text:  If you're a consumer, because these big guys like Amazon and Microsoft, they're probably going to get those contracts. But everybody else, we're going to have a shortage. Rates are going to go up. This is going to affect charging stations who are struggling to break even with EVs. It's going to be very hard for heat pumps to be cost-effective versus gas in a house. It's just going to have a big, big impact. This just clobbered me about a month or two ago, and most of the world doesn't really understand this, but