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Transcript

BondCast S5 E3 - Shadow of the Vampire

Three Big Details of the revamped 1969 deal to curl your hair
  1. NL Hydro has agreed to sell recaptured electricity from Churchill Falls not used in NL to Hydro-Quebec thereby recreating another key feature of the 1969 contract.

  2. This really is a fixed price contract with made-up escalators that actually don’t escalate anything.

  3. If Gull Island goes ahead but runs into trouble, the lenders could wind up with the assets (just like a defaulted mortgage). So what happens if Hydro-Quebec is the lender?

And for a bonus, a little episode during the debate that shows just how much the whole thing was a sham.

I’ll be doing a livestream on Substack or X/Twitter sometime in the next week. Send me your questions about this project and I’ll do my best to give you simple answers. There’ll also be a chance to pose questions or be part of the conversation.

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