卡罗莱纳州遭受电网灾难:360 个变电站瘫痪,电力恢复可能需要“数月”
Grid Apocalypse Hits Carolinas: 360 Substations Down, Power Restoration Could Take "Months"

原始链接: https://www.zerohedge.com/commodities/grid-apocalypse-hits-carolinas-360-substations-down-power-restoration-could-take-months

飓风海伦摧毁了北卡罗来纳州西部,导致超过 40 万居民断电。 变电站被洪水淹没,由于设备无法到达且需要彻底干燥,维修工作被推迟。 由于电气化趋势、供应链问题和地缘政治紧张局势,变压器市场正面临短缺和价格上涨。 因此,可能需要很长时间才能恢复供电。 有指控称,拜登-哈里斯政府优先向乌克兰供应变压器,这可能会耗尽美国的库存,从而加剧了这种情况。 专家警告说,变压器短缺和缺乏过剩容量可能会导致所有受影响地区恢复供电的时间被长期拖延,引发人们对美国东南部潜在“电网灾难”的担忧。

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原文

Rep. Chuck Edwards (R-NC), representing a district in the western portion of the state battered by Hurricane Helene, released a press release Sunday detailing the infrastructure devastation. 

Edwards said power outages remain widespread in Western North Carolina as of Sunday. Fast-forward to Wednesday morning, Poweroutage.US data shows more than 400,000 residents are without power in the region. 

He explained that 360 power substations "are out," indicating that "many of these substations were completely flooded, and Duke Energy is unable to assess the damage until the flooding has lowered, the water has been pumped out, and the equipment is thoroughly dried."

What's piqued our interest is that the powering up America theme to power AI data centers and other electrification trends, such as EVs and onshoring manufacturing (as outlined in "The Next AI Trade"), has led to shortages and price increases in the transformer market. 

"Distribution transformers are a bedrock component of our energy infrastructure," National Renewable Energy Laboratory researcher Killian McKenna said, who was recently quoted by PV Magazine

McKenna pointed out, "But utilities needing to add or replace them are currently facing high prices and long wait times due to supply chain shortages. This has the potential to affect energy accessibility, reliability, affordability—everything."

Other reasons for the transformer shortages besides power grid upgrades include raw material sourcing problems, pandemic-related supply chain woes and backlogs, labor constraints, shipping issues, and geopolitical tensions. 

Given all of this, Jesse D. Jenkins, an assistant professor and macro-energy systems engineering and policy expert at Princeton University, responded to the dire situation of a grid apocalypse playing out in the Southeast US:

"This is devastating. We do NOT have 360 substations worth of transformers and other electrical equipment sitting in stockpiles waiting to be deployed. It could take a very long time to restore power to everyone. Are we facing a Hurricane Maria-type impact on grid infrastructure?" 

Making matters worse for residents of North Carolina, some X users are pointing out the Biden-Harris administration supplied transformers to Ukraine. It's unclear if these transformers were drained for US stockpiles. Meanwhile, others note that Ukraine uses a different electrical system than the US.

What's not questionable is this: Earlier this year, US ambassador to Kyiv Bridget Brink jumped for joy on X, indicating United States Agency for International Development delivered "50 voltage transformers, 9 current transformers, & 80 isolators." 

You know, just Washington elites have been prioritizing Ukraine's power grid over the US' fragile grid. 

Nathaniel Horadam, a managing consultant and automated vehicle specialist with the Atlanta-based nonprofit Center for Transportation and the Environment, wrote on X, " It's Hard to express how insane this is. With ongoing supply chain challenges facing switchgear and transformers, this could take many months to resolve." 

"There's no excess capacity to quickly replace substation infrastructure. Lower priority sites could literally take years," Horadam warned. 

Possibly summed up here...

Really big 'sigh'...

America needs new leadership. Leftist elites prioritize other countries and illegal aliens over American citizens. This is happening against the will of the American people. The Biden-Harris admin has been sailing a rudderless ship in a worsening shitstorm as the world is on fire. 

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