The price of renewables are coming down, but see this as an advantage. We will essentially be competing with gas and coal at peak hours, which are no-where near as nimble as our phess. To take advantage of the high prices they need to be 'on' (burning money) a lot longer than our >30sec startup. Haven't done the math, but generally speaking it should be our advantage
What is the valuation or The Hoff Kiss of Death, page-5
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