This is not particularly surprising to me… electric transmission is both complex and boring. It’s also absolutely necessary for our transition to a sustainable energy economy. As a contrarian, the lack of interest in my readers makes me more bullish; I love sectors with great prospects that no one is interested in talking about (or buying) yet.
An interesting parallel is my article on the polysilicon industry, which I wrote last July. At the time, only my regular readers read it, but in the last few months, now that the companies involved have risen another 50-100%, it’s consistently one of my most popular, despite the fact that there’s a good chance that the silicon supply crunch may soon ease up.
I wonder how many people will be reading my transmission column eight months from now?