The Grid Is Becoming the Scarce Resource

Дата публикации: 11-09-2026 12:00:00

AI data centers, electrification, copper demand, long-term power agreements and new capacity mechanisms may look like separate developments. Put them on the same map, however, and a deeper infrastructure question emerges: what happens when electricity demand can grow faster than the systems built to deliver it? Perhaps the next energy debate is not only about how electricity is generated, but also how far it must travel before it is used.

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