Irishjugg
Member
I think that, historically, every person who had used demand issues as a basis for shorting have gotten absolutely demolished. There haven't been any demand issues in the past, and with a 2 year backlog there aren't any coming soon either.Yes, price/kwh
I have various maturities of puts incl. 1/19 (which is the shortest).
I think the demand issue will become obvious earlier than the profitability. But that requires a bit more detailed explanation than I can do today - maybe over the weekend.
Do be careful.