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Quite a few developed countries have privatized their electrical grids. The effects - predictable - were rent seeking behavior without the necessary investments to remain future proof. This is now catching up with us in a big way, the electrification is going to lag behind considerably on account of this.

I wrote about that in 2016, https://jacquesmattheij.com/the-problem-with-evs/ , and even though the situation has improved it has not improved as much as it should have.

This is quite frustrating because it is blindingly obvious to me that we will need to do better but given the profit angle it remains to be seen if these private entities will now do what's right for all of us. So far the signs are not good. Instead of embracing small scale generation utilities are fighting netmetering laws where ever they can (usually under the guise of not everybody being able to have solar, which is true, but which is not the real reason behind their objections). They're dragging their heels on expansion and modernization of grid infrastructure and the government(s) seem to be powerless to force the now out-of-control entities to live up to their responsibilities.

Couple that with the AI power hungry data centers and the stage is set for a lot of misery. Personally I think privatizing the electrical grid was a massive mistake. The market effects have not really happened, all that happened is that the money that should have gone into new infra has been spent on yachts and other shiny rock goodies.

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> In a world where all the cars and trucks are electric you’re going to have to roughly supply your average highway with infrastructure comparable to the energy consumption of the cars on that highway (or the cities around it)

This is not true. Worldwide, typically about 80% of the energy used to charge EVs globally comes from a private connection. And the vast majority of that energy is drawn from the grid off-peak when transmission systems etc. are underutilized. You article reflects a mindset that envisages EVs working like ICE based transport.

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I think we're going to see a lot of grid defection, and not just from little consumers. Corporations won't wait for grid connections and will roll their own microgrids.
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There will be serious pushback to that by lobbyists. This is already happening in the form of mandatory participation in 'the market' while at the same time (you can't make this up) having to sell to that market at some kind of arbitrary price that you don't get a say in as producer.

I'm a small step away from going off-grid again, the biggest stumbling block is that - predictably - you can't do any practical small power windmill installations. I've considered a windlass in the basement but my kids wouldn't hear of it ;)

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Sure, but large corporations have a lot of influence (read: money) to stop that sort of thing, so I don't see it going very far. Those building data centers can always play their trump card: just build the data center somewhere else.
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Don't you need even more than 100% (of your prior consumption) to remain renewable if you also switch to EVs and heat pumps? Why would 85% be enough?
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