electrical grid
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 6, 2026 by Zach Dell · across every show →
Everything said about electrical grid, oldest first
Sep 6, 2026 bearish
Dell: Utility-scale batteries face fundamental interconnection and transmission constraints
“They're fundamentally constrained really by two things. One is interconnection capacity, so there's not enough places on the grid to go put these big shipping containers, and the second is transmission congestion.”