27% of APR energy's ($ATCO) mobile gas and diesel generator fleet was off contract at the end of Q2. This power crisis is the goldilocks scenario for APR's business. If they don't have the whole fleet contracted at enormous margins shortly something is seriously wrong. 
https://twitter.com/AllVentured/status/1445419765007224841
If APR unit revenue was $198M in 2020 at 69% utilization, that means at 95% utilization it would be close to $275m at the same rates. Even if they don't get a premium for this environment, the higher utilization still adds $.31 per share to net income annually.
Average remaining contract length at the end of Q2 was 1.6 years which means that mobile generators are constantly coming off contract. If they are sold out, it would mean that these would fetch much higher rates as they come off contract.
A fully deployed APR fleet could easily add $.10 per Q to $ATCO EPS and validate the APR business. Not only the largest boxship lessor but also the largest (very profitable) mobile power generation business? This could get interesting.
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