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Sunlight Partners

@sunlightpartners.bsky.social
18 followers 10 following 20 posts

An activist hedge fund manager targeting uncorrelated returns and environmental impact.

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Sunlight Partners @sunlightpartners.bsky.social · 27/05/2026
2/6 CCGT plants don’t use $BW boilers, they use a heat recovery steam generator (HRSG) to make steam. In very simplified terms – a $BW boiler makes steam like a saucepan on a gas stove. An HRSG makes steam like a car radiator with the cap off – absorbing engine heat into tubes filled with water.
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Sunlight Partners @sunlightpartners.bsky.social · 26/05/2026
There is a reason no US utility has built this style of gas steam plant in 41 years, and why no other data centers or boiler makers are proposing to build one now. Optimistic analysts believe $BW can build 10 of these plants in the next 20 years; we doubt they'll build one. 10/10
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Sunlight Partners @sunlightpartners.bsky.social · 26/05/2026
Why is a 160-year-old boiler maker Babcock & Wilcox proposing to build a high-cost, high-emissions, 1980s style power plant for data centres? Sunlight Partners is short shares of $BW; See our report and disclosures here sunlight.partners/disclaimer-bw. 1/10
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Sunlight Partners @sunlightpartners.bsky.social · 16/04/2026
In only 3 short years, the greentransition has jumped from #5 to #2 in top risks for C-suite executives surveyed by RepRisk/OxfordEconomics. Greenwashing and environmental impact have also risen up the ranks of concern. Forensic environmental research can ensure these risks aren't hidden.
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Sunlight Partners @sunlightpartners.bsky.social · 16/04/2026
"They’ll be short sellers with a bigger purpose – exposing frauds, shonks and spruikers... Their focus on environmental capital is unique in the world of hedge funds and short attacks." Our founders profiled in the Financial Review www.afr.com/chanticleer/...
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