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swraith

Certifiably Surly
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Everything posted by swraith

  1. Will there be any lawn left to mow with this kind of heat in TX? My lawn has already said fuck off. Shriveled blades of grass going brown. I just want to keep my trees alive at this point.
  2. As others have indicated, natural gas has driven a huge part of the increase in power costs in the state of TX. Note also that power for summer (July-Aug 2022) has also skyrocketed on concerns about pricing volatility in ERCOT related to grid stability. In fact, some retail providers have stopped taking new enrollments until summer has ended due to risk management concerns.
  3. Austin Energy rates are up for review. https://austinenergy.com/ae/rates/2022-base-rate-review/2022-base-rate-recommendations Thankfully the proposal indicates AE rates will go up far less than natural gas has increased. Usage is the other big driver of people's electric bills. With the heat arriving early in TX this year, electric bills will be higher purely based on higher consumption.
  4. Up only 52%. I must be surly poor.
  5. It’s going to be a rough spring/summer for central plains (including TX).
  6. Having driven from Austin to Colorado and back for Spring, all of west Texas looks ready to burn this spring.
  7. I'm not a huge fan of forcing the technology. I also don't mind the DUI industry being impaired by this.
  8. Natural Gas is a stomach-churning market. Its inherent volatility has always been brutal due to the way winter storage works. The only thing crazier is the inherent volatility in the power markets (which up until very recently had virtually zero storage to accommodate demand shifts) which makes natural gas looks like a blue-chip stock. Anyways, Henry Hub rallied hard in September. Now it is falling hard. The picture below is a daily chart for January delivery Henry Hub. All that said, I don't think the winter is over by any means. The first shot of real cold in the 11-15 day forecast (or 3-week forecast) and we could get a very nice bounce in Henry Hub pricing. But that might be a good exit point for longs because the 90-day forecasts show this winter is going to be a bust for total heating degree day counts.
  9. It is normal when the weather across the U.S. is this warm. Heating demand just isn't there. Henry Hub had large risk premiums priced into this winter's forward curve and when cold weather doesn't show up, prices have to drop precipitously to clear the market.
  10. just sad for the kids
  11. Good for Taylor. I'm assuming these jobs will be "good" jobs which is great for the overall Austin metro area.
  12. Article says wastewater treatment plant is at capacity. Shit. No temporary moratorium is going to resolve that constraint. You don’t just plop a new one down like this is Sim City.
  13. Paying a fee to HOA for the privelege of selling your house….is just absurd. So happy to live in a neighborhood with no HOA.
  14. ^^^ That actually sounds like a fun way to spend $150.
  15. the Rivian valuation/market cap is mind blowing
  16. If you want to improve Nuclear....you have to fix the current version of nuclear. https://www.utilitydive.com/news/georgia-powers-vogtle-doubles-original-cost-amid-further-delay/609538/ or you need a huge change in nuclear technology that shakes up the NRC.
  17. WTI having an ugly day.
  18. Good buying opportunity at a lower cost basis for those stocks
  19. It would seem the Roberts court gives zero fucks about gerrymandered districts, racial bias or not.
  20. And Cox continues to have his job today?
  21. Thanks for this. Appears I'm going to be moving from district 10 to district 37. Goodbye McCaul...you fuckstick.
  22. From the article...this seems like a great way to select the Board. Another draft document outlines a potential fundraising strategy for the institute that would require a $1 million minimum gift to be on the board.
  23. sigh tried to use the new TxTag website have to update my account login it says no account is associated with my email address alternative login via account # and pin....got no clue what my TxTag account # is
  24. I'm in Denver right now. Air quality last week was horrible. Couldn't see the downtown skyline. Couldn't see the front range mountains. The air smelled and tasted of smoke.
  25. ^^^ Does the above list mean that Leander, Cedar Park, Pluggerville, Round Rock ISD are all proceeding without mask mandates? Do the north Austin suburbs suck that much ?
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