I can’t remember the precise definition of “dead weight loss”, but….its this, right? #econsky

When I was as young as 7 I think I understood - deep in my bones - a trade strategy like this was doomed. And all that required was watching Ferris Bueller's Day Off about 163 times. #energysky #econsky www.youtube.com/watch?v=yuOH...

As a #wisconsin native, this warms my heart. The trait I most associate with the ethos of Wisconsinites is humility. So an unhinged sociopathic narcissist comin' in hot always seemed like a bad strategy. As a #renewableenergy professional, this gives me a bit of hope on the state legislation front

Never thought I'd hear Nextera's CEO describe renewables as a "bridge" to more gas-fired generation! Ketchum performs some breathtaking gymnastics explaining Section 45 #ITC. Yet...he usefully conveys general optimism and a purely capitalistic case for leaving the #IRA be. #energysky cnb.cx/43zAGbp

Anyone aware of an existing “record” aiming to track influential people who are, essentially, pulling a “Quisling” and voluntarily choosing self-enrichment over preserving the #socialcontract, democracy, morality? We need a visible “Quisling Tracker” to establish a cost for selling civilization out

Wouldn't a hawkish party keen to wield military power want a badass at the helm? Annoying libs is gratifying, I'm sure, and jamming a wife-beater into #sod? touché. But Rus/China/Iran/DPK licks their chops ready to scalp the corpse of a fallen US and you want a dipshit in charge? Demand better #GOP

I wrote an article on "deposits" (IX, PPAs, etc) and the systemic problem #solar #bess #wind developers face in meeting all these capital/credit intensive needs for worthy projects. It's not as sexy as AI, but my is it a driver of the #energytransition #energysky 🔌💡⚡ segueinfra.com/articles/dep...

One of the most predictable experiences I have as a RE project development capital provider is that developers ALWAYS plan for their pending corp. equity transaction closing in weeks when it inevitably takes months…and the possibility of a dead deal is almost never considered. #energysky 🔌💡

Becketts line has long had its talons in me: “I can’t go on.” “I’ll go on.” Like many, I’ve instinctively retracted inward this month, sensing the coming days will be unbearable. But the point of the line is that there is some daylight between what seems unbearable, and what is actually so.

On a train in Germany with my kids and they are floored by how many of these old 1-2MW plants we’re passing (look like mostly 100-140W mods). Reminding me of when Germany’s FIT dominated the global market, accelerating everyone down the cost curve. We’re all indebted to that leadership still.