renewables

“The problem is that electricity is cheap and batteries are operated intermittently, so making money on storage can be tricky if you don't have a lot of renewables that Produce significant price volatility.”

“I really just don't believe that the market has digested the public acceptance and siting and environmental permitting risks to net zero scale. Renewables and transmission.”

“I believe that renewables are not all we'll ever need for power sector decarbonization. Like, I do think we need some additional form of very power-dense, you know, something that can replace coal power from a land use standpoint. Something on, you know, new, …”

“If you're going to be making crypto, do it cleanly. And if you do it cleanly, that actually starts to become sort of interesting as a grid resource because there's a way to shift load into making crypto and you can make money when there's really high amounts o…”

“I think it's pretty easy to make the case that most of what we see today in this space, certainly in the case of renewables, at least would not exist, at least not at the current scale. Had that bill not deployed billions of dollars across an array of technolo…”

“Over time, we're going to see energy intensive industries adapt to where renewables are cheapest, but look, for the next 20 years, it is all about repowering the facilities that we have today”

“If we do a units conversion and ask ourselves, we want to repower that with renewables, it's about 10,600 gigawatts of renewables, wind and solar with typical capacity factors, needed to replace that fuel consumption.”

“These are tremendous size of portfolios and financings that really starting to reflect the size of financing in oil and gas or nuclear industries, and attracting some major larger players to come into the space and be able to write these type of check sizes.”

“We'll see a much lower install capacity in twenty-twenty-three of renewables than in twenty-twenty-two, or than what was projected due to supply chain constraints.”

“So they are not signing new PPAs with new wind to as off takers to kind of make these plans happen. They're signing PPAs with retailers and utilities mostly conventional types of deals, such as being put on base interruptible rates. So, you know, it provides d…”

“Ultimately a lot of that hydrogen production is going to be probably off grid, you know, basically paired directly with large scale Renewables in the cheapest places where you can access renewable power.”

“To make renewables truly capacity, you generally need multiple types of storage. You need some storage that's gonna, you know, do your daily peak shaving type of thing, your four-hour lithium ion, you know, workhorse of the grid type of thing. But then increas…”

“Utilities are starting to see that, yes, it's very difficult to get, you know, a gigawatt of multi-day storage today, but in a few years, and certainly by the early twenty-thirties, they're going to want gigawatts of multi-day storage as a compliment to their …”

“With the current known technology costs for different types of storage and different types of generation, what the model does is it really Largely overbuilds renewables to solve the winter scenario, right? And now you have this large overbuilt renewable base. …”

“Unlike renewables, where the development cost might be in the tens of millions of dollars at most It's hundreds of millions of dollars for nuclear, and you can't just have a power purchase agreement to make that kind of investment as a developer.”

“And so it really will be in the out years, 27 and 28, where we're going to see substantially less renewables coming online. So, so there's definitely going to be a slowdown.”

“Fossil fuels or conventional fuels are a hedge on reliability, ultimately, that they provide reliability benefits to a system that has become more reliant on, ah, intermittent sources of electricity, but clean energy systems or renewables are a hedge on geopol…”

“Japan and Korea in a slight panic have already committed to a much faster build out of renewables to get away from gas as quickly as possible. Almost all of their gas is imported LNG.”