Electric grid upgrade issues.

I mean no disrespect, but you call a guy out on not knowing about electrical equipment lead times and then state there’s no shortage on transformers because solar and wind are none stop in your area.

Make it make sense please.
I have operated in a $million/day - two year+ lead time world for decades. We ship material to/from dozens of places around the globe. Sea, air, rail, and trucks. Shortages occur for those who don’t plan - and be willing to pay a premium …
 
I have operated in a $million/day - two year+ lead time world for decades. We ship material to/from dozens of places around the globe. Sea, air, rail, and trucks. Shortages occur for those who don’t plan - and be willing to pay a premium …
Long lead times and shortages can go hand in hand.

The electrical world lead time wise has been nuts for about 5 years. It has nothing to do with planning.
 
I agree, without a plan it's a pipe dream, like what's happening here in NY.
Lots of buzz these days about Supply Chain organizations - from what I see they are both internal consolidations plus bringing in new blood from those who sourced material globally - and know the right number of suppliers in each commodity … (they will build ahead of a PO) …
You can’t plan effectively without this unique skills and knowledge subset. Tough part for me is they are treated as equals - so I have to explain Animal Farm to them often 🤔
 
Long lead times and shortages can go hand in hand.

The electrical world lead time wise has been nuts for about 5 years. It has nothing to do with planning.

It isnt just electrical.

It's pretty much every large industry since covid.

Supply chan logistics and business rules were completely rewritten globally.
 
And data centers are expected to use up to 100x more power than EVs once fully deployed.

Just crypto alone uses more power than EVs .
And, a 4" natural gas line @ 100 psi, will power onsite generation for data centers using Caterpillar gensets. 100% uptime , no grid connection.
I also remember when transformers were being made in Pennsylvania, but I'm sure that production has gone oversees as well.
 
We need data centers, we don’t need electric vehicles if the argument that EVs will strain the system significantly.

Electric vehicles are a form of transportation for which energy source already exists = gasoline
Why do we need data centers at thee rate they want to build them? AI? We don't need it anymore than we did a few years ago, I understand it can have some uses for medical and research but for the average person it is nothing more that spyware and we all need that like we need a # Phillips in the eye.
We need strict control over its use and stop with the demented argument that we have to have it bigger and better to stay ahead of the Chinese boogeyman. JMHO
 
Why do we need data centers at thee rate they want to build them? AI? We don't need it anymore than we did a few years ago, I understand it can have some uses for medical and research but for the average person it is nothing more that spyware and we all need that like we need a # Phillips in the eye.
We need strict control over its use and stop with the demented argument that we have to have it bigger and better to stay ahead of the Chinese boogeyman. JMHO
Here in the USA we are free to explore and invest in anything we want.
Just because an answer is not apparent to the masses doesnt matter.
Having a society unhinged and free to explore without bureaucrats ruling over people is what made us great.

Sorry wont answer anymore, no politics in here. Outsiders dont get to pick and choose what companies can invest in. The people know so little and the people they vote for even less, why would I or anyone else get to tell someone where and how to spend their money?.

Kind of like a bureaucrat outlawing light bulbs because they already had wax candles, gas lamps and kerosene lanterns to light the night.

There is no argument, except from the people who want to tell others what they can and can not do or explore.

How about this as an example"? "hey, I think we should outlaw Electric Vehicles, what a waste, creating a demand on our electric grid when we already have an incredible and robust gasoline system in place. Oh man, the things we could do with the money instead of investing in electric vehicles!"

See how that works as an example. Just because you are against data centers is irrelevant any more than someone against EVs
 
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