Tuesday, October 06, 2020 1:44:40 AM
I work in energy and trade, and one bullish note that hit me recently is that solar and wind are unreliable. We still need "fired energy" meaning coal, or gas, or oil, or whatever. I work in solar, and every day the sun goes down. There are hydro solutions; but as a country we are still mainly coal based. What if bio-coal replaced it? Night time energy.
Well the US, replacing coal is a pipe-dream. Maybe EU or Japan. BMSPF have their work cut out for them to find a viable customer. However, in the renewable space, I offer one reason why in a renewable portfolio there might be space for this company's product on large scale. Best~ W
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