Bid Hitter

But what about Joe Flacco?

Was there in 2010. Still have nightmares. Get that man to Virginia Tech pls.

Feels like they should use him as a decoy only for play action or something

And that’s how I know you’re watching CFB!

Curious which one for my next Sunday out?

And hence we get the bama barn dance late night regardless yep yep sounds right. Thank you!

Isn’t Hoover a UA friendly place? Honestly asking for a guy whose dad lives in Tuscaloosa.

Orioles fan born in 1984 after their last. Bought at the top woof.

Candente?

Think they are cross posting here fwiw...

bsky.app/profile/crai...

US NG traders don’t care about extrinsic value bc it doesn’t trade at the phys delivery point, whereas EU traders have liquid options to “monetize” it. In the latter case I guess it might make sense but the only shop I ever worked at that did it lost money lol.

The real LOL for me is that when you look at evolving battery price offers YoY it’s basically $4999 vs $5000. If they had a better understanding of gen stack offer pricing of solar, they’d know the real arb is from massive negative pricing most parts of the year.

Every year that we get headroom in the stack from renewables, ERCOT going to reduce MW procurement requirement for AS and that’s where the current cannibalization occurring.

Yes, def under the majority of fundamental conditions it is v suboptimal bc of empirical price skew conditioned on current gen stack. Agree re: AS - but value of those products rapidly evolving as we get buildout in batteries (and ironically solar), so they have to adapt or die imo.

Right, best way to swag at price would be proper security constrained unit commitment - but that requires stack and knowledge of marginal unit offer price range. These tools poorly understood by most battery developers at the moment.

To some extent the IRR cash flow spreadsheets I’ve seen just sort of assume some number of hours of scarcity based on history, and easier than revenue sharing with a market facing entity that would do something more sophisticated

Cynical answer but imo often true. It’s (much) easier to hard code an offer price instead of actually trying to optimize into current price dynamic properly.

Being paired with Kevin Burkhardt and his 10/10 no notes voice is also a pretty big disadvantage in terms of viewer reception of him as a color commentator

I hope Timothée Chalamet watches the Shane Gillis Bud Light commercial and gets viscerally angry