Spot on. David Roberts (Volts) also asked about that in one of his interviews. IIRC, the expert answer was: substations generally need a retrofit (eg new trans

Spot on. David Roberts (Volts) also asked about that in one of his interviews. IIRC, the expert answer was: substations generally need a retrofit (eg new transformer, breakers, smarts). Even so, reconductoring is much faster and cheaper than building new lines. Because retro doesn't require a new permit, often reuse existing footprint, and substations can be upgraded as needed (eg only for sections pushing more power).