Michelle
@shellativism.bsky.social
Roses are red. Violets are blue. I’m not very creative.
Finance/investments for a US utility. Liverpool fan. Occasional baker. Views and sarcasm are my own.
Finance/investments for a US utility. Liverpool fan. Occasional baker. Views and sarcasm are my own.
My assumption is that these factors are understood in his peer group and that “electrons” has become the shorthand used to describe it. It still sounds wacky to other audiences.
November 20, 2025 at 11:08 AM
My assumption is that these factors are understood in his peer group and that “electrons” has become the shorthand used to describe it. It still sounds wacky to other audiences.
If incremental demand for power from these huge data centers can’t be met by existing resources then growth is slowed by the need to construct new generating resources and/or to expand the grid. Backlogs for new equipment stretch out for years and rehabbing retired nuclear units is not speedy.
November 20, 2025 at 11:08 AM
If incremental demand for power from these huge data centers can’t be met by existing resources then growth is slowed by the need to construct new generating resources and/or to expand the grid. Backlogs for new equipment stretch out for years and rehabbing retired nuclear units is not speedy.
It may be nuance but I interpreted it differently. Hyperscalers can construct data centers rapidly and in increasingly larger footprints. But access to the grid (electrons) can be a constraint on actual growth.
November 20, 2025 at 11:08 AM
It may be nuance but I interpreted it differently. Hyperscalers can construct data centers rapidly and in increasingly larger footprints. But access to the grid (electrons) can be a constraint on actual growth.
Within utility industry the gas traders refer to “molecules” on the regular. This seems a flavor of that - using lingo that signals one thing to a group of industry peers and another to… well… everyone else.
November 19, 2025 at 5:19 PM
Within utility industry the gas traders refer to “molecules” on the regular. This seems a flavor of that - using lingo that signals one thing to a group of industry peers and another to… well… everyone else.
They know but don’t care. They also trust that enough people who hear about it ALSO will not know so it will seem like assistance. Cynical.
November 16, 2025 at 4:52 PM
They know but don’t care. They also trust that enough people who hear about it ALSO will not know so it will seem like assistance. Cynical.
The constant smile. I could not take him seriously even if he was worthy of it.
November 16, 2025 at 4:45 PM
The constant smile. I could not take him seriously even if he was worthy of it.
Duh! It’s just science. /s
November 10, 2025 at 11:32 PM
Duh! It’s just science. /s
Too terse! I expected the word “simply” somewhere.
November 9, 2025 at 2:22 PM
Too terse! I expected the word “simply” somewhere.
Ugh. Sorry you went through that - it sounds awful. Wish hate and division were not the norm. Grateful to you for sharing this and hope there are no lasting scars for you or your family. Happy to have you blueskying with the rest of us again.
November 7, 2025 at 1:26 PM
Ugh. Sorry you went through that - it sounds awful. Wish hate and division were not the norm. Grateful to you for sharing this and hope there are no lasting scars for you or your family. Happy to have you blueskying with the rest of us again.
Sorry Sam! Hope the overall experience was positive even if the result was not.
November 6, 2025 at 11:42 PM
Sorry Sam! Hope the overall experience was positive even if the result was not.
IDK why, but this reminded me of Long Chile…
November 5, 2025 at 2:18 AM
IDK why, but this reminded me of Long Chile…
Finger on the pulse for sure.
October 31, 2025 at 5:52 PM
Finger on the pulse for sure.
If I were a memelord I’d consider one of the “do something” line drawings for Salah
October 25, 2025 at 8:31 PM
If I were a memelord I’d consider one of the “do something” line drawings for Salah