Bourque Industries Inc (BORK)

[Flatcat]

You missed a few major points. What you included is reasonable but not where the big money is.

Many of the transmission lines are at maximum capacity for lines per phase. You can observe this on most HT wires where each phase has multiple wires held apart with spacers. Parts of the grid can only be enhanced by installing a new set of towers parallel to the existing set. In some cases this is what has been done. The maximum physical load on the towers is limited by the weight of all the cables and bending moment on the tower due to wind load on both the suspended wires and towers. In addition, some lines are limited in current due to sag.

What Kryron may be able to offer is a lighter cable, potentially without the heavy steel core, lower resistance, less sag, and for the same current capacity - less wind load (ie. smaller wires). This could permit adding electrical load due to the lower resistance and more important - adding additional conductors per phase. Swapping out the conductors on an existing line is MUCH less expensive than putting up new towers. Unfortunately, we don't have much data on Kryron to understand if Kryron is the right material to make this happen.

The positive indicators we have so far is increased strength over Al- this looks good for removing the steel core, verified lower resistance - good for everything you mentioned and/or reducing wind load. Beyond that I am not aware of any additional data to support the use of Kryron in wire and have seen any data to indicate that Kryron will not work. From an engineering perspective, the Kryron spray may be great for farmers and turbines but it isn't going to contribute significant to wire usage.