The Ledger
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why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Siegel: Battery saturation in ERCOT has compressed incremental investment returns
“A couple of years ago, we transitioned Intercut from a market that relies heavily on ancillary services to support batteries, and that was very robust. We built into that. That market was overwhelmed with supply, and then when you move out of the sort of small…”
Siegel: Delivering large-scale gas generation takes four to five years
“And our planning horizons when it comes to large-scale gas-fire generation aren't measured in months. Today, I would say they're really measured over the course of four to five years between the realization that there's a need and all of the activities that ar…”