Geo NV

We have people like this in industry- create problems with incompetence or inattention, let them become critical, then demand everyone else recognize and back their herculean efforts to pull things back on track.
It's exhausting, toxic, and unfortunately often successful at earning rewards.

You’re welcome to 100% of the profits I make on the answer. Not playing in a market where there are clearly major counterparties with material non-public info.

What’s the order of magnitude on the size and timing of this compared to the short position? Physical hedging?

Exclusive: Meta planning sweeping layoffs as AI costs mount Meta is planning sweeping layoffs that could affect ​20% or more of the company, three sources familiar with the matter told Reuters, as Meta seeks ‌to offset costly artificial intelligence infrastruc...

Don’t know why reporting on things like this always come together on a Friday, but… Meta is planning large scale job cuts against the backdrop of AI spending / capacity.

Exclusive: Meta planning sweeping layoffs as AI costs mount - www.reuters.com/business/wor...

What’s the order of magnitude on the position?

Full faith and credit rings different during a partial shutdown over debt limit extensions.

If it IS the USG, surely they would have the capacity to spread the position through multiple intermediaries so it doesn’t flag as a single seller? CIA should have been able to teach them that.

A single seller?

What is the size and duration of what got sold?

Lets just say it make me excited about the cost reductions in LFP home batteries, and about not being Ops on-call.

We are so quickly moving from "no way we're putting a RAS on that, we only in-service when we have full N-1 coverage, we have standards" to "We already can't fully model the existing RAS operations. We have no model data to say this additional RAS will make anything worse, let's do it."

1. Looking forward to when tenders specify grid forming inverters rather than just storage capacity and duration.

2. Rows of megapacks and conexes are less visually interesting. BESS integrators should take a hint from airlines and develop unique liveries.

Songbirds aren’t soaring through wind turbines and long lived raptors aren’t getting eaten by house cats.

These are different problems for different birds that have different carrying capacities and reproductive rates.

And bird flu is worse for all of them than any of those causes.

The worst person you know just made a great point face

Active versus passive margins. Passive margins have low terrain wide fluvial valleys that get flooded or marshy with the post-glacial sea level rise. Active margins have more rugged terrain where the uplifted sea terraces are some of the flattest land.

Geology is geography is logistics is destiny

Yes f'real 10 years. Unlike deep sed basins volcanoes are quite anisotropic, in permeability and in temperature. If they're fracking they need no permeability, if it's hydrothermal they need high. And you shouldn't design and procure your plant until you confirm your resource temp.

Isn't the root issue local zoning? Any state solutions for that?

Frankly it’s a dead-easy PR win to add a pollinator mix in as long as precip is enough to support perennials and the cabling is designed to be grazer-compatible. You can collocate apiaries too.

Now do IID!

sheep probably. Robomowers aren't that reliable yet.

Already been waiting 4 weeks for a bog-standard e-file to get processed and returned.

This year is going to be awful for anyone filing late or needing their return money quickly.

I guess more excuse for the tax prep companies to sell their "instant refund" high interest loan services.

And mother

Why would benefits be doubled for overtime hours? It’s not like insurance costs more if you work more hours in a month.

Kessler cascade anyone?

So weird that the invented commodity with no market fundamentals trades with so much uncorrelated volatility.

Much less sunlight is reflected back to space by air pollution, clouds (from a reduction in aerosol cloud interactions and cloud feedbacks from warming), and by decreasing snow and ice cover.

The 4-year average Absorbed Solar Radiation level increased by almost 2 W/m²!

🚨The most important graph in the world has another year of data, and it doesn't look good!🚨

NASA CERES satellites measure how much sunlight Earth absorbs and how much heat is radiated back to space.

The difference is heat accumulation, which has more than tripled!

Naw, the prez can just shake them down for a 10% stake in return for not tariffing their power bills or something.