No. 221 March 15, 2024
Hi All!
Below is your weekly dose of a list of things I’m reading, watching, listening to, or thinking about. If this message was forwarded to you, sign up for this newsletter using this link.
Quote I’m Re-Reading
The difference between successful people and very successful people is that very successful people say ‘no’ to almost everything. – Warren Buffett
New Video I Posted
Energy return on investment or EROI is a ratio for describing the amount of energy produced relative to the energy used to create it. EROI is equal to the energy output divided by the energy input. The energy return on investment is a key factor in the price of energy. Sources of energy with cheap inputs will allow the energy price to remain low. EROI is important because if the cost of an energy plant is more than the revenues generated from selling electricity from that plant, that plant is not economically viable. A higher EROI means that producing energy from that energy source is relatively easy and cheap. A smaller ERI means producing energy from that energy source is relatively difficult and expensive.
Book I Read
Mark Greaney’s The Gray Man features Courtland Gentry, a former CIA operative who’s now hired to kill. The story follows Gentry across Europe as he attempts to rescue his handler, Sir Donald Fitzroy and his family held hostage in Normandy, France from Lloyd Hansen, an American attorney and ex-CIA operative now working for LaurentGroup, a multinational French corporation. Lloyd wants Gentry terminated to help finalize a billion-dollar oil deal in Nigeria with the Nigerian president who wants Gentry dead because he killed the president’s brother.
Podcast I Listened To
I jumped into renewable energy podcats listening to Currents and New Project Media episodes including:
Ep229: Declan Flanagan, CEO of Bluestar, discusses renewable investing
Ep231: Insurance Affecting Projects | Part I
Ep232: Insurance Affecting Projects | Part II
Ep233: Plus Power on stand-alone energy storage
Ep234: Fluence President on energy storage projects
Ep236: Cost of Capital: 2024 Outlook
Ep237: DoubleLine Capital making moves into infrastructure
Ep239: Nomura’s Vinod Mukani on the state of the commercial bank market
NPM Interconnections – Episode 83: Allan Marks | Milbank LLP
NPM Interconnections – Episode 84: Mark Gabriel | United Power
NPM Interconnections – Episode 89: Davante Lewis | Louisiana Public Service Commission
Article I Read
The Difference Between Speed and Velocity: Getting Stuff Done is so good. My favorite quote was “If you want to get stuff done, progress matters, not speed.”
