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Skepticism about the volume of power requests has a mathematical consequence that tends to get lost. Even accepting a 90 percent attrition rate on those requests, the ones that survive represent 47 gigawatts of demand.
The conservative scenario is already embedded in that number. The 47-gigawatt floor Work through the arithmetic.
If 10 percent of requests are real and that 10 percent equals 47 gigawatts, the full pipeline implies 470 gigawatts. Most of that will not be built. Attrition will thin the queue substantially.
The point is that the thinned queue, on this logic, still produces 47 gigawatts of load. The case against large demand projections has rested on the claim that most requests are speculative and will never clear.
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