Re:'Wind theft': The mysterious effect plaguing wind farms
by vlovich123 on Wednesday June 04, 2025 @03:51PM
(#44184787)
The challenge is that your neighbor building a wind farm next to you changes your profitability. That uncertainty isn't priced in. I think you're really assuming someone here is saying "stop building wind farms" vs "this is a problem investors in the space will need to account for as this scales up more"
Re:'Wind theft': The mysterious effect plaguing wind farms
by Dylan16807 on Wednesday June 04, 2025 @04:23PM
(#44185076)
I don't disagree with your description of the problem in this comment. But the OP was perfectly fine if it's just something "to account for" on the scale of 3%.
Your strong dismissal of OP, and talking about how it "could be the entire profit margin", made it sound a lot more serious than it is, and that's why I disagreed with how you were commenting earlier and posted a counterargument.
Other things can go right or wrong and change the numbers by a couple percent. That risk is pretty normal. It's not something wild.
And any farm that's already running or even half-built is still going to be finished and maintained and make as much power as it can. Once you already spent a big percent of the budget you're not getting it back, and the ROI on the remaining spending is very high.