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clock Created with Sketch. 13/03/21
18:23
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Originally posted by baldynumbers:
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for pumped hydro... cannot see an issue with a full "lease out" of the operation for a fixed return... we miss arbitrage opportunities, but get a partial ownership of a high cost asset with very low (effective) rates of risk.
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The presentations are certainly pointing towards battery storage being their engine for growth. And if they are to do that? Another 50MW setup next to a substation isn't gonna cut it. $1Million a MW could they aim to build at least 500MW in phases the way Neoen has planned.
(20min delay)