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re: Lisa Murkowski Suddenly Realizes She Got Played on Trump Budget Bill

Posted on 8/10/25 at 11:41 am to
Posted by billjamin
Houston
Member since Jun 2019
16742 posts
Posted on 8/10/25 at 11:41 am to
quote:

Then I’ll do the work.

That’s not work. You don’t even know how to ask google the right questions.
This post was edited on 8/10/25 at 11:45 am
Posted by Penrod
Member since Jan 2011
52346 posts
Posted on 8/10/25 at 1:28 pm to
quote:

That’s not work. You don’t even know how to ask google the right questions.

Well, you said you were lazy. I guess this proves it.
Posted by billjamin
Houston
Member since Jun 2019
16742 posts
Posted on 8/10/25 at 1:35 pm to
quote:

Well, you said you were lazy. I guess this proves it.

I said it’s been a busy summer and I don’t have the energy to play professor Billjamin today. I’ve already put enough info ITT to steer you in a better direction than you’re currently in. You just don’t understand this well enough to put that info to good use. And I’m content to let you remain ignorant because you wouldn’t listen anyway.
This post was edited on 8/10/25 at 1:36 pm
Posted by Penrod
Member since Jan 2011
52346 posts
Posted on 8/10/25 at 2:57 pm to
Three posts, all contentless ad hominem attacks. Pitiful!
Posted by billjamin
Houston
Member since Jun 2019
16742 posts
Posted on 8/10/25 at 3:07 pm to
quote:

Three posts, all contentless ad hominem attacks. Pitiful!

Go back and address my previous points. Then we can move forward.
Posted by Penrod
Member since Jan 2011
52346 posts
Posted on 8/10/25 at 3:18 pm to
quote:

Go back and address my previous points. Then we can move forward.

What previous points? There have been three posts and none have any content.
Posted by billjamin
Houston
Member since Jun 2019
16742 posts
Posted on 8/10/25 at 3:19 pm to
quote:

What previous points? There have been three posts and none have any content.

The ones I posted earlier ITT.
Posted by loogaroo
Welsh
Member since Dec 2005
39754 posts
Posted on 8/10/25 at 3:21 pm to
quote:

The bigger question, why is a senator from a state so dependent on oil, pushing renewables. Ya think there might be a wee bit of money being tossed her way?


100%
Posted by billjamin
Houston
Member since Jun 2019
16742 posts
Posted on 8/10/25 at 3:29 pm to
quote:

100%

She’s not pissed that they got rid of them. She’s pissed because they broke a deal she had to let the current planned projects go through. She’s smart enough to understand what that’s going to do to investment across the energy sector.
Posted by loogaroo
Welsh
Member since Dec 2005
39754 posts
Posted on 8/10/25 at 3:41 pm to
quote:

She’s smart enough to understand what that’s going to do to investment across the energy sector.


What's it going to do in AK?
Posted by billjamin
Houston
Member since Jun 2019
16742 posts
Posted on 8/10/25 at 3:47 pm to
quote:

What's it going to do in AK?

Cancelled projects. Delayed interconnection. Higher energy prices. All the major project financiers have frozen payments for projects while they reevaluate the economics. That’s workers sitting at home idle, money not earning a return. All at a time we need more power coming online to support data centers.
This post was edited on 8/10/25 at 4:05 pm
Posted by loogaroo
Welsh
Member since Dec 2005
39754 posts
Posted on 8/10/25 at 4:34 pm to
Nuclear, natural gas and coal. Problem solved.
Posted by billjamin
Houston
Member since Jun 2019
16742 posts
Posted on 8/10/25 at 4:41 pm to
You’re missing the point. Who’s going to pay for any of that? The same people they just pissed off with all this?
Posted by Penrod
Member since Jan 2011
52346 posts
Posted on 8/10/25 at 7:31 pm to
quote:

Not sure why nuclear would need subsidies
because it costs a frick ton

It would be relatively cheap if not for the absurd government regulations. When small scale nuclear technology matures it will not require nearly the level of regulation because the reactors will be inherently “safe”. I think it has a good future, and either small nuclear reactors or solar with adequate batteries will eventually drive our grid - maybe both. But for the next 20 or 30 years it will be hydrocarbons.
Posted by Penrod
Member since Jan 2011
52346 posts
Posted on 8/10/25 at 7:38 pm to
quote:

The ones I posted earlier ITT.

I read ITT earlier and could not figure out WTF you meant. Just now it jumped out at me - “in this thread.” My excuse is jet-lag. I flew through six time zones yesterday.

I saw no points you made in this thread that I didn’t address. The main point of contention is you claiming military expenses as subsidizing oil and gas, which is ridiculous, and I addressed that earlier ITT. We keep major trading lanes open regardless if oil and gas are being shipped through them.
Posted by billjamin
Houston
Member since Jun 2019
16742 posts
Posted on 8/10/25 at 7:46 pm to
quote:

I saw no points you made in this thread that I didn’t address. The main point of contention is you claiming military expenses as subsidizing oil and gas, which is ridiculous, and I addressed that earlier ITT. We keep major trading lanes open regardless if oil and gas are being shipped through them.

Just because you don’t want to believe it doesn’t mean it doesn’t exist. And feel free to put whatever dollar value you want on eminent domain. It’s incalculable.
Posted by billjamin
Houston
Member since Jun 2019
16742 posts
Posted on 8/10/25 at 7:48 pm to
quote:

It would be relatively cheap if not for the absurd government regulations.

No it would not. You should really look at a financial model for each of your favorite generation types to get a sense of what’s involved. Nuclear O&M is high as frick. And the capital commitment is monstrous. The regulator bogie man is the first way I know someone has zero clue what they’re talking about.
Posted by Penrod
Member since Jan 2011
52346 posts
Posted on 8/10/25 at 8:02 pm to
quote:

No it would not. You should really look at a financial model for each of your favorite generation types to get a sense of what’s involved. Nuclear O&M is high as frick. And the capital commitment is monstrous. The regulator bogie man is the first way I know someone has zero clue what they’re talking about.

The reason O&M is so damn high is because of the regulations. My best friend is a PM for Entergy and worked several years in nuclear. He had to escape because the regulations were so stifling. He works in transmission now and thinks it’s a dream. But transmission is hell on earth compared to working oil and gas projects, which I promise I have more experience in than you do. He is in a high regulation environment with a stifling bureaucracy compared to oil and gas, yet it is a dream compared to nuclear.

I haven’t looked at the financial model for EACH generation type, but companies I own in partnerships have developed and sold utility scale solar, developed and sold CO2 sequestration reservoirs, performed O&M on onshore wind turbines, and designed and built oil and gas production facilities all over the world. I have had Board level control of all of that. I’m at least a little north of “zero clue”.
Posted by billjamin
Houston
Member since Jun 2019
16742 posts
Posted on 8/10/25 at 8:08 pm to
You’re pretty clueless for someone who allegedly has so much experience. Sounds like you’re a PE bro which would make sense because all those guys have an inflated sense of their own understanding of the industries they destroy.
This post was edited on 8/10/25 at 8:15 pm
Posted by Penrod
Member since Jan 2011
52346 posts
Posted on 8/10/25 at 8:17 pm to
quote:

Sounds like your a PE bro

You are = you’re. And no, I’m not P.E.

I sat across the table from private equity groups about a dozen and a half times, and I’m interviewing some now to decide with whom to invest. My experience with them does not jibe with your Hollywood take. I find them to be among the sharpest folks I’ve ever known. They taught me different ways of understanding businesses that I had decades of experience running. I have mad respect for those guys.

I have met a few who seemed sleazy, but they were the minority.
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