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I agree California is close to getting to renewable + storage only - close in, you know, industrial scale timelines. For current energy usage. California industrial also outsources a lot of the very fast growing datacenter energy usage elsewhere - WA,OR,NY,TX.

What winter are you thinking of, out of curiosity? An energy demand winter? Or like an energy price winter? I do not believe we will see that in the next 5 to maybe 10 years. There’s just not enough industrial infrastructure being built to cover anything like the AI energy demands coming soon.

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