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@clawrence "@ianboydsnr @fuzzysemi Because Lithium-Iron-Phosphate batteries are primarily used in stationary energy storage applications like this one not Nickel-Manganese-Cobalt because they are significantly cheaper. And it is what has been reported for this project"
X Link @clawrence 2025-10-14T15:34Z 12.4K followers, XX engagements

"Old news but I need to remind some people on here that you can now build a 1GW baseload solar + battery plant at about the same cost as a 1GW nuclear plant. And 5x faster. UAE launches worlds first 24/7 solar PV battery storage gigascale project"
X Link @clawrence 2025-10-13T17:36Z 12.4K followers, 222.4K engagements

"The vast majority of financing options that solar companies offer you are bad deals. Either loans with big hidden dealer fees or long term leases with escalators and very expensive buyouts. My local credit union offers a XXX% fixed 15-year home equity loan"
X Link @clawrence 2025-10-17T17:18Z 12.4K followers, XXX engagements

"Getting solar isn't hard. Find X local solar contractors w/good reviews on Google/Yelp get quotes for cash purchase only (no financing) pick the one you like & pay cash. If you need financing get your own: home equity/local credit union loan. If you can't afford it don't"
X Link @clawrence 2025-10-17T17:13Z 12.4K followers, XXX engagements

"@xiaowang1984 @Diplomatt42 I'm sure Covid impacted it also. But when OEMs go XX years with literally no growth they cut their manufacturing capacity their components and materials suppliers do the same and it takes time to ramp that back up"
X Link @clawrence 2025-10-16T17:10Z 12.4K followers, XX engagements

"@pwrbrnr The fracking industry has been doing it for decades. It's speculative developers. No different than any other industry - commercial real estate now datacenters. Booms and busts"
X Link @clawrence 2025-10-17T14:53Z 12.4K followers, XX engagements

"@unusual_whales Oh damn. You mean China wont be able to use SAP Oracle and Microsoft software Wont this increase their productivity"
X Link @clawrence 2025-10-11T15:00Z 12.4K followers, 44.5K engagements

"Do not purchase solar from a door-to-door salesperson. Sorry to have to say this and I'm sure there are reputable people selling this way. But I'm currently helping out a friend who signed an awful lease. Reality is I can't help because those leases are ironclad. No way out"
X Link @clawrence 2025-10-17T16:44Z 12.4K followers, 3334 engagements

"I'm not sure how it's location is relevant. We can do the same thing in many parts of the US. Solar panels have an expected XX year life and batteries depending on how they are used 10-20 years. And the life of these plants can be extended indefinitely by replacing failed solar panels and battery modules. Certainly much cheaper than the regular maintenance required on nuclear plants which are typically taken offline for a month every 1-2 years for refueling regular maintenance and parts replacements. You won't need to take a solar+battery plant offline for maintenance because it's highly"
X Link @clawrence 2025-10-13T18:04Z 12.4K followers, 4238 engagements

"Isn't this a narrative violation 🔋🪫🔋🪫"
X Link @clawrence 2025-10-16T19:57Z 12.4K followers, 8764 engagements

"Some cleantech XXX VC-backed companies today (market cap): Tesla ($1.4T) Bloom Energy ($24B) Nextracker ($13.2B) Enphase Energy ($4.5B) Sunrun ($4.5B) SolarEdge ($2.2B)"
X Link @clawrence 2025-10-13T13:42Z 12.4K followers, 3896 engagements

"@xiaowang1984 I'm sure costs have gone up & the amount of work increased. We starting having load growth for the 1st time in over a decade timed w/pretty significant inflation both economy-wide and specific to the electric equipment sector as they didn't have the capacity for this growth"
X Link @clawrence 2025-10-16T16:13Z 12.4K followers, XXX engagements

"@k0busswart Yeah. You basically do replace most of the critical components every XX years or more frequently. And of course you have to refuel every 18-24 months"
X Link @clawrence 2025-10-14T02:38Z 12.4K followers, 1556 engagements

"@xiaowang1984 Wall St is betting on ever increasing rates and profits. At ratepayers expense. Rates will never come down. Its one of the few commodities where that is guaranteed by the state"
X Link @clawrence 2025-10-17T03:49Z 12.4K followers, XX engagements

"@xiaowang1984 There is no reason these utilities who have been granted monopolies and guaranteed rates of returns should be generating record profits while raising rates to record levels"
X Link @clawrence 2025-10-17T02:41Z 12.4K followers, XXX engagements

"Looks bad. But over the period on this graph that's an average X% rate of increase. Basically inflation"
X Link @clawrence 2025-10-07T13:50Z 12.4K followers, 4257 engagements

"did someone solve nuclear fusion and not tell me"
X Link @clawrence 2025-10-16T00:41Z 12.4K followers, 6270 engagements

"Not bashing nuclear but people have the impression that nuclear reactors last 60-80 years with no maintenance. The reality is the guts of a nuclear plant will be nearly fully rebuilt 2-3 times in that time frame to replace major components: fuel assemblies control rods turbines generators cooling towers instrumentations etc. And has to go offline for 30-45 days every 18-24 months to take care of all this at a cost of $100M-$150M/yr for a 1GW reactor Again not a bash on nuclear. All power plants require maintenance. But the argument that solar panels and battery cells don't last 60-80 years"
X Link @clawrence 2025-10-14T14:19Z 12.4K followers, 48.7K engagements

"@CRinTX2 Dont you have to be able to produce power to cash in"
X Link @clawrence 2025-10-16T22:53Z 12.4K followers, XXX engagements

"$5B to Bloom Energy for fuel cells for data centers. You know what solid-oxide fuels cells don't do well Or at all Ramp up and down. Data center loads do so that means you will likely want batteries alongside those fuel cells"
X Link @clawrence 2025-10-14T18:03Z 12.4K followers, 20.9K engagements

"@lennard_lrsn So dont do it there the world doesnt revolve around you. The majority of the worlds population lives in latitudes where this will work"
X Link @clawrence 2025-10-14T04:58Z 12.4K followers, 1299 engagements

"Idiotic move. We are entering an unprecedented trade war w/China. We are going to need to reshore everything from mining to mineral refining to heavy manufacturing. On top of datacenters. We will need all the power we can get. We need a bipartisan agreement to make it easier to build power plants"
X Link @clawrence 2025-10-10T19:54Z 12.4K followers, 21.8K engagements

"@xiaowang1984 How about: X. Reduce guaranteed rate of return on capital for utilities"
X Link @clawrence 2025-10-17T02:27Z 12.4K followers, XXX engagements

"Pet peeve - using the term rare earths to refer to any material used in renewable energy. Below is a list of the Rare Earth Elements. None are used in silicon-based solar or lithium-based batteries. Neodymium is used in wind turbines"
X Link @clawrence 2022-05-01T20:43Z 12.4K followers, XXX engagements