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Re: M4dsc1 post# 17224

Saturday, 11/09/2019 12:19:40 PM

Saturday, November 09, 2019 12:19:40 PM

Post# of 61318
Tulare will be more helpful than Triangle. Tulare is wending its way through the CA process, getting biogas supplies lined up and so on so that should be good to go fairly soon and it should be pretty easy to do a sale-leaseback or whatever given the solid PPA. That would be a great source of cash obviously.

Triangle is up and running but not at full capacity so it hasn't met the COD targets yet. They don't have a PPA so a sale-leaseback isn't likely in the current environment. Still, let's hope for a cold winter!!! Not a polar vortex necessarily but a major cold snap in January would be nice. I guess we could also hope for an unplanned outage at Millbrook, but I wouldn't go that far for myself.
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