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Comment by jpgvm

They are slow walking it because you simply can't build the generation fast enough anyway. It's also why you are seeing a lot of project with their own generation plants on site, either stuff like the SpaceX/X/AI (I dunno what you call it man) datacenters - i.e very adhoc methane stuff or proper LNG generators ala Meta.

This is mostly an America problem right now because that is where everyone wants to build the DCs and it's the market with the most stagnant generation: https://en.macromicro.me/collections/26367/electricity/14247...

parent jpgvm 1 month ago

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