The excellent Financial & Statistical Report from $eix is now out for 2020


Resi kWh +12% due to WFH offset losses in comm/indu
Total kWh +0.9%

The 12% gain in a single year is absolutely stunning in the context of a multi-decade trend line
Rising interest in rooftop solar from $run $nova $spwr is very understandable, but will reverse somewhat
Solar 19.7% of Edison's power mix vs 1.2% in 2010

Rate base $34.7B vs $15.5B in 2010 (+124%)

Yet, resi rates only +17% vs 2010 thanks to cratering natural gas prices

HH $2.04/mmbtu vs $4.52 in 2010
The kicker

Area peak demand of 23,133 MW in 2020 was surpassed in 2017/18 and even in 2007

Managing system reliability due to generation mix shift and loss of SONGS will remain the operational challenge rather than managing the ever increasing loads of the postwar SoCal boom

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More from @mailboxmoney6

8 Apr
$clii EvGO

Let's talk about some assumptions. Please fire back if you see anything you disagree with. I want to test my thinking.

First, credit to EvGO for sharing more granularity than peers $blnk $chpt $snpr
Stock is at $14/sh
263mm basic shares out
$3.7bn market cap

$575mm cash

We'll set aside warrant dilution for the time being to keep things simple
The Co. expects $20mm revenue in 2021 and $(58)mm of EBITDA

The value is based entirely on cash flows from a business that really doesn't exist yet
Read 23 tweets

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