Oct 16, 2026 · 22 min · 9 segments
NESO has recently changed the way it allocates power for Datacenter builds. This Podcast dives into the reasons its done that, what the issues have been previously and why I think its a positive for…
Okay, let's unpack this, because to truly understand the cure, we have to look at the staggering scale of the symptom.
And the scale is...
I mean, the scale is the part that is almost difficult to comprehend, you know, without visualizing the physical reality of the power grid.
Right.
According to the source material, there is currently over eight hundred gigawatts of capacity trapped in the grid connection queue.
Wait, eight hundred gigawatts?
Eight hundred gigawatts.
Yeah.
That sounds like a massive number, but put that into perspective for us.
So to understand what eight hundred gigawatts actually represents, you have to look at the national consumption.
That number is more than three times what the entire United Kingdom actually requires to reach its net zero goals.
Three times?
Yes, more than triple the requirement.
That's just...
I mean, that's mind-blowing.
Yeah.
Three times the capacity required for the entire nation's green transition is just sitting there, stuck in a holding pattern.
Exactly.
It's completely paralyzed.
So we aren't lacking the projects to reach net zero.
The projects exist.
They exist.
The capital exists.
They are just trapped in gridlock.
Okay, let me try to visualize this for you, the listener.
Okay, let's unpack this, because to truly understand the cure, we have to look at the staggering scale of the symptom.
And the scale is...
I mean, the scale is the part that is almost difficult to comprehend, you know, without visualizing the physical reality of the power grid.
Right.
According to the source material, there is currently over eight hundred gigawatts of capacity trapped in the grid connection queue.
Wait, eight hundred gigawatts?
Eight hundred gigawatts.
Yeah.
That sounds like a massive number, but put that into perspective for us.
So to understand what eight hundred gigawatts actually represents, you have to look at the national consumption.
That number is more than three times what the entire United Kingdom actually requires to reach its net zero goals.
Three times?
Yes, more than triple the requirement.
That's just...
I mean, that's mind-blowing.
Yeah.
Three times the capacity required for the entire nation's green transition is just sitting there, stuck in a holding pattern.
Exactly.
It's completely paralyzed.
So we aren't lacking the projects to reach net zero.
The projects exist.
They exist.
The capital exists.
They are just trapped in gridlock.
Okay, let me try to visualize this for you, the listener.
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