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[GRID CONSTRAINT vs GRID DEMAND] South Africa is experiencing a GRID DEMAMD from IPPs that are developing new plants in areas that currently have low transmission coverage. This is not a GRID CONSTRAINT, it’s a demand.
The GRID CONSTRAINT narrative is about who pays. By framing the issue as a CONSTRAINT the narrative shifts from a specific business requirement to a general national crisis, which justify for the taxpayers or users to pay for infrastructure that solely benefits private developers.
In the USA where Data Centers are driving power and grid demand, the regulators and utilities are now using Pay-to Play approach. Hyperscalers like Microsoft, Google and Amazon are forced to pay for the upgrades they trigger.
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