129 - Energy Risk Management made Simple for Insiders
Insider's Guide to Energy
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Optimism in the Energy Market
Aaron Carroll: I've looked at batteries in the past, energy arbitrage just isn't a very big component of the value. And so do we actually have hope here? You talked about diversification. If I think about a diverse portfolio of basis risk, it's all going bad,. All for the same reasons all over the country. It remains to be seen how this plays out. But generally, the market has consensus that ancillary services prices are going to tank within the next five years because of battery deployment.
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