The Rules of Investing · Four megatrends you need to know about (and how to play them)
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Build on-site solar, battery and gas generation plants on customer premises for data centers and heavy industry, selling long-term take-or-pay power contracts
“‘When wind and solar have reached a saturation point, the next best thing is a gas plant… gas plants are affected by cost of gas and carbon, which leads prices up.’”
“‘Because the most expensive generating facility sets the power price, that’s usually a gas plant, so it keeps prices on the high side.’”
“If you realign military so that you're not building long-range capacities that need air power, which are very greenhouse gas intensive to move, then you can reduce operational emissions.”
“We need to get much more efficient at delivering the power networks… moving to 800 volt DC data center… eliminate so many conversion steps”
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