Finance

This channel covers investment, capital markets, and financial mechanisms in energy transition and climate sectors. Content includes clean energy and climate tech venture capital, project finance structures, mergers and acquisitions, carbon credit trading, and green bonds. Coverage examines tax equity financing, power purchase agreements, asset valuation, transition risk analysis, and capital flows shaping energy and climate investment.

4 posts
Finance
Paid

The Fate of Nations Is Squared: Where capacity to generate, not capacity to compute, determines destiny

Professional Tier | Series: THE GREAT OVERLOAD (Part 7 of 8) Executive Summary Across six nations, the AI race collides with a deeper constraint: chips scale ideas, but grids scale reality. The United States holds unmatched semiconductor power yet faces a paralyzed transmission network. China, under embargo, surges ahead through ultra-high-voltage

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18 Min
By: Alex Yang Liu
Members

The Hidden Tax: How Society Subsidizes AI's Energy Appetite on Your Power Bill

Public Access (Free Member) | Series: THE GREAT OVERLOAD (Part 1 of 8) Executive Summary A hidden "compute tax" is emerging on household utility bills, as the public subsidizes the immense infrastructure costs of the AI revolution. While tech companies pay for the electricity they consume, the public bears

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15 Min
By: Alex Yang Liu
featured

The Desert Solar Playbook: Why 185 Projects Failed and 27 Delivered 15%+ IRRs

Executive Tier | Series: THE DESERT DIVIDEND (Part 6 of 6) Executive Summary Between 2019 and 2024, the U.S. utility-scale solar industry experienced both unprecedented growth and massive project failures. Of 212 tracked projects exceeding 50MW in the Southwest desert regions, only 31 achieved commercial operation—a 14.6% success

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37 Min
By: Alex Yang Liu
featured

Ecological Arbitrage: The Three Numbers Leading Investors Use to Rerate Desert Solar

Professional Tier | Series: THE DESERT DIVIDEND (Part 2 of 6) Executive Summary Solar in deserts extends beyond cheap land and abundant sun. Field operations reveal dynamics that standard financial models rarely capture. Three numbers reshape the economics: 3–6 years for ecological recovery, 10–15% O&M savings from

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8 Min
By: Alex Yang Liu

Showing 12 of 4 total posts

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