Apologies, I meant ability to deploy new generation. You're right that areas of the US are cost competitive.
This can change quickly though, so it's not that big of a deal. If AI energy demands push the Gov to deregulate/fast track new plants, or the industry decides to build out their own generation renewables.
Apologies, I meant ability to deploy new generation. You're right that areas of the US are cost competitive.
This can change quickly though, so it's not that big of a deal. If AI energy demands push the Gov to deregulate/fast track new plants, or the industry decides to build out their own generation renewables.