Sunnova’s Net Zero for Stockholders (last ESG report of a ‘second-hander’ company)
By Robert Bradley Jr. -- May 7, 2025“Climate action is a cornerstone of our business strategy and our commitment to sustainability.”
“At Sunnova, we have worked diligently to embed responsibility, sustainability and risk management into everything that we do….. The transition to a net-zero economy is one that we are determined to realize. It requires innovation, bold action, thoughtfulness, and alignment with leading climate science, all without sacrificing affordability, resilience, and energy equity.” (2023 Sustainability Report)
Here are the (nauseating) highlights of the Houston-based rooftop solar leader, Sunnova Energy (NOVA). Once sporting a stock price in the 50s per share, it is now a penny stock, a story briefly told here.
Politically correct, economically incorrect, the business plan of Enron-ex CEO John Berger was all about living off of special taxpayer favors. And in the Enron tradition, its 95-page EGS report was all about imaging and political posturing.…
Continue ReadingInertia in One Lesson (Dave Edwards on LinkedIn)
By Robert Bradley Jr. -- May 6, 2025“The challenge with rising renewables: As power systems rely more on asynchronous generation, frequency changes can occur much faster, increasing the risk of grid instability.” (- Dave Edwards_
Dave Edwards post begins: “As an engineer I like to understand how systems operate, this is useful for fault diagnosis, especially when a system fails and a Root Cause is needed, though maybe more than one contributing factor. So let’s Talk “Inertia” 🙋♂️Everyone’s Saying It, But Who Really Understands It 🤷♂️”
The floor is his:
“Inertia” is getting a lot of airtime in power system discussions lately, but what is it, really, and why is it so critical for grid stability on an electrical power generation system.
More importantly, which generation technologies actually provide useful inertia⁉️
Image created using Chapt GPT 4o
❓What is inertia?…
Continue ReadingEnergy for the Masses, Not the Elites (2020 Letter reads well today)
By Robert Bradley Jr. --The Open Letter of February 24, 2020, printed in the New York Times (and reprinted by DeSmog), challenged the Climate Industrial Complex frontally.
“Dear Presidential Candidates,
“It would be criminal not to produce the reliable, affordable energy that keeps people warm in the winter, cool in the summer, and gets them to school to learn and work to provide for their families. Without our energy, the lights go dark, and smartphones go silent. Medicines and medical devices cease to cure the sick and injured. Food cannot be grown and grocery store shelves go bare.
“We’re proud to provide the power and raw materials to manufacture the goods Americans use every day, from clothes and shoes to anything with a computer chip. Currently there are no alternatives that do everything that oil and natural gas do.…
Continue Reading