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Natasha,

The California case is likely to spill over regionally. It receives nuclear power from Palo Verde Nuclear Reactor outside of Phoenix; an energy source beyond coal, oil , and gas. If their “renewable energy” starts to exclude the input process of mining of uranium from the Navajo Reservation to feed that reactor’s output, it may highly effect nuclear power generation for that plant, the largest nuclear reactor in the US.

If you can report on that, the regional impact may be significant as utilities look at 15 to 30 year investment horizons for utility scale electrical generation. If feeder sources see that any excess won’t qualify for transfers to large markets like California, they will be less inclined to rely on such secondary strategies for over production, or to sell fossil fuel energy for peak power; because they will be excluded. The energy market will contain multiple sources (fossil fuels and renewables) for several decades, but the pace of transfer can increase exponentially. When it reaches the tipping point - game over.

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