LMPapi
61 posts
Peloton vs Ladder is my favorite fitness rivalry.
Which way Western Man?
Ladder@joinladder
“No woman should lift more than 3 pounds.” This is a literal quote from the most popular celebrity trainer of the last 20 years. And for years, @hilaryduff believed it. Until she started to lift. Then everything changed. 🧵
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@rmcentush @wing13nut “Fuel cells” expected capacity factor is 0 for the time being
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watching every “climate” co transform into an “energy” co has been fascinating. most of them will do quite well I expect, but same cannot be said for many climate VCs. surprising how many people who’ve been investing in this space for years have never bothered to learn the basics of how power markets or the grid actually work
Anjney Midha@AnjneyMidha
I wouldn’t be so quick to conclude Kleiner was wrong on clean tech Just look at Bloom, a fuel cell co @johndoerr and @ScottDSandell had the vision to back over 10 yrs ago Good things take time Moving humanity forward takes vision that looks like delusion to short termists
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@BlueFlameBlues “If you’re doing reg down and it’s charging at high prices send in an outage ticket”
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'La plus ca change' in California power markets...
utilitydive.com/news/terra-gen…
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This is a great way to get an awesome Chest pump that produces ZERO actual growth post session
Perhaps the BEST way even….
Kyle Kuznik@Kylekuznikk
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LMPapi retweetledi
President Trump’s executive order on college sports is below. Three key provisions: 1. Five years of total eligibility 2. Only “one” free transfer without sitting. 3. No players can return from pros. Goes into effect on 8/1. Common sense & solid: whitehouse.gov/presidential-a…
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-$0.50/MWh HB_West right now and if you have a gas plant out there you're printing $50 spark spreads.
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@wyatthenseler They are afraid of a 2022 repeat! Ivy League baseball is dangerous
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I’ll take care of him coach. Unacceptable.
Coach Mike Elko@CoachMikeElko
Hey @wyatthenseler ! Can you get control of this guy please.
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@cpatdowling If it’s easy to charge, don’t do it, if you think it’s expensive, do it.
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Stone cold killer pushing some last minute charge at 4:30 AM this morning
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@pcriley @abluecrab1 Yeah mostly used to just sell peaks where you’re going to discharge anyway
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@abluecrab1 @pcriley Only need credit for virtuals but people want to hide their strategy from modo and other aggregators and not offer via TPO
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@SimonMahan Yeah the gas getting ready for the weekend are eating the cost now to startup. That’s why it’s going to solar as the marginal unit
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Texas (ERCOT): Lots of power available. Power prices have hit $0. They're awash in power, mostly wind.
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@xiaowang1984 Yeah i kinda grouped DER with VPP there. I tend to lump them in the same basket
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My favorite regulatory voice going to one of the most ethical DER companies out there. Excited to see what comes out of this!
Travis Kavulla@TKavulla
Thank you to all the well-wishers that are in my feed today about the role I’m moving into next week at @basepowerco. I’m thrilled to be joining the company, and I figure I should tell you why.🧵
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There’s a lot of confident commentary about why electricity prices are rising. But is there consensus on the drivers? Grid investment? Renewables? Regulatory uncertainty? AI? Let’s see what people think. (Poll in replies.)
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@FICMBondTrader People would be shocked at the amount of 26-28 ACT kids at ivy’s. Good luck doing that out of public school
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@TCK_JRubano @quantymacro We wear quarter zips to the office all summer because it’s so cold in there
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I had completely forgotten this until I read this post by @quantymacro, but I started my career (as many did back in the day) working the overnight shift trading real-time electricity. One day, at 7AM the head trader walked in, took one look across the trading floor, noticed the lights were on, and promptly started screaming at us that we were pushing his short power position against him.
qm@quantymacro
"how are you a quant & can't afford heating" it's simple really our book is short UK natgas, so I turn heating off as a form of statistical arbitrage this is literally basic day 1 stuffs that's why I'm a quant in the arena and yall are plebs with no ISDA on the sidelines
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LMPapi retweetledi
I do this but in the opposite direction
PEoperator⚡️@PEoperator
In interviews, I’ve started asking people what gives them energy and if they don’t say some version of “building” I pass.
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