At the moment, the real estate sector is active to provide data centers to power the AI revolution that has started. This is a good thing but the US has a problem, and the problem is an aging infrastructure and aging power transmission lines, but maybe China can help.

In an article by Keith Bradsher of the New York Times News Service, in China the longest ultrahigh voltage power line stretches more than 3,219 kilometers or the equivalent of transmitting electricity from Idaho to New York.

The power line starts in a remote desert in northwest China where vast arrays of solar panels and wind turbines generate electricity on a monumental scale. The line goes southeast, follows an ancient river between the mountains and reaches the Shanghai area home to electric car and robot manufacturers.

China has 41 other lines crossing the country. Each is capable of carrying more electricity than any utility transmission line in the US. Why? the line is more efficient that those in the US.

China is leading the world in producing clean energy, but most of it the sunny, windy western and northern regions. 90% of the people of China live near the ocean or in the east.

Many of China’s ultrahigh voltage lines use direct current technology, which allows them to carry electricity long distances with barely any transmission losses.

In addition to the vast solar and wind components of electricity generation, China is the world’s largest of coal to generate electricity.

China already consumes 2 X as much electricity as the US.

China can build faster because of its top-down industrial planning, government control of information and intolerance for public dissent.

Linking to dividend paying stocks, if you are a dividend investor, you like utility companies and one of the reasons is their ability to persuade the electricity regulators to raise rates to meet the demands of new infrastructure and keep profits coming. China has different utility technology, and which has concerns, but not losing electricity in the generation is a big benefit. In your search of new technology, what is the world adopting, that could lead to more profits?

There are more questions than answers, till the next time – to raising questions.