SaintEB

You guys should watch the LPSC B&E tomorrow. There is a group looking to reopen the Meta deal with Entergy because apparently Meta sold 80% of the rights to the data center after the commission approved it. Basically, Meta can jump ship after 4 years and leave the data center expenses, including the Entergy contribution in aid. Sorry I don’t have a link but the article was in the Wall Street Journal.

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Depreciation is actually taken over 30 years, not 15 years. Without PPA disclosures, it is difficult to determine capacity and energy recoveries through rates.

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This is an important point. If META is giving Entergy 15 years worth of build and maintenance cost, once that is over, the useful life of the plants being build will be covered by consumers. Guess what happens as unit age? They become increasingly costly to maintain. This is an oversight by the PSC and other governing bodies.

There is alot to unpack in that Bloomberg article.

Firstly, they are focusing on LMP (Localized Marginal Pricing) which is just an energy charge, basically, mega watt hours being used. This is largely driven by natural gas and coal pricing (basically generation fuel costs).

Wholesale electricity comes in 3 parts, energy (mwh), capacity (the amount of generation needed in each area), and transmission (socialized cost of grid maintenance and upgrades). Energy and Capacity is paid by the offtaker and passed on to the customer. The only socialized cost is the transmission.

Capacity is the larger problem right now. Capacity charges have increased by a factor north of 60%. Data centers and large industrial projects are creating a demand issue. MISO South, today, is projected to be gigawatts short by 2031. This is why they created the ERAS program, to fast track generation project studies and approvals. They are sitting on a 7 year queue for generation interconnection studies. This demand is hitting fast, and it isn't just MISO.

Where Virginia has all of these data centers, is where the United States' two major internet hubs exist. This is why data centers are there. This MISO equivalent there is PJM, that areas regional transmission organization (RTO).

We are trying to learn lessons from them. Energy companies are pushing to have these large data center "hyperscalers" provide their own generation. This is a slow movement as the building of natural gas plants are long, drawn out processes and hyperscalers (META, AWS, Google...etc) want it now and can pay for it.

We can learn from early adopters and not make the same energy mistakes.

As for Louisiana, Entergy is building plants and doing transmission upgrades to accommodate the data centers. With the building of these plants and some small scale solar and storage projects, this will alleviate the capacity constraints that were being predicted. The capacity market is projected to level off by 2029/2030. Large increases in capacity costs that were seen as recent as this year are not expected to be seen like this again (in MISO South at least).

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Spoilers













The President and First Lady committing massive fraud, money laundering and murder for hire and the resolution is basically a footnote at the end of the episode showing the president pardoned himself and signed a media deal?? The frick kind of resolution is that

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I get this and I do somewhat agree.

With that said, after bingeing it this weekend, I enjoyed the season. Its right there with what I like. Its quickly paced, the characters are likeable (even the antagonists), and I don't get too caught up in realism or plot holes. I just watch it for what it is and I am entertained by it.

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Sounds like the entire Mar-A-Lago property and golf course needs a security overhaul. How'd this nerd breach the perimeter?

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I was in Boca Raton a couple of weeks ago. Went by Mar-A-Lago. When he isn't there, you can get right up to the perimeter. Parts of the wall look only about 4 or 5 feet tall, but the front perimeter isn't tall at all. There are security towers everywhere, but could be easily jumped. I did not imagine you would get too far. When he is there, security is much tighter and there are check points at the entrances to the island.

What’s a dick pill? Asking for myself, not a friend.

If you absolutely need 4TB, just get one of these:


Newegg 4TB SSD

And one of these or similar:

Newegg SSD Enclosure

Will be faster than that BB one and half the price.

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Modern Warfare clan....


Croaka
Penn
Pappagiorgio
Black
Lewdawg
Rondozombie
Toula
Meezy
DonRandomnumbers

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frick all these scrubs. My name should have been in there, at least instead of Pappagiorgio....


In all seriousness, played BlackOps 6 with Croacka about 2 times when it released and never saw him again.

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I love that we're trying to get back in the 2026 draft after Joe gave away 2 lottery picks in that draft for some bullshite return.

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It can be done!!

Just call the Movie/TV Board, We Hate Everything Even Thought It Has Not Come Out Yet Board......that may be too long, but still.

He'll need to work out. He looked a bit soft in The Abandons.

But overall, should be a good casting.