Electricity transmission and distribution Loading... : Investor Sentiment and Bull/Bear Views
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14:51
Jul 04
Jul 04
Grid and storage are the bottleneck
Chamath argues the energy debate is no longer about production but about supply, transmission, distribution and storage. He notes California is in an energy deficit only about five days a year and the PG&E grid runs at roughly 45-50 percent average utilization, so the artificial constraints sit downstream of generation. If that downstream capacity and storage are not built out, robotics and AI demand will arrive with no way to deliver the power.
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About Electricity transmission and distribution Investor Commentary
Across the available history and selected sources, Buzzberg tracks Electricity transmission and distribution across 1 sources: 0 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Chamath Palihapitiya.