Current lack-of-supply causing increased cost and delays in just about every single major grid interconnect/hookup/switching component would indicate that the p

Current lack-of-supply causing increased cost and delays in just about every single major grid interconnect/hookup/switching component would indicate that the present day cost of the upgrade is not likely to be fully correct. I'm a little too lazy to grab the link, but for context listen to an episode of Odd Lots from Bloomberg from a week or two ago about issues facing property developers all over the sunbelt getting switch gears and transformers for new commercial multi-tenant buildings. The combination of EV charging stations and AI data centers is making grid upgrades more than double their previous decade growth trends, which is throwing power companies and electrical infrastructure component manufacturers for a loop and they're not bringing supply online nearly fast enough, particularly in light of complex grid rollouts like all the renewable that CA is requiring by law. Combine that with a general lack-of-supply of the skilled labor necessary (linesmen and electricians with high voltage/commercial training and experience) and you won't see it happen on time or in budget. Also, for comparison, grid upgrades require a certain amount of new infrastructure installation in places without current right-of-way, which has gone particularly poorly for the high speed rail out there, so I would be willing to take a bet that this follows a similar growth curve of at least tripling the high end estimate.