Crusoe currently building a 1.2 GW project in the US as per the recent interview linked on these KPO threads.
an interview in which the Crusoe co founder states that gas with carbon capture is the BEST and MOST widely available and cheaper than renewables plus battery.
he states Crusoe has purchased gas turbines in advance and has basically secret sources of supply.
i wonder would Crusoe even be interested in paying any 14,000,000 CAD security deposit per 100 MW.
they wouldn't do 100 MW.
would they just go big in the billions of CAD to fully develop one project behind the meter.
for 1 GW, the security deposit would be 140,000,000 CAD.
with only 1.2 GW available in Alberta phase 1 allocations, Crusoe can now go ahead and fully commit to at least one KDP project and be assured that they are first hyper scale mover in the region, ready to lock in all the customers and demand.
just a matter of structuring a deal.
finance.
buy out Kalina.
buy KDP projects and leave KPO as advisors.
JV.
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