Theme: Grid Modernization
HARDWARE LENS: Transmission backlogs, transformer lead times, and the physical deficit of copper.
Theme arc — one forensic question, files in slate order.
HARDWARE LENS: Transmission backlogs, transformer lead times, and the physical deficit of copper.
Wing: Brief
1. Eaton
S01E106 · coming · sched 06 Oct 2026
2. Quanta / Nexans
S01E109 · coming · sched 08 Oct 2026
3. Google / Arqit
S01E112 · coming · sched 10 Oct 2026
Also collected under Theme: Grid Modernization · chronological home stays the release feed.