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Neural Foundry's avatar

Really solid breakdown of how geography amplifies renewable's grid integration challanges. What's underappreciated here is that the transformer tech itself is less revolutionary than China's willingness to deploy it at scale before the supply-demand mismatch becomes catastrophic. Most countires wait until after the crisis to retrofit infrastructure, but this is preemptive grid hardening disguised as a capacity upgrade, which is honestly a smarter play than the reactive approaches we're seeing in other markets.

James Durso's avatar

Best info on China

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