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@advaitarun_

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finance & energy & markets & climate @pubenterprise ☀🏗️ • fmr @USTreasury 💵 • bay area / dc

washington dc
Joined February 2016
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@advaitarun_
advait
2 months
Everyone says enhanced geothermal is the next fracking. That's only a little "bit" true. The shale fracking boom was a product of its unique market structure. Enhanced geothermal is very different. Latest from me at CPE—here's what a geothermal boom *really* requires:
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@advaitarun_
advait
9 hours
Read it here!.
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@advaitarun_
advait
9 hours
Thanks to @bradplumer for featuring me and CPE's work in the New York Times on Friday. Until proven otherwise, this bill is NOT a victory for clean firm.
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@advaitarun_
advait
4 days
RT @_night_brain__: underrated AI dystopian future is just idiots in higher and higher positions taking low quality LLM output as reflectin….
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@advaitarun_
advait
4 days
RT @maiamindel: NGL "I, an extremely rich guy, sat down two candidates for public office and told them I'm going to decide which one of the….
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@advaitarun_
advait
5 days
forgot to screenshot this paragraph, honestly should have added that to this thread. anyway--been saying!!!.
@tylerhnorris
Tyler Norris
5 days
Pretty staggering stat in this new report: 25-55% of US nuclear power projects are at risk of failure due to the Senate BBB’s convoluted “foreign entity of concern” rules.
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@advaitarun_
advait
5 days
RT @tylerhnorris: Pretty staggering stat in this new report: 25-55% of US nuclear power projects are at risk of failure due to the Senate B….
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@advaitarun_
advait
5 days
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@advaitarun_
advait
5 days
Project finance is now politics, who would have guessed:.
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@advaitarun_
advait
5 days
From @CruxClimate earlier this summer: FEOC-related uncertainty threatens to shake up the tax credit transfer market--*even if tax credit sellers are owned by entities in non-restricted countries*
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@advaitarun_
advait
6 days
Me and @CtheLala are in @UtilityDive today stating, in no uncertain terms, that we are in for a torturous FEOC rulemaking process that will *disincentivize* developers from making investments. Thanks @dianadigangi for putting this great piece together!
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@advaitarun_
advait
5 days
All correct! Really good steelman case. I'll also say that tax credits are now something that developers can treat as collateral to borrow against when they secure financing. Tax credits help lower lenders' credit risks, too!.
@tylerhnorris
Tyler Norris
5 days
“If solar and wind are the most affordable and fastest to build resources, why do they need tax credits?” A reporter asked me this fair question yesterday. Here's the steelman case, in my view:. 1) Market failure correction: Social value of solar and wind (e.g. reduced fuel price.
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@advaitarun_
advait
5 days
RT @tylerhnorris: “If solar and wind are the most affordable and fastest to build resources, why do they need tax credits?” A reporter aske….
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@advaitarun_
advait
5 days
This is not a win for clean firm !!!.
@advaitarun_
advait
5 days
Shoutout to @GoodEnergyColl, they have a great piece on how nuclear is right in the crosshairs of the new FEOC rules:
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@advaitarun_
advait
5 days
Really good impact brief on what we can expect for the future of nuclear development under FEOC.
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@advaitarun_
advait
5 days
Shoutout to @GoodEnergyColl, they have a great piece on how nuclear is right in the crosshairs of the new FEOC rules:
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@advaitarun_
advait
5 days
RT @IliasAlami: Wrote a new piece for @break_downradio on how the Second Cold War is shaping the future climate and energy transition, incl….
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@advaitarun_
advait
5 days
RT @advaitarun_: Meanwhile, from the @PubEnterprise housing team, our Summer Fellow Benjamin Olarsch has put together this very well-resear….
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@advaitarun_
advait
6 days
RT @JesseJenkins: So here's the deal on the Senate-passed One Big Bad Bill, now heading back to the House for further debate:. 1. Wind & so….
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@advaitarun_
advait
6 days
It's super detailed! Read it here:.
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@advaitarun_
advait
6 days
Meanwhile, from the @PubEnterprise housing team, our Summer Fellow Benjamin Olarsch has put together this very well-researched and extremely bleak analysis of the impacts of the GOP's proposed cuts to HUD's Rental Assistance program!. The GOP is gutting affordable housing:
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@advaitarun_
advait
6 days
RT @CtheLala: If you think this criticism also applies to domestic content rules, you would be correct. We at @PubEnterprise witnessed firs….
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