In case you’ve been looking for us on social media, The Sunion posts exclusively on BlueSky. @thesunion.com.
New SI Energy Unit the “Thiel” to Represent Zero MWh
EPC Budget Contingency Line Unceremoniously Added to Forecasted Solar Project Margin
Lender Increases DSCR In Term Sheet After Seeing Coinbase Tab Open During Would-be Borrower’s Screenshare
New DOE Sankey Diagram: Equity / Bro / Grift / Crypto / Porn / Solar / Data / Energy System Approaching Total Closure, Self-Sufficiency
In a synthetic discovery broadly compared to the work of Galloway and Leach, NREL investigators tracing energy and capital flows between renewable energy systems, those systems’ project finance assumptions via primary-contracted-offtakers, the primary clients of those offtakers, and, in turn, the primary consumers of those offtakers, have discovered a previously uncharacterized, enclosed, and self-sustaining sunlight-to electricity-to-money-to bros-to-data-to-grift/crypto-to-porn-to-bros-to money-to light-to-electricity ecosystem that is nearly self sustaining without external reference or input and which may soon overtake photosynthesis and geotechnical processes in terms of overall magnitude of energy transfer in Earth’s biosphere.
Unclear Why Finance Guy Just Air-Quoted “Degradation”
The Sunion to SPAC for Estimated $644M
Bookrunners cited the company’s “unmatched operational track record” and “strong pipeline of early-stage projects”, while acknowledging that a public markets IPO did close off many attractive opportunities for near-term wholesale value destruction by WoodMac.
Developer With 25% Corp Discount Rate Retains Project With 7% WACC, Carries On With Life Believing They Are Rational Human
LBNL: Solar in PJM Queue Adequate to Create Dyson Sphere Englobing Sun By 2026
Job Description for “Solar Installer” Position Seems To Indicate The Last Guy Was Shanghaied After Being Mistakenly Locked In Shipping Container
Overserved ISO Leans On Bar, Asks Battery “So…What Other Ancillary Services Do You Offer?”
“This Time It’s Different,” Says ‘Climatetech VC’ Who Was Doing Whippets At Choate While ‘Cleantech’ Era Obliterated ~$250B of Institutional Capital in 2000’s
Opinions From the Street - Direct Pay
“It’s the worst thing I’ve ever heard of in my entire life. That is, unless we can write the law in such a way that it’s breathtakingly arcane, convoluted, and rife with subjective interpretation of vague concepts….in which case I’d be totally stoked to the max. Oh, it is? Great. Wow. That’s so exciting for me. And here I thought the jig was up. [chuckling] [shaking head]. What a time to be alive.”
Guy Who Just Googled “Reactive Power” Now Condescendingly Explaining It To You
Qbotix Robot to Star in Remake of Wall-E Where Robot is Just Also Trash
“Backcast” Suggests Had You Used This Battery Optimization Algorithm For Last Five Years You'd Currently Be The Princess of Monaco
On Joe Rogan’s Advice, Aaron Rodgers Passes On Solar For Massive Southern-Sloping SoCal Roof, Goes With Pellet-stove/Electrolyzer Combo Instead
Endangered Shrike Willing to “Work Things Out” for 6% of Project Equity
Developer Just Starting 800MW Project In Permian Basin Characterizes Subsurface Mineral Rights As "Pinhole Risk"
"A Timeless Classic": Developers Applaud 10th Anniversary Re-Release of Ventyx 2011 Merchant Curves
The Top 3 Reasons You’re Not At COP26
Follow the Sunion on BlueSky: @thesunion.com
Copyright 2025: the owners of thesunion.com or, if authored by others, the author. All rights reserved