utility transmission and distribution

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jun 10, 2026 by Dan Dreyfus · across every show →

Everything said about utility transmission and distribution, oldest first

Jun 10, 2026 neutral
Assertion Supported
Dreyfus: Electricity inflation stems from transmission costs, not generation
“What's really interesting, I think, is really underappreciated, is that's where all the inflation is coming from. It's from the transmission and distribution from the utility, because power prices over the last 20 years, even after the rise we've just had, pow…”
Dan Dreyfus Jun 10, 2026 ▶ 15:27 Dan Dreyfus: The Next AI Bottleneck is Copper
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