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@BTMcLemee @FactsAboutTexas Here's the Dallas skyline in 2026 from that exact 1942 spot.
SemiAnalysis BTM power generation split through 2027
Staggering growth
$BE $GEV $INIO
GS sees US BTM going from ~2-3 GW in 2026 to ~30+ GW by 2030. Need to get +7-8GW/yr from BTM.
Good luck and we shall see but 2027-2028 is going to be the big test period for all these forecasts. Either showcase we can build things quickly and that this time is different, or bottlenecks force a slowdown.
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When they add bloom energy to BTM power they are going to run flat out to maximize the return on investment?
Hello? Anyone?
