Giuliano Giacaglia 🌲
@giu
The U.S. should start increasing power generation again if it wants to stay ahead
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Greg Robinson
@gregrob.eth
We have double that dotted blue line in generation queues but mostly variable supply that has to be firmed up and real-time balanced for it to be useful to an end user. Aside from the red tape of 3 federal governing bodies for grids, 2 others for environmental and nuclear, and 50 utility commissions, the US also has a wild physical architecture challenge. 3000+ utility districts that don’t balance their own grids without cooperation from others. Many publicly traded while most are government munis or member-owned co-ops. 3 physical grids with 7 organized markets and different rules. Many of the 3000 utilities aren’t even in a market. Then nearly 70 companies that are responsible for balancing real time supply and demand without full authority over how that supply and demand gets built within the 3000+ utilities. End users aren’t waiting for utilities to fix this. This is causing disruption. And the disruption cycle will likely change that blue dotted line’s trajectory.
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