What's getting little/no exposure is "reconductoring" ..... i.e., replacing current tower to tower grid transition lines with updated versions having at least double the current transition capacity/capability. MMM is the only publicly traded company that manufactures such lines. There are at least two privately owned companies that also make such advanced cables. The Dept of Energy knows of and and has written releases on the topic. Restringing the grid now would increase current capacity and anticipate future generation (nuke/SMR) expansion.
Wouldn't this be great for the poor millions of white collar workers waiting for their heads to be
chopped at the AI guillotine ? Amen.
What's getting little/no exposure is "reconductoring" ..... i.e., replacing current tower to tower grid transition lines with updated versions having at least double the current transition capacity/capability. MMM is the only publicly traded company that manufactures such lines. There are at least two privately owned companies that also make such advanced cables. The Dept of Energy knows of and and has written releases on the topic. Restringing the grid now would increase current capacity and anticipate future generation (nuke/SMR) expansion.