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Speculation.

People believed that X:Y was 2.2:2.0, but it's now 3.15:2.05.

The 10% EROI apparently wasn't impressive enough, it's now 54% EROI on paper (assuming less because of capture inefficiencies).

I'm no expert, but theoretically my understanding is that this ratio should scale along this same pattern for higher values of Y.

The X:Y ratio should increase for high values of Y in ICF. See https://suli.pppl.gov/2019/course/SULI2019_IntroICF_TMa_2019...

The official announcement (with the real info) was this morning.

Before that, the only official word was that an announcement was coming, and all the info was unofficial leaks and rumors.

Yesterdays news was that this result was leaked to the FT with apparently preliminary numbers. And today there was a press conference that had somewhat better looking numbers.