In short: "Another one, similar circumstance" — a second utility-scale solar yield-co set to win from PPA mark-to-market as gas sets a higher marginal power price with zero fuel cost.
Clearway Energy is a second utility-scale clean-power owner in the same boat as XPLR — "another one, similar circumstance," as Smith puts it.
Same mechanism: it sells solar/renewable power under contracts, its fuel is free, and it re-prices those contracts higher as expensive gas lifts the market price of electricity — margin expansion for no extra capital.
27:41Clearway Energy would be another one, similar circumstance. And so solar assets at the utility scale especially stand to win. Maybe more interestingly as it relates to some of our discussions of the past, residential solar which has been suffering from really the first removal of tax incentives to install residential solar since like the late 70s.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.