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Lucas Sacerdote🔋
@LucasSacerdote_
Founder of Valora Investment Group LLC. Generalist investor with a preference for energy, manufacturing and hard-assets. $CSIQ $EOSE $LODE Not Financial Advice
加入 August 2023
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I can see this term gaining traction... BYONCE: Bring Your Own New Clean Electricity. Will help with anti data center protestors, and appease democrats... (and actually lower electricity costs as well) Clean electricity seems like a win-win going into midterms, and after them - regardless of outcome.
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Doing data center power right = Bring Your Own New Clean Electricity (BYONCE!): @Google strikes 20 year power purchase agreement for 890 MW of upgraded power output across 11 @ConstellationEG nuclear reactors. That's the equivalent of an entire new large reactor. The long term agreement will support $4.3 billion in investment to update the sites, beginning to add new emissions-free, round-the-clock power to US grids in 2028.
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