

tau18analytics
17.8K posts








EEI is at the @NYSE today to ring the Opening Bell alongside @ConEdison! EEI President and CEO Drew Maloney is celebrating how America’s electric companies are delivering the energy of every day—as well as Con Edison’s legacy of reliably serving New York City and the NYSE for more than 200 years.




Here's a real question moving forward. The case from @protectcapacity is that... a) because the value of money is a function of the issuer's Protective Capacity and b) there are economies of scale to protection ...any dominant Protector will grow the money supply seeking the equilibrium amount of collateralized assets that it can protect. (I will make the case, but not here/now, that this is true both theoretically and historically). Now the question. Given a military defeat but absent debt obligations in foreign currency, will the issuer continue to print money / monetize debt, or will the issuer allow rates to rise, forcing domestic / internal deleveraging and ultimately asset seizure? I think it's the latter.





One giant assumption in power system mix / LCOE / capacity expansion / optimization models is that load shapes will be the basically same in the future despite the presence of very cheap daytime energy.






Happy #natgas new year to those who celebrate on November 1st. And what a start to the gas new year too! It's a natural gas new year miracle!





15 years ago, we opened Fremont factory Today, the Fremont team is producing all 4 S3XY models, totaling 3.6M vehicles made so far 20k+ California jobs created w/ billions of dollars invested

