Sublime
An inspiration engine for ideas
BREAKING: America’s new Secretary of Energy just exposed the entire climate scam
“Media & politicians NEVER bothered to actually learn about climate change.”
$2 TRILLION to lower fossil fuel use by 2%
They’re not saving the planet—they’re robbing YOU___LINEBREAK_... See more
Marc Nixonx.com
$AMRC nearest term catalyst
Trump is expected to roll out next week sweeping executive actions regarding use of federal land for data centers and target grid connection delays.
On their earnings call management went into detail and was super confident and bullish they will take a large share... See more
*Personal News*
This week I joined @ENERGY's Grid Deployment Office as Deputy Director for Transmission Development. Excited to dig in with the great (and growing!) team there to scale up transmission to meet national imperatives for reliable, affordable, + clean electricity. 1/
Jeff Dennisx.comSolaris Energy Infrastructure: How A Crumbling Texas Oilfield Services Company Gambled It All On A Convicted Felon And The World's Richest Man
Morpheus Researchmorpheus-research.com
Grid Strategies put together a great one-pager on how the transmission provisions in the permitting bill would work: https://t.co/Hjclirribh
@valuedontlie Activist eliminated all of $NRG top management. Completed accelerated repurchase ~10% of company in Q4 23. $900mm repurchase announced for 2024 ~8% of market cap at this price.
Brian Frankx.com
Government vs. AI: the Grid wants a piece of the pie. $CEG $VST $TLN
•The big news of the day is that the FERC rejected a proposal for Talen’s (Susquehanna plant) to supply Amazon with power behind the meter (a.k.a collocation).
•Colocation and competitive markets remains one of the best wa... See more
“ On the winning side of the ledger sit producers of stranded natural gas in areas like the Permian Basin, where the fuel has sold for negative prices for much of 2024. A wave of distributed power plants constructed next to the cheapest natural gas in the world seems inevitable. In its earnings call two weeks ago, Diamondback Energy put out the wor
... See more