Blake King (Galaxy Digital) on Mining, Transmission, and Curtailment (EP.362)
On The Brink with Castle Island
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How Much of This Is Real?
The queue is all wind solar and batteries, right? Effectively. There's a few natural gas plants. So if you look at the queue and you use those numbers, I'm being very naive in doing that. But then you can basically predict over the next few years what generation is going to come online. That includes Bitcoin mining companies that obviously, you know, have the money to spend. They've got the land they're putting in the request. It includes developers,. so people like land developers that are speculatively buying land close to substations. And now because you have an interconnection position, that's worth a lot of money. The whole process has before now been with
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