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Yann


Opinion

Best, Yann

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Have a great day!
Yann


The Mega Power. Constellation is acquiring Calpine for $16billion to create a portfolio of 60GW and adds quite a bit of thermal power to Constellation’s fleet. There’s an expectation that regulators will want some divestiture to limit concentration but with the demand for power, regulators will likely also be sensitive to the pushback on anything limiting power generation.

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Yann


Is Texas Right? It’s always been a wind state, now at 42GW, but the past few years it’s been the sunny star of solar and storage with 22GW and 6.5GW respectively. Is it the development process? The ERCOT mechanics? Lack of capacity markets? Or just the growth of demand for energy. We know it’s not the politics so it’s something else, what is that and can we replicate it?

LA Fires. My thoughts go out to any of you affected by the fires in the LA area, it is an unimaginable horror to see how devastating those fires have been. If you know of legitimate aid or fundraising efforts that I can pass along to the SolarWakeup community, please reach out to me

Opinion

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Have a great day!
Yann