Thursday, April 11, 2024

Grid: How U.S. Electrical Transmission Lines Will Be Rebuilt—Reconductoring

From UtilityDive, April 9:

Reconductoring US power lines could quadruple new transmission capacity by 2035: report 

Replacing power lines with advanced conductors would enable 90% clean electricity by 2035, according to a Goldman School and GridLab report.

Replacing conventional transmission lines with advanced conductors could sharply increase U.S. transmission capacity in the near-term, and at a lower cost than building new power lines, according to a report on reconductoring released Tuesday.

Reconductoring transmission lines could add about 64 TW-miles of new interzonal transmission capacity by 2035 compared to about 16 TW-miles from only building new transmission lines, the report from the Goldman School of Public Policy at the University of California, Berkeley and GridLab said.

While quadrupling new transmission capacity, replacing conventional aluminum conductor steel reinforced cables with advanced conductors would cost just 20% more than only building new lines, the modeling found. Replacing old lines with advanced conductors usually costs half as much as building new lines for the same capacity, partly because it uses existing infrastructure, the report noted.

The additional interzonal transmission capacity unlocked with advanced conductors provides access to lower-cost clean energy, reducing wholesale electricity costs by 3% to 4% on average, producing $85 billion in system cost savings by 2035 and $180 billion by 2050, compared to business-as-usual, the modeling found....

....MUCH MORE

What would have been the American pure play, General Cable, was purchased by the Italians in a classic good news/bad news story: The acquisition was done in 2017, years before the next two decades of performance began bubbling up in the average fund manager's consciousness but it was at an 80% premium to market.

Again, the two hot-off-the-press reports:

RECONDUCTORING WITH ADVANCED CONDUCTORS CAN ACCELERATE THE RAPID TRANSMISSION EXPANSION REQUIRED FOR A CLEAN GRID

And:
SUPPORTING ADVANCED CONDUCTOR DEPLOYMENT: BARRIERS AND POLICY SOLUTIONS
A companion report to “The 2035 Report: Reconductoring with advanced conductors can accelerate the rapid transmission expansion required for a clean grid”  

And you can visit the far-sighted Italians at Prysmian Group.