Keep pulling the thread on David Ulevitch, Erin Price-Wright & Ryan McEntush.
The interconnection queue for new energy projects seeking to connect to the U.S. grid can have a wait time of up to a decade.
The supply chain for new high-voltage transformers in the United States has a backlog of over 20 years.
Microsoft is building on-site power generation for its data centers because it cannot afford to wait up to 10 years for a grid interconnection.
After completing the Vogtle reactors 3 and 4 in Georgia, the specialized construction workforce was disbanded and moved to other industries instead of being retained for subsequent nuclear projects.
Texas has doubled its solar power capacity over the last three years.
The global supply chain for batteries is dominated by Chinese manufacturers, with production occurring in China or in Vietnam by Chinese-owned companies.
There is no meaningful effort within the United States to build a domestic battery manufacturing supply chain independent of China.
Meta has contracted to purchase approximately 90% of the power generated from a newly reactivated nuclear reactor operated by Constellation Energy.
Taiwan recently shut down its last operating nuclear reactor due to political pressure.
Taiwan has only a seven-day reserve of oil and gas, making it vulnerable to a total energy blackout if China were to impose a naval blockade.
The U.S. military's logistical costs for delivering diesel fuel to forward operating bases can exceed $400 per gallon.
While the generation cost of electricity from sources like natural gas and solar has decreased significantly, the delivery cost to consumers has increased substantially.