transmission

4 statements across 4 episodes · 1 bullish · 3 bearish · 3 people on the record · first statement May 12, 2022 by Shayle Kann · across every show →

Everything said about transmission, oldest first

May 12, 2022 bearish
Prediction Not checkable as stated
Kann: Electrical infrastructure will bottleneck cross-sector decarbonization
“My biggest fear is that we will hit a, an infrastructure bottleneck for decarbonization of a bunch of other sectors. So again, to the point of like, Think, think of how much renewables we need to build today just to decarbonize the grid. And then add to that t…”
Shayle Kann May 12, 2022 ▶ 10:41 Shayle’s “ask me anything” episode
Jun 2, 2022 bearish
Opinion
Lubershane: Markets underestimate siting and permitting risks for net-zero renewables
“I really just don't believe that the market has digested the public acceptance and siting and environmental permitting risks to net zero scale. Renewables and transmission.”
Andy Lubershane Jun 2, 2022 ▶ 37:00 Climate tech’s surprising bottleneck – land access
May 4, 2023 negative
Assertion Not checkable as stated
Gramlich: IRA and infrastructure law included very little for electricity transmission
“There really wasn't very much for transmission in the Inflation Reduction Act or bipartisan infrastructure law.”
Rob Gramlich May 4, 2023 ▶ 35:40 Understanding the transmission bottleneck
Nov 20, 2025 positive
Assertion Not checkable as stated
Gramlich: CAISO is the only US grid operator expanding transmission nonstop
“California ISO has continued. They've been cranking along quietly for many years. Pretty much they're the only ones who have kind of gone nonstop on transmission.”
Rob Gramlich Nov 20, 2025 ▶ 22:34 Looking for a turnaround in transmission
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