@critfrontiervc
Pinned post
I’d caveat a bit on what I sad here: there IS willingness to pay a green premium when green = speed.View quoted post on X
For @ArborEnergyCo, emissions-free power means faster permitting and water positivity and zero particulates means social license to operate. Customers will pay for that speed today.
And that early advantage helps us jump down the manufacturing curve until clean firm power can compete on price alone.
@LHEnergyInst I just finished up 3 days in DC talking to everyone I could about permitting reform. Senate seems very close to finalizing language. It's a comprehensive bill that ensures the US can meet the needs of a 21st-century energy system while protecting air, water, lands & wildlife.View quoted post on X
3/3
Data centers have been turning to Chinese 100 MVA+ transformers to cut lead times and the U.S. shortage was already ~15% on power transformers.View quoted post on X
We have significant HV capacity coming on line at Resolute Grid.
We are signing capacity reservations now.
pv-magazine-usa.com/2026/09/02/u-s…
View quoted post on X
