Solar
Discussion portrayed solar as increasingly competitive and economically attractive, with near-zero running costs and potential for further cost declines 3. Luke Gromen described combined solar, batteries and EV charging as delivering a possible 15–20% annualised return in his personal experience, while expecting demand for solar-related silver to exceed current expectations 2. Other items highlighted shifting German government priorities around the wind and solar industry 4 and rising US solar exports helping Cuba’s energy situation 5.
From the window to Oct 14, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 bullish
Strongly bullish
- LGLuke GromenStrongly bullish Expects solar plus battery returns of 15-20% annualized, an inflation-hedged bond, and sees demand for silver from solar taking the over. “that's like a 15 to 20% annualized return, maybe more” ▶ 16:14 Does the Administration believe they can inflate… · 8 Oct
1 bullish
Mentions
2 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Anas Alhajji 1 mention
- Luke Gromen 1 mention
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