Feedback: Mel

So I think when I looked at the solar one, it showing right. Like it generates less over time because it's degrading, it makes sense. You look at one of the generation stations, you made some assumptions about how much might that plant produce over time. So it's a very detailed bottom-up estimation on an asset by asset level of How much is this current?

Let's call it somewhat static, as number of assets. How much are they going to produce over time? Right, We need to square that with What are the overall demand expectations for electricity for this company. There is going to be a massive delta there and so I don't I that's not and therefore there's going to be additional new assets required.

To fill that gap. So this is one of the biggest challenges that the electric utilities are facing is that they're trying to decarbonize what they're already have. And they're trying to meet new need that is vastly exceeded.

As you go over time, these assets degrade, maybe some of them end up being extended because you need to still need to match this demand number and almost globally you can see now that the demand for electrons essentially is is increasing, no matter where you are. So every utility is being expected to produce more.

They're expected to produce those at a lower intensity. So how do you decarbonize these existing assets?

And how much are they producing over time? But I think we need to square that with some assumptions in the background about what do we actually need to be producing? What is this company going to expect to be producing in order to meet It's demand. I think we've got an imbalance here between between two numbers.