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Strategies & Market Trends : Natural Resource Stocks

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isopatch
To: isopatch who wrote (96070)11/19/2019 4:50:24 PM
From: E_K_S1 Recommendation  Read Replies (1) of 108954
 
Northern CA has had outage for days vs hours for the Western side of the Bay. The Western hills are in the outage area w/ winds coming off of the ocean. I expect the outage there will be about 8 hours. I live on the East Foothills of the Bay so no impact here.

What is of notice is all of our electrical power lines in my area are underground as our sub division was built in the 80's. The larger transmission lines which carries power from power plant to distribution points are all above ground. Many of the lines on the West side of the Bay are older homes and most have above ground wires too.

The grid infrastructure needs to be rebuilt allowing for more underground wire and better grid partition especially if future decentralized grid power is developed (Solar/battery & NG fuel cells). No need for the long transmission lines if/when they get decentralized power units in the system (ie NG fuel cells).

What is even more interesting is the efficiency of the fuel cell w/ little to no transmission loss vs large power plant and large transmission loss. NG Fuel Cell may be 30% more efficient. Would be a good project to calculate the efficiencies.

FWIW, talked to a local contractor and found out that new underground wire from street to home is being used but very expensive to trench and install ($20K for most new installs). That's the cost of the new 25KW Redox Cube. No need to trench and add in new lines but just hook into current electrical & NG lines/pipes already in the home. You need a 6'x6'x6' footprint for the cube (the size of a similar sized outdoor AC unit (1500 sqft home).

REDOX Power Cube
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