power purchase agreement
also referred to as: power purchase agreements · ppa
4 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement May 11, 2023 by Ben Hertz-Shargel · across every show →
Everything said about power purchase agreement, oldest first
May 11, 2023 neutral
Hertz-Shargel: Some Bitcoin mining PPAs mandate over 85% load factor
“Some of the power purchase agreements That miners have secured require a high load factor, meaning, you know, you need a high average power relative to your max power, which basically requires you to be on most of the time. And so I've seen one contract that r…”
Sep 4, 2025 bullish
Kann: Nuclear developers can now secure viable PPAs from AI data centers
“To me, it's like, clearly, yes, they can take advantage of that in the sense that You can get a PPA at a price that is going to be hopefully sufficient to make the project economics work. Those things are big deals, right? Like that, I don't think that was tru…”
Mar 5, 2026 bullish
Aug 11, 2026 negative
Tillis: Lawmakers ignorant of power purchase agreements are unqualified to direct energy policy
“If you're taking a definitive stand on power policy, and you don't understand something as basic as the power purchase agreements that drive it, then you're not qualified to have that discussion, respectfully.”