Zortix matched this thesis to Lithium & batteries ETFs as the exposure the bearish case argues against, most actionable for readers who already hold them. Not a recommendation.
Solar-plus-storage crushes gas power margins
The guest argued that the proliferation of solar combined with battery storage is fundamentally reducing the pricing power of gas-fired power plants.
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DORMANT · 2 MENTIONS · 1 SHOW
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- Solar-plus-storage crushes gas power margins · THIS IDEA
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HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD