I agree with all your points , but full disclosure i come with an electrical background and the "supply fear" talk for me is a given even with Jetty opening up a new supply chain I don't think it's anywhere near enough of what's needed , Some things I know the grid here in AUS is actual poor it's been on a slow decline in VIC since it was privatised it barely delivers supply now let alone supply the EOE and the IOT , the US grid is far worse and don't get me started on Europe or Asia , this modernisation is as Tony Seba called it exponentially disruptive at it core . All will be revealed in time I suppose . Cheers TT
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