Dan Cook

speaker

357 appearances 1 recordings 1 series first heard Jun 2026 last heard 9 Jun

Dan Cook’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.

newest first · ▶ plays the moment

In many instances, those letters of credit are irrevocable.

So the way I sort of describe it, when I started developing projects, we sat down to a $5 poker table.

It turned into a $50 poker table really halfway through the hand.

And we've had Q positions withdraw.

I mean, all developers have, right?

Absolutely.

That's exactly it.

And so we've seen the short end of that being a smaller shop.

But ultimately, every developer is focusing and doubling down on their best projects.

You know, the highest probability of success, you know, the scale, the market, the technology they like to be in.

And, you know, maybe they've already got, you know, procurement locked up for certain technologies or are really strategic in certain markets.

There's only so many developers, sort of the top tier senior developers that are in almost every state.

They do exist, but you will find that most shops have a kind of a preferred market or a preferred focus.

And we're certainly no different.

If they were asking us to build projects, we'd probably have a lot more built.

So it is a competitive industry.

Yeah, right, right, right.

Given how many projects and, you know, the speculation and the incentives and how many folks are doing it, you know, it is risk and reward.

It's high risk, but it can be high reward on the development side.

Our end users are either, you know, large users of power or companies that sell large amounts of power, right?

Showing 221–240 of 357 · page 12 of 18