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So what's going in Hawaii for HEI investors?
Not good news for investors
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Disappointing news for the offshore wind sector this week
My optimism has been thwarted by Orsteds special call
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prashantkhorana
Remarkable how little land is needed for co-located solar+storage in some cases
Great picture here. Limited land needed for co-located facility: The impact on ELCC or reliable capacity associated with solar +storage facilities is…
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prashantkhorana
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Hawaii Electric Company update
Here’s the update in full: HEI Investor Update Hawaiian Electric Industries (“HEI”) and Hawaiian Electric Company (“Hawaiian Electric”) are providing…
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prashantkhorana
Orsted and TPI earnings notes
Nothing too new in Orsted earnings call lately. The floor price for offshore wind PPAs might land at around 65-70$/MWh after the adjustments. Further…
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prashantkhorana
AEP Authorised ROE gaps
One common theme we’re noticing lately, is the sale of de-regulated businesses in the US for regulated ROE assets. However, the above shows that…
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prashantkhorana
Earnings call notes from RWE, AQN, Vestas, Maxeon
RWE: PPA pricing environment is improving in Germany: On your second question, I mean, I think there are different elements in it. I think the first one…
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prashantkhorana
Iberdola (AG/IBDRY), Atlantic Yield (AY), Canadian Solar (CSIQ)
Some recent earnings snippers. Iberdola comments on curtailment and value of pumped hydro in Iberia: So the first thing is has -- the answer to the…
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prashantkhorana
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