Charles Orr@chrlsorr · 2026/08/20观点输出until we fix the fundamentals, the UK economy is going nowhere
read this from @alanchanguk on what we’re doing at Fuse to fix it
https://t.co/K0VjXSiLLS https://t.co/enWDLmsv88
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Charles Orr@chrlsorr · 2026/07/25观点输出manc a lago
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Charles Orr@chrlsorr · 2025/10/03观点输出RT @fuseenergy: $300M ARR.
Still Day One. https://t.co/fodfmUMHWL
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Charles Orr@chrlsorr · 2025/07/08观点输出turns out you can just do things https://t.co/zt6bp5p02G
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Charles Orr@chrlsorr · 2025/05/16观点输出off to build a solar farm in 12 weeks 😎 https://t.co/N52kcNbiQE
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Charles Orr@chrlsorr · 2025/04/29观点输出@TheFUTSBC I recommend @simoncgallagher's tweet on this here: https://t.co/2rTbxdJkTU
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Charles Orr@chrlsorr · 2025/04/29观点输出Tomorrow’s winners will be the most flexible systems—able to ride through shocks and restart fast.
Volatile grids need active management and those who can respond will reap the rewards.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Charles Orr@chrlsorr · 2025/04/29政策影响Inverter-based generation demands faster, tighter control.
This is essential if we are going to avail of the cheap energy abundance that solar can bring.
However, could more spinning mass have saved Iberia? Unlikely against 15 GW in three seconds.
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
Charles Orr@chrlsorr · 2025/04/29赛道影响In 2019 the first casualty was gas. Yesterday, it was almost certainly solar.
However, every technology dropped once stability was lost.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Charles Orr@chrlsorr · 2025/04/29赛道影响Pattern in both cases:
Sudden multi-GW outage -> frequency plunge.
However the UK managed to contain with automatic load-shedding averting a total collapse.
Spain’s shock was roughly eight times larger and came in two blows.
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
评论
暂无评论