I've posted on these subjects before so it's nothing new here...

I've posted on these subjects before so it's nothing new here but when you add them together and do a little maths (Just like Barry indicated on his video today) the numbers are mind boggling. And this doesn't take into account what Tesla, BYD, or the Europeans are doing with batteries.
Anyhow take a look at the three examples. I have a conservative estimate, a bullish one by GS and the IEA estimate seems the middle ground. Now a lot of this is open to interpretation on what the different projects require. An onshore/offshore wind turbine can have different gearing and motor windings in the nacelle and many other factors so it is almost impossible to account for the differences.
Sun Cable hasn't committed to how many cables they will run. Could be 3 or 4 depending on what article you read so I went with 3 to be conservative. The copper may well be more than what I quote as using 50kg per metre for 375-500kV cable.





So these were the backstory for calculating copper requirements
So here are the calculations. MISO Tranche 1 has approved 53 Gigawatts of capacity from new wind, solar, hybrid and battery storage in the US.



The Chaozhou offshore wind project is slated to start before 2025. Sun Cable Financial close happening 2023 & meant to be starting construction in 2024.
Miso Tranche 1 only with a lot more to come. Chaozhou is not calculated with undersea cables to the mainland so this modeling is very conservative in all 3 models.
Now when you look at Global Copper output you can clearly see with these few projects how much of a dent they will make in copper supply.

Used this cable for figures provided which is likely conservative for Sun Cable requiring 700-800kV cables. I believe this cable is 375-500kV

MISO Tranche 1 HVOT

More to come on MISO so stay tuned.