2 Comments

Say it ain't so, Joe.

It seems to me that a so called escalator of 2 % (I guess to cover inflation) is actually a method to get power at a cheaper rate going forward, as inflation generally runs much higher on average.

You say with 2 % yearly increase , the 0.25 cent per kwh would be 0.5 cents in 2012. Industrial rates for power in the US has increased about 7 fold since this CF plant started to present time whereas the 0.25 to .5 increase in only a 2.5 fold increase.

And as to the the risk being engineered out (by a basket of rates 90 % tied to HQ rates), this is a scheme that actually engineers in risks, not engineering out. This is a Alice in Wonderland proposition, full of holes, and mainly ignoring the value of export market prices for electricity.

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It's math.

Basic math.

They are deluded.

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