Re:Tesla strikes another mammoth energy storage deal in Cali...
by 3pt14159 on Wednesday July 04, 2018 @10:48AM
(#17457538)
I'm trying to think of how to make money on this. It seems like both industries (storage and solar) are going to be highly competitive even if they're the future. There's no natural monopoly. The most straightforward bet would be to short oil stocks or maybe petrol stations, since electrification will lead to their downfall as system effects work in reverse. Or maybe the key is to find industries with natural monopolies held back by electricity costs.
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Re:Tesla strikes another mammoth energy storage deal in Cali...
by XorNot on Wednesday July 04, 2018 @10:52AM
(#17457562)
Grid service storage is different to generation though. It would make more sense to short anyone selling grid scale flywheels since that's the market they're going to eat.
Re:Tesla strikes another mammoth energy storage deal in Cali...
by pstuart on Wednesday July 04, 2018 @01:01PM
(#17458257)
Pity. I was rooting for flywheels to have a place at the table.
Re:Tesla strikes another mammoth energy storage deal in Cali...
by toomuchtodo on Wednesday July 04, 2018 @12:41PM
(#17458155)
Short coal and natural gas generators, and their equipment manufacturers.
Re:Tesla strikes another mammoth energy storage deal in Cali...
by njarboe on Wednesday July 04, 2018 @01:33PM
(#17458443)
Maybe too late on this trend. A short on GE last year would have turned out well.
Re:Tesla strikes another mammoth energy storage deal in Cali...
by toomuchtodo on Wednesday July 04, 2018 @02:35PM
(#17458776)
There’s still time to short energy firms who own coal and natural gas generation fleets.