The Northern Virginia line lands hardest. Dominion publicly conceding they cannot meet demand despite adding 3+ GW should have reordered portfolios, but mostly hasn't. The 160-week transformer figure is the visible constraint — the invisible one is substation interconnection approval, now running 5+ years in saturated markets. Does your modular thesis work if the binding constraint is interconnection queue position rather than equipment delivery, or does it presuppose siting outside the saturated zones?
We go with off grid developments either in africa, midwest or in space:) modular units, up to 100 mw per site, solar, biogas or wind plus batteries:) the only think you need after http://that.is
The Northern Virginia line lands hardest. Dominion publicly conceding they cannot meet demand despite adding 3+ GW should have reordered portfolios, but mostly hasn't. The 160-week transformer figure is the visible constraint — the invisible one is substation interconnection approval, now running 5+ years in saturated markets. Does your modular thesis work if the binding constraint is interconnection queue position rather than equipment delivery, or does it presuppose siting outside the saturated zones?
What do you think the scenario will be in 5 years?
We go with off grid developments either in africa, midwest or in space:) modular units, up to 100 mw per site, solar, biogas or wind plus batteries:) the only think you need after http://that.is
The off-grid angle makes sense ...but who owns the last mile? The energy infrastructure or the compute layer on top of it?