FERC
2 articles
- The Transformer Slot Is the Asset: Why Grid Delivery Is the Real AI Power Bottleneck
AI power buildout is constrained less by generation and more by the infrastructure required to deliver power. Large power transformers (LPTs), with 3-5 year lead times, have become the critical bottleneck. Economic value accrues to those controlling scarce manufacturing and delivery capacity.
- The Interconnection Queue Is the Asset: Why Legacy Grid Sites Are Repricing for AI
Retired power plants, aluminum smelters, and industrial sites are gaining value because they already have high-voltage grid connections that can take years to replicate. The opportunity depends on whether regulators preserve the advantages of these existing interconnections.