Open field running for US electrical infrastructure; implications for copper, inflation metrics, & LT USTs (FFTT, 5/14/24)
In terms of capacity, the backlog in transmission interconnects is 2,600 GW. That is larger than the installed capacity of all power plants currently operating in the US. -Private electrical infrastructure manufacturer exec, citing US DOE data, 2024 Most major OEMs and Utilities I spoke with are starting to book business out in 2028 and 2029 (I have actually heard utilities quoting projects in 2030). -Private electrical infrastructure manufacturer exec, after 2024 trade show [One