Johnny Yukari on X: "Right about the playbook being dead, less sure about the geography. West Coast has 160 week transformer lead times and data centre projects killed before construction. Abu Dhabi permits in 12-18 months with 5.6 GW of nuclear baseload online."

Right about the playbook being dead, less sure about the geography. West Coast has 160 week transformer lead times and data centre projects killed before construction. Abu Dhabi permits in 12-18 months with 5.6 GW of nuclear baseload online.