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
Jun 23, 2022 bearish
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 …”
Nov 3, 2022 neutral
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…”
Nov 3, 2022 negative
May 4, 2023 negative
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.”
May 4, 2023 negative
Dec 14, 2023 positive
Mar 28, 2024 neutral
May 9, 2025 bearish
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 …”
Sep 12, 2025 positive
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…”
Oct 23, 2025 neutral
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…”