Wilson Ricks
@wilson_ricks
The problem isn't more demand, it's more demand *too fast*
We were building fast enough to keep up with past expansion, but the current wave has crunched supply chains and planning processes (see CCGT costs -> $3/kW), and THAT's what's gonna drive up prices going forward.
We were building fast enough to keep up with past expansion, but the current wave has crunched supply chains and planning processes (see CCGT costs -> $3/kW), and THAT's what's gonna drive up prices going forward.
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