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“Visibility through, uh, 10 to 2030 is pretty clear. The investments are being made. The actors that are making these investments are the largest, most…”
@Invest Like the Best
Data center power demand is locked in through 2030 as the richest companies ever fund the buildout today
VSTLONG@ $166.24
$144.85-12.87%
since call Mar 4
peak +3.7%
“the cost of a PPA, a power purchase agreement for solar, is well off the lows. What kind of lows happened around 2020? And it's the cost again of delivered…”
@Invest Like the Best
Solar PPA prices are 50%+ off 2020 lows as land, labor, capital costs swamp falling panel prices
TANSHORT@ $53.20
$50.25+5.56%
since call Mar 4
peak +12.6%
“we've seen lithium prices, for instance, just in the past few months, be up more than 50%. And that's going to translate into higher battery costs, all things…”
@Invest Like the Best
Lithium prices up 50%+ in months feed straight into higher battery costs, undercutting storage economics
LITLONG@ $1.29
$2.09+62.25%
since call Mar 4
peak +108.1%
“From an energy standpoint, I think advanced geothermal is one of the most interesting components of the system today. It is a baseload energy source that is,…”
@Invest Like the Best
Advanced geothermal could be the most exciting US energy industry in 5 years as it rides down the cost curve
FLNCLONG@ $15.50
$14.14-8.74%
since call Mar 4
peak +2.2%
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