Ken Lay
@PipesAndPower
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Avid supporter of energy deregulation at the expense of ratepayers
Heaven
Joined April 2010
Oklahoma regulators just approved securitizing $1.4 Billion of Feb ‘21 natty gas costs over 25 years. $8 per month per customer for 25 yrs to pay for $200+ ngas that should have cost $5-10. $ET $KMI fleeced them!!One of the biggest heists in history, not even front page news.
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RT @FracSlap: The future of energy is solar + nat gas +batteries . I don't know why any of you try fighting the inevitable.
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RT @hcanercan: Green hydrogen rule of thumb: 1 mt/y of green hydrogen requires 10 GW electrolyser capacity, which requires 20GW RES capaci….
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RT @big_lithium: This is the craziest opportunity. Someone, please, let's buy a shit ton of spodumene concentrate and warehouse it in Perth….
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RT @boazweinstein: @Blackrock violates its own ESG guidelines on how it wants to be treated as shareholder when it is instead the fund mana….
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RT @joshdr83: As of Q2 2022, Texas had almost as much wind, solar, and energy storage under construction (12,204 MW) than the next 5 states….
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RT @TheWinklerGroup: 1) Has $BLK, the dean of stakeholder capitalism, forgotten about the "G" in "ESG"? The firm is changing how it calcula….
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RT @BittelJulien: 🇺🇸 Late-cycle checklist:. Wages >4% ✅.Peak margins ✅.Tight labor market ✅.Closed output gap ✅.Extreme valuations ✅.Oil 70….
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RT @alissajean: Okay there’s a LOT going on in the breaking news from @orlandosentinel @Jason_Garcia @reporterannie today. Here’s a thread….
orlandosentinel.com
Top executives at utility giant Florida Power & Light worked closely with the political consultants who orchestrated a scheme to promote spoiler candidates in three key state Senate elections l…
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RT @chigrl: Woodmac: Mining companies will need to invest US$1.7 trillion over the next 15 years to meet energy transition targets to 2040….
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Hands down smartest PE shop in the u.s. power sector; I've followed these guys for 20 years now: .LS Power’s Deep Pockets and Risk Appetite Could Shake Up Renewables Development
greentechmedia.com
The privately held developer and asset owner made its fortune in gas plants. Now it’s pushing hard into renewables.
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So solar panels don’t work at night? Who knew?.
up to 250,000 homes and businesses served by PG&E are losing power tonight as CA implements rolling blackouts for the first time since 2001 because of a widespread heatwave.
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Diminishing returns: Why an upcoming Utah rate case may signal the end of net metering via @UtilityDive.
utilitydive.com
A move to end the compensation approach for rooftop solar owners has sent sales plummeting. Many other states are also looking at successor tariffs.
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RT @CookeWJ1: $PCG's CFO won't provide a direct answer to the question; ."What if you're undercapitalized up exiting bankruptcy." He's conf….
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