Executive summary
약 90억달러(8,979mn$), 572개 프로젝트 투자 계획

1) 프로젝트 목적별로 56%는 전력망 신뢰성, 25%는 노후교체, 16%는 전력수요, 3% 기타
- 전력망신뢰성에는 산불, 한파, 폭염 등 기후변화로 인한 파급효과를 방지하기 위한 목적이 포함

2) (MISO 커버리지의)지역별로 중부 25%, 서부 20%, 동부 8%, 남부 47%
- 중부(Central)은 미시건 호수 아래쪽 -빳- 공장과 전기차 공장이 들어서는 공업지대
- 서부(West)는 풍력 발전 요건이 유리하지만, 송전제약(congestion)으로 인하여 신규 발전소 건설이 지연(queued)되는 곳
- 그런데 47%는 South? 어떤 목적의 프로젝트들인지 자세히 들여볼 기회가 있기를,,,

2) 이해를 돕기 위한 미국 풍력자원 분포
Source: NREL

3) 유형별로 신설선로 43%, 교체선로 20%, 변전소 30%, 변압기 2% 등
- 변전소와 별도로 변압기 수요가 분류된다는 점이 흥미로움
- 지역별로도 분해되어있는데, "압도적인" 신설선로 프로젝트 위주로 South에 계획됨. 그 외는 태반이 변전소.

4) 전압별 송전선로 계획
- 아직 HVDC가 보이지 않는다,,,

그 외 세부 chapter에서 개인적인 흥미로 취사 선택해보면

5) 계통연계 대기열 현황
- West만 풍력, 나머지는 태양광과 -빳-

6) 정전위험분석
- 송전제약으로 인한 정전 위험 분석 및 변전설비 증설로 인한 전력유틸리티사의 편익(전력생산원가관점)
- 왜 이악물고 비싼 가격에도 고객님들은 K-변압기를 관세내고 사가는가에 대하여(미국에 해당 제조사 공장이 없는것도 아니고)

상기 Summary 내용은 Chapter 1~4에 보다 자세한 내용이 서술됨.

Source: https://www.misoenergy.org/planning/planning/mtep23/

https://blog.naver.com/onion_asset/223270772830
#전력기기 #변압기 #전선

보다 잘 정리된 타인의 작품으로 마무리

US EXISTING HOME SALES OCT: 3.79M (EST 3.90M; PREVR 3.95M)
- EXISTING HOME SALES (M/M) OCT: -4.1% (EST -1.5%; PREVR -2.2%) ...

Ford to scale back plans for $3.5 billion Michigan battery plant as EV demand disappoints, labor costs rise

https://www.cnbc.com/2023/11/21/ford-scales-back-ev-battery-plant-in-michigan.html?__source=androidappshare

NVIDIA Q3 Earnings:
- Adj EPS $4.02 (Est. $3.36)
- Sales $18.12B (Est. $16.12B)

Nvidia's revenue triples as AI chip boom continues

- negative impact in the next quarter because of export restrictions affecting sales to organizations in China and other countries.

- Nvidia called for $20 billion in revenue for the fiscal fourth quarter

- During the quarter, Nvidia announced the GH200 GPU, which has more memory than the current H100 and an additional Arm processor onboard. 

https://www.cnbc.com/2023/11/21/nvidia-nvda-q3-earnings-report-2024.html?__source=androidappshare

VC DEALS
LucidLink, the creator of a cloud collaboration platform for creatives, raised a $75 million Series C led by Brighton Park Capital.

UK-based Advanced Electric Machines raised £23 million in a Series A led by Legal & General Capital and Barclays Sustainable Impact Capital for its electric vehicle motors.

Malou, the Paris-based developer of a marketing platform for the restaurant industry, raised €10 million from investors including HenQ and Bleu Capital.

Dutch healthcare specialist RespiQ was awarded a €4 million grant from the European Innovation Council.

Spanish fintech startup Fence raised €1.8 million in a pre-seed round led by Semantic Ventures.

PE DEALS
Antin Infrastructure Partners agreed to buy Swedish gas and fire safety technology provider Consilium Safety Group from Nordic Capital.

Aurelius and UK telecoms group BT are in talks to take over London-listed electronics retailer MusicMagpie.

Gilde Healthcare acquired Germany-based Koscher & Würtz, a contract manufacturer for precision surgical tools.

Greenbriar Equity Group recapitalized Vive Collision, a New York-based operator of 35 collision repair facilities in the Northeast that previously received funding from Garnett Station Partners.

Kuwait-based Gulf Investment Corporation acquired a minority stake in oil pipeline inspection company Pipecare Group, Reuters reported.

EXITS & IPOS
TPG is considering selling its 35% stake in insurance provider Singapore Life, Bloomberg reported. Singlife could be valued at close to $3 billion.

McDonald's agreed to acquire The Carlyle Group's 28% stake in the partnership that runs the fast-food company's operations in China, Hong Kong and Macau.

SK Capital Partners acquired New Jersey-based J&K Ingredients from Core Industrial Partners.

FUNDRAISING
Riverwood Capital closed its fourth fund on $1.8 billion. The California-based PE firm tends to invest $25 million to $100 million per deal in midsize tech businesses.

피터린치의 투자법: 하이브리드 투자의 대가!
https://m.blog.naver.com/jindori7/223270778664

마이다스 신진호 대표님도...

아니 어떻게 코스피 폐장에 맞춰서....

https://n.news.naver.com/article/277/0005344610?type=breakingnews

🇺🇸. Durable Goods Orders MoM (USD)
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중요도: 🔊🔊🔊
발표일: 2023-11-22 22:30:00 KST
(2023-11-22 20:30:00 ICT)
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