solar and wind

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 9, 2024 by Jace Auby · across every show →

Everything said about solar and wind, oldest first

Sep 9, 2024 neutral
Disclosure
Auby: Texas Teachers only backs solar and wind on strict return basis
“We don't necessarily see it as our role to invest in that solar and wind. We will, but we'll only do it on a straight return, you know, maximized return, strict fiduciary basis. We'll do it if it's a good investment, but We find that others want to invest in t…”
Jace Auby Sep 9, 2024 ▶ 21:24 Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Jan 20, 2025 bullish
Assertion Supported
McLean: Natural gas emissions reductions beat solar and wind combined by 2x
“When you account for natural gas emissions, the total emissions reduction that has been allowed by the increase of natural gas Because of shale development is two X that of solar and wind.”
Jay McLean Jan 20, 2025 ▶ 59:49 Striking Oil – CrownRock by Lime Rock Capital (EP.428)
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