transmission lines

also referred to as: transmission line

12 statements across 10 episodes · 2 bullish · 6 bearish · 7 people on the record · first statement Jun 2, 2022 by Andy Lubershane · across every show →

Everything said about transmission lines, oldest first

Jun 2, 2022 negative
Assertion Supported
Maine voters rejected a transmission line delivering hydropower to Massachusetts
“We just had a citizen referendum that, that rejected a transmission line moving through Maine to deliver hydropower to Massachusetts.”
Andy Lubershane Jun 2, 2022 ▶ 17:12 Climate tech’s surprising bottleneck – land access
Jun 23, 2022 bearish
Opinion
Lacey: Transmission hype outpaces the reality of difficult US construction
“Relative, the hype relative to the reality of building out transmission lines that they don't match up. And I have to, I unfortunately have to be a sell. Even though, you know, I generally support lots more transmission build out in this country. I think it's …”
Stephen Lacey Jun 23, 2022 ▶ 44:34 Which tech is overhyped, underhyped and just right?
Nov 3, 2022 neutral
Assertion Supported
Reed: US has 400,000 transmission miles, but only 25% are high-voltage
“So we've got about 400,000, just over 400,000 miles of transmission lines in our, in this country, and most of them are lower voltage, so they're still, like, fairly local in terms of how far they can move power. I think it's two-thirds of them. Actually three…”
Liza Reed Nov 3, 2022 ▶ 6:18 Getting more energy on the wires
Nov 3, 2022 negative
Assertion Supported
Reed: Over one terawatt of US generation is stuck in interconnection queues
“There's more than, I want to say there's more than a terawatt of energy generation in these queues across the United States that aren't able to come online because we don't have the necessary transmission to support them.”
Liza Reed Nov 3, 2022 ▶ 25:05 Getting more energy on the wires
May 4, 2023 negative
Assertion Supported
Gramlich: High-capacity transmission buildout has dropped 90% since 2013
“So for the last decade, there really wasn't much, and kind of now it's dried up to a trickle. Like, we're down in the, you know, couple of hundred miles of high capacity, so less than 10% of what we did a decade ago, and that's kind of where we are.”
Rob Gramlich May 4, 2023 ▶ 7:35 Understanding the transmission bottleneck
May 4, 2023 negative
Insight
Gramlich: Transmission bottleneck is caused by cost recovery, not capital shortages
“There's no, there's never been a shortage of investment capital for this business, but there's a shortage of ways to get your money back when you build useful lines.”
Rob Gramlich May 4, 2023 ▶ 31:21 Understanding the transmission bottleneck
Dec 14, 2023 positive
Insight
Jaramillo: Buffering transmission lines with energy storage increases their utilization
“Having storage, you know, the ability to buffer at one end or both ends makes that even more a highly utilized resource.”
Mateo Jaramillo Dec 14, 2023 ▶ 38:46 What do you do with a 100-hour battery?
Mar 28, 2024 neutral
Assertion Not checkable as stated
Lubbershane: Static transmission constraints hold true only 10% of the time
“They're they may only be holding true and really constraining the amount of power that you can safely move through the line, say, 10% of the time. Most of the time, you could move more power through the line.”
Andy Lubershane Mar 28, 2024 ▶ 36:44 The electricity gauntlet has arrived
May 9, 2025 bearish
Insight
Permitting new transmission lines is globally harder than building nuclear plants
“It's going to be easier to permit and get a nuclear plant built than it is to get new transmission lines, and that's just historically how it's been, you know, everywhere I've been, whether it's in the US, the UK, Australia. Over in Taiwan Philippines, people …”
Chris Colbert May 9, 2025 ▶ 29:14 The U.S. nuclear groundswell
Sep 12, 2025 positive
Insight
Transmission lines act as direct substitutes for local baseload power generation
“The transmission line itself is a substitution for baseload power, because if you can move more power over more space, you are Reducing the need to have to generate that power on the other end of that congestion. So in that sense, transmission and generation a…”
Brian Janous Sep 12, 2025 ▶ 20:32 When to colocate data centers with generation
Oct 23, 2025 neutral
Insight
Lubershain: GETs deployment is inherently slow due to necessary substation upgrades
“If you're going to change that stretch of transmission line and expect to get higher throughput, you also need to upgrade the substations at both ends. For example, you know, sometimes that might require you to, you know, make other upgrades on the system at t…”
Andy Lubershane Oct 23, 2025 ▶ 41:11 Five big questions about the future of energy
Nov 20, 2025 neutral
Assertion Supported
Gramlich: Transmission lines completed in 2024 began 10 to 15 years ago
“These were lines that were, like, begun 10 or 15 years ago that just finally got finished.”
Rob Gramlich Nov 20, 2025 ▶ 7:13 Looking for a turnaround in transmission
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