grid-constraints
2 articles
- Grid Capacity, Not Tax Incentives, Rations Industrial Geography
Infrastructure allocation predicts industrial geography only when capital is concentrated, project-specific, and backed by durable demand. Grid capacity has become the primary rationing variable.
- The Friendshoring Infrastructure Yield Curve
Friendshoring returns accrue to power infrastructure, transformers, grid access, and logistics nodes—not factories. The key scarcity is electrical capacity.