The podcast episodes provided discuss the growing impacts of electrification on the electric grid and associated infrastructure, including the increased demand for electrical components like transformers and switchgears.
For example, the episode 'Startup Series: Rhizome's Resilience Planning for Utilities' explores how utilities are addressing vulnerabilities from extreme weather and climate change impacts, and the need to make resilience investments in the grid. The episode 'Why copper is hitting record highs' highlights how electrification trends like electric vehicles and solar are driving major new demand for copper, a critical metal for the grid.
The episode 'Lots More on America's Electrical Components Crisis' delves into the ongoing shortage of crucial electrical components that is hampering economic activity and new construction projects, underscoring the strain that electrification is placing on the existing grid infrastructure.