edmondmichelet.bsky.social
Live free or die. Never more important to seek the truth and light than today. Keep fighting for the future of America.
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Getting Started
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Yessir
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“LevelTen’s North American PPA Price Index is the industry’s only source of PPA price data based on hundreds of real PPA price offers from developers — giving you accurate, real-world data to help you stay ahead of the market. “
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It is not. You’re talking to someone who sees these contract costs to utilities on a weekly basis. I can tell you that $50-65 wind PPAs is the norm. LevelTen is not just corporate PPA, it’s solicited information from developers:
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See my reply with reference. Your information is demonstrably false.
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www.utilitydive.com/news/ppa-pow....
“North America hasn’t seen those kinds of PPA prices since early 2020, according to data from LevelTen Energy, which puts the typical solar PPA at $56.58/MWh, and wind at $65.63/MWh as of the third quarter of 2024.”
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Your information is wrong. We see developer offers on a weekly basis. Where are you getting your data.
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I’m sorry but that’s empirically false. The cost to utilities on average for wind in the upper Midwest was in the $20-30/MWh pre 2021. Since then, the average cost is over $50/MWh driven by supply chain shortages, general inflation, as well as labor costs. It’s a totally different market today.
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Yes, it is comparatively much more valuable today than even 5 years ago. Meanwhile renewables have become much more expensive and market constructs have evolved to better assure reliability, which also dilutes the value of renewables, broadly speaking.
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including more accurately pricing capacity to incentivize market optimal retirement and investment decisions are being done in an effort to protect reliability. There is no silver bullet, and the more people understand about the true economic and market constraints of the industry, the better.
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of wind has tripled since 2020, adding fuel to the cost fire. This is not a simple problem, and anyone portraying it as “just retire and replace” is at worst willfully misleading others, or at best simply ignorant. Many ISOs are working towards actionable solutions, but all of these market changes
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and coal. In many cases, market construct changes make it entirely too expensive to replace a 1,000MW coal unit with wind for example. In the winter and summer compliance seasons in MISO, a load serving entity would need to procure approximately 5,000MW and 12,000MW of wind. The average market cost
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I can try, but like many things, this is not binary. Optimizing power supply portfolios is an incredibly complex task of balancing cost, reliability, and willingness to accept risk both financial and regulatory. Currently in most ISO/RTOs it’s challenging to replace the dispatchable fleet of gas
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Yes, some people certainly placed in the energy industry would prefer to not have public positions.
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When faced with a logical argument from someone in the space who actually *knows* the facts and constraints of the real world - not just click seeking unsubstantiated statements - people like you fold like a lawn chair. Please stop poisoning energy discourse if you’re not willing to engage.
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Utter coward
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Wow, what an easy dodge. Then please provide cited examples of cost effective, and reliable replacement generation on either supply or demand side?
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Tell me how many MW of accredited wind and solar you would need to produce the zonal resource credits needed to replace 1,200MW of firm, dispatchable generation in MISO and meet planning reserve margin requirements?
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Your premise here is that retirement of coal units is the *right* thing. However, what about economic efficiency of portfolio construction, capacity to meet resource adequacy requirements of ISOs, and energy adequacy to ensure reliability - all of which at minimal rate increases?
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Bot
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Reported your account for spreading false information. How’s Moscow this time of year?
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Ok but what in the world makes us believe that bc they ‘agree’ to it, they will actually do it.
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Thank god, someone is showing a backbone. Make the next four years miserable for them and hold them accountable and publicly shamed for their actions. Don’t let their smokescreens distract from the hostile takeover of our gov by an unelected billionaire wannabe autocrat nepo baby.
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US military is being used by Trump to do his dirty work in ethnically cleansing and razing the Gaza Strip to develop properties and businesses owned by the US. This is a new low, wielding military as a personal goon squad. The Arab world is NOT going to respond to this well nor should they.
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There is still beauty in this world.
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AND WHAT ARE YOU DOING ABOUT IT
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Yes, but who at the Justice dept, FBI under Patel, or any other outlet of justice this admin will enforce the law. Even if they do, he will be immediately pardoned. He is, quite literally right now, above the law.
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As we continue to see people vote against their own self interest, it will be fascinating to see where they draw the line and swallow their pride, admitting this is not the future they wanted. We can only hope at that point we still have the opportunity to vote this administration out. Stay vigilant
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The problem is that THIS Democratic Party only focused on fundraising and fielding a candidate they not only expected, but mandated that people should feel excited for. Voting for Kamala was a symbolic gesture, not a pragmatic approach to defeating Trump. He was eminently beatable, just not by her.
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This reeks of Stephen Miller.
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It becomes incumbent on the populace to remain diligent and not allow the erosion of democracy. It is too easy with the misdirection and distraction of social media to fail to be focused on what’s actually happening. Why do you think Zuckerberg, Bezos and Cook were there. Maximum influence exposure