin or they don’t want interconnection innovation?
January 27, 2025 at 1:27 PM
General practice for new admin or they don’t want interconnection innovation?
Come to #Energysky for more deepseek
January 27, 2025 at 1:02 PM
Come to #Energysky for more deepseek