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26.08.26 - 14:18
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Why Data Centers Favor On-Site Gas Power (ZeroHedge)
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Why Data Centers Favor On-Site Gas Power
Most data center developers opting for on-site gas power say that they see it as a “bridge” solution until a grid connection is secured. Yet economics may favor keeping those assets running even after grid power becomes available.
A recent BloombergNEF analysis shows the marginal cost of operating an on-site gas plant may be below industrial electricity tariffs, making continued generation from on-site assets the cheaper option in many cases.
Marginal generation costs depend on fuel prices and variable operating expenses. BloombergNEF modeled the marginal cost of operating engines, turbines and fuel cells at a mid-scenario gas price of $3.97 per million British thermal units. Gas engines, such as ones manufactured by Wartsila and INNIO, have the highest marginal cost, at $43.2 per megawatt-hour (MWh). Fuel cells, most prominently procured from Bloom Energy, are the cheapest to continue running, at $21.5/MWh, benefiting from high thermal effici...
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21.08.26 - 18:45
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Situational Flipping: Citadel Has Dumped Almost All Of The Stocks It Acquired From Leopold Aschenbrenner (ZeroHedge)
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Situational Flipping: Citadel Has Dumped Almost All Of The Stocks It Acquired From Leopold Aschenbrenner
After the market learned in late July that Leopold Aschenbrenner's Situational Awareness hedge fund had blown up under too much Total Return Swap and option leverage (as we had warned a month earlier would happen), the next big question facing investors was: how long would Citadel keep the positions it bought from Leopold (at a huge market and transactional discount - recall Citadel only agreed to purchase the public book at a 10% discount off what was already a badly beaten down price), and would Ken Griffen prove to be as firm a believer in the AI theme as the prior, 24-some year old owner of stocks such as Bloom Energy, Sandisk, Micron, Taiwan Semi and Nebius.
We got the answer from Griffin himself earlier today when the Citadel CEO said in a letter to investors that Citadel has sold most, or more than 80%, of the portfolio it took on from buying the majority of Situational Awareness's...
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14.08.26 - 15:48
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ANLEIHEN-Woche #KW33 – 2026: PANDION, Photon Energy, Homann Holzw., Energiekontor, PNE, EverYield, Multitude, Singulus, Eleving, Score Capital, Formycon, LAIQON, ABO Energy, BENO, … (Anleihen-Finder)
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Angespannte Lage am KMU-Anleihemarkt Die PANDION AG hat zu Beginn der Kalenderwoche 33 einen Insolvenzantrag in Eigenverwaltung gestellt. Hintergrund ist die angespannte Liquiditätssituation der Gesellschaft […]
Der Beitrag ANLEIHEN-Woche #KW33 – 2026: PANDION, Photon Energy, Homann Holzw., Energiekontor, PNE, EverYield, Multitude, Singulus, Eleving, Score Capital, Formycon, LAIQON, ABO Energy, BENO, … erschien zuerst auf Anleihen-Finder.de....
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13.08.26 - 00:18
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Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers on Wednesday (24/7 Wall St.)
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AI infrastructure names are leading the market higher on Wednesday, with a trio of catalysts reigniting the trade around GPU compute and onsite power. Nebius Group (NASDAQ:NBIS) is up roughly 34% after its Q2 earnings report, CoreWeave (NASDAQ:CRWV) is following through about 19% higher, and Bloom Energy (NYSE:BE) is up roughly 12% on a fresh ... Nebius, CoreWeave, and Bloom Energy Lead AI Stock Gainers on Wednesday...
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04.08.26 - 16:01
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Sono Motors ist insolvent und steht zum Verkauf (Electrive)
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Die Sono Motors GmbH hat ihr operatives Geschäft zum 31. Juli eingestellt und ein Insolvenzverfahren eröffnet. Damit endet nach zehn Jahren die Geschichte des Münchner Unternehmens, das mit dem Solarauto Sion einst weltweit für Schlagzeilen sorgte. Zum Verkauf stehen nun die Marke Sono Solar, das gesamte geistige Eigentum sowie die Leistungselektronik....
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03.08.26 - 11:15
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Sono Motors meldet Insolvenz an (SolarServer)
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Die Sono Motors stellt ihre Geschäftstätigkeit ein und beantragt Insolvenz. Das B2B-Geschäft mit solaren Fahrzeuglösungen war letztendlich wirtschaftlich nicht tragfähig. Foto: Birgit Reitz-Hofmann / stock.adobe.com...
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