My Thesis And The Data

Описание: The slack capacity in the grid is used up, investments are too low and we are effectively out of electricity. The grid is the next bottleneck, my conviction build on the logic of the thesis and the supporting data presented in this video.


Timestamps
00:00 - Introduction
00:20 - Why it matters
00:51 - My thesis
02:32 - The data
04:46 - Winners and losers
06:01 - Investable?


Danish consumption of electricity
https://www.kefm.dk/Media/63914175837...

State Auditors of the Danish Parliament
https://cdn.rigsrevisionen.dk/rigsrev...

Surprised on the negative side
https://finans.dk/erhverv/ECE19361578...

Planned grind investments in Sweden
https://www.svk.se/49011f/contentasse...

Commission proposes upgrade of the EU's energy infrastructure to lower bills and boost independence
Source: https://ec.europa.eu/commission/press...

Total power sector investments IEA
https://iea.blob.core.windows.net/ass...

#bottleneck #electricgrid #thesis