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Just got a home battery install (midcoast region), and it's perverse how I'm kind of looking forward to some decent storms this winter.

One of Nick Petrie’s books had this as part of the plot with a right wing group using drones to attempt to take out certain substations and plummet the US into chaos.

Very much worth noting that the quote you pulled out (9 subs) is about an analysis performed in 2013 and not a recent analysis! Overall the piece is a bit credulous. E.g., the transformer China backdoor claim - so said Trump 1's DOE; zero credibility per Dragos; nothing ever heard about it after.

i love learning about yet another precarious bottleneck that could toss everything into chaos with some minimal organization by bad actors, that also happens to be made actively worse by aggressive AI expansion

It is a core flaw of our growth obsessed economy that creation of new infrastructure outpaces our capacity to maintain the old. Taxing unrealized capital gains is essential step to bringing economy back down to earth.

Interestingly enough, I had worked on a committee report after 9/11 looking at this, and some other infrastructure soft targets. That report was later blamed for bringing the transformer vulnerabilities to the awareness of the "militia movement." Seems as though not much has changed since then.