We could get rid of the TSA just by putting two Manhattan bouncers at each gate. They see everything and are cool getting paid a standard wage + free well whiskey.

Duncan S. Campbell First off, you’d have to start penalizing the polluters! But yeah, that’s why laws like sb260 are tough - all the emphasis on emissions accounting (and for scope 3, modeling) rather than encouraging emissions reductions. Transparency matters but can’t be the end goal.

The political reactionary movement I’m most aligned with is banning digital menus. Totally digenerate.

Duncan S. Campbell Nathan Tankus Purchasers face many pressures to decarbonize other than carbon prices (see, e.g., IRA tax credits).

If all entities with scope 1 emissions were committed to decarbonization, this works (and would be preferable!) - but the reality is that they aren’t and often need pressure from customers to do anything at all.

Good retorts here from Nathan Tankus Brian Janous Matthew Tripoli and others

I don’t understand the obsession with carbon accounting. Especially scope 3.

Just decarb the stuff that emits. Do you have a process that releases GHGs? Figure out how to make it clean.

Happy to be wrong here, but IMO, entities downstream of those emissions don’t matter much.

Ten years ago Saturday Hurricane Sandy made landfall in New York City exposing our coastal city's many vulnerabilities to flooding. Samantha Maldonado and I wondered, given that how is the City handling the risks? The answer was a little frightening /1

thecity.nyc/2022/10/27/234…

ERCOT’s Load Serving Entity Obligation proposal is the Obamacare of energy markets.

32. Very few people who are not solar project financiers understand tax treatment for solar projects (I don’t) and it’s important enough to make most calculated LCOEs irrelevant to power purchase prices.

1. Time to make 2021 minor updates to my annual “opinions on #solar ” thread.

If you like these, you’ll like my 2019 book, Solar Power Finance Without the Jargon, a little old but still valid, five stars on Amazon.
tinyurl.com/y6lc3ohl

Only way to reach these much higher volumes is through Distributed Generation/Demand Flexibility/VPP/Microgrids.

Update: Sunnova says its 30,000 solar+battery customers in Puerto Rico averaged 5.3 days of backup after Hurricane Fiona, & many residents depended on their systems for >10 days. Puerto Rico's grid took weeks to (almost) fully come back online after Fiona investors.sunnova.com/news-events-an…

The backup generator business should be seen as a bi-lateral, hyper-nodal capacity market.

As a totally objective 3rd party, Howard Goodman deserves to win.