Strap Cap (@StrapCap) profile picture

Strap Cap

@StrapCap

a little this, a little that

Joined November 2018
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Strap Cap (@StrapCap) profile pictureStrap Cap@StrapCap27 Dec 2023
$KMI is still in the penalty box for all those deals in 2021-22 but $WMB seems to be getting a pass for doing even more unnecessary M&A?
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$KMI is still in the penalty box for all those deals in 2021-22 but $WMB seems to be getting a pass for doing even more unnecessary M&A?
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whoops...
Strap Cap (@StrapCap) profile pictureStrap Cap@StrapCap1 Sep 2023
We’re prob close to the bottom in US offshore wind sentiment (outside of Virginia)… As long as Kathy Hochul, Phil Murphy, Maura Healey, etc are around these northeast projects are all still going to get built and new procurements are still happening offshorewind.biz/2023/08/31/…
Massachusetts Opens Its Largest-Ever Offshore Wind Solicitation, Plans to Procure 3.6 GW of New...

Massachusetts Opens Its Largest-Ever Offshore Wind Solicitation, Plans to Procure 3.6 GW of New...

Massachusetts has opened its fourth offshore wind solicitation which seeks to procure 3.6 GW of new generation capacity and makes this the state’s largest solicitation of this kind to date. Develop...

offshorewind.biz
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Market finally wising up…
Strap Cap (@StrapCap) profile pictureStrap Cap@StrapCap9 May 2023
interesting display of market cognitive dissonance btw $AES and $NEE / $NEP yesterday...
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We’re prob close to the bottom in US offshore wind sentiment (outside of Virginia)… As long as Kathy Hochul, Phil Murphy, Maura Healey, etc are around these northeast projects are all still going to get built and new procurements are still happening offshorewind.biz/2023/08/31/…
Massachusetts Opens Its Largest-Ever Offshore Wind Solicitation, Plans to Procure 3.6 GW of New...

Massachusetts Opens Its Largest-Ever Offshore Wind Solicitation, Plans to Procure 3.6 GW of New...

Massachusetts has opened its fourth offshore wind solicitation which seeks to procure 3.6 GW of new generation capacity and makes this the state’s largest solicitation of this kind to date. Develop...

offshorewind.biz
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bloomberg.com/news/articles/…
States Beg Biden to Bolster Offshore Wind While Projects Flounder

States Beg Biden to Bolster Offshore Wind While Projects Flounder

Six US governors have implored President Joe Biden to boost support for the fledgling offshore wind industry amid growing concerns that surging costs imperil multi-billion dollar projects planned for...

bloomberg.com
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$ENB — this is how “ESG risk” manifests itself
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Initial thought is this is a bad deal for $OKE IMHO: - loses its relative ESG crown within C-Corp midstream - solves problem market wasn’t focused on (cash taxes) - issuing equity, levering b/s and delaying capital return in order to complicate the story with lower growth assets
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interesting display of market cognitive dissonance btw $AES and $NEE / $NEP yesterday...
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SPOKE IT INTO EXISTENCE
Joel Embiid (@JoelEmbiid) profile pictureJoel Embiid
@JoelEmbiid19 Aug 2014
MVP rankings in a couple years
Image from Joel Embiid (@JoelEmbiid)
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$wtrg top performing utility stock of the day…solid work @sprucepointcap
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$SWX no bueno, tho not sure why anyone expected anything better at this point…Uncle Carl will not be putting this campaign in his memoir…
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...bullish BX infra $TRGP takeout?!?
Pythia Cap: Partially Conductive (@PythiaR) profile picturePythia Cap: Partially Conductive
@PythiaR24 Aug 2020
Can we just for a minute talk about how $BX sold 50% of an asset it already owned to itself, on which it will crystallize performance fees, but the asset is an LP that pays IDR's to Cheniere as GP, so $BX (and $BAM) LP's are paying 2 sets of fees to own this asset.
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The only takeaway from Al's 5 minute meandering answer on hurdle rates is that $ENB does not have any
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Well now we know why $FE has been trading so badly the last few weeks and months ...
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The writing was on the wall for ACP after the KXL NWP12 ruling ... with this + a potentially bad NC rate case $DUK probably will need to issue more equity ... $D now basically pure utility without gas midstream is a different story ...
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67 years old ... no utility experience ... hmm ...
Sergio Chapa (@SergioChapa) profile pictureSergio Chapa@SergioChapa30 Jun 2020
Look Who's Back: Ex-Halliburton CEO Dave Lesar is now CEO of Centerpoint Energy. bit.ly/3il0xtF #Houston
Image from Sergio Chapa (@SergioChapa)
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Some companies are doing all they can to improve their ESG score ... the folks at $ENB have taken the opposite stance
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Nothing to see here...
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“The cure for low prices is...”
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