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Yann


Opinion

Best, Yann

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Have a great day!
Yann


Opinion

Best, Yann

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Opinions:

Have a great day!
Yann


The Cost of Growth. The rise of capacity cost is palpable and I think it may get worse. It’s the incremental MW/GW that raises the cost of every other GW in the auction because everyone wants to be the most valuable last power in the stack so everyone gets a piece. As demand grows, everyone wins on the generator side and loses on the consumer side of the ledger. 

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Yann