[herewego]

Not arguing against your overall point, but Texas is a well-known lesson in failed power grid management, market design, and policy - which in combination is the driving force behind the current economic energy opportunities.

I say this as someone in the energy industry who operates many renewable assets across the U.S., some in Texas, and participates in the markets. Texas is a power nightmare, worst in the country. Everyone in Texas is investing in desperate immediate need and toa lesser degree, future potential, but that potential isn’t here yet and the cost of wholesale power spikes to egregious levels regularly.

[bz_bz_bz]

I’m not even sure what your last sentence means (you got caught on the wrong side of a PPA during the winter storm I assume?).

I’ve been a market participant in every American ISO for over a decade and have helped build both thermal and renewable generation. I couldn’t disagree more and the numbers don’t back up your story.