Tracked forecast · watch-02-4
Hyperscaler CCS / SMR milestones — Google's Broadwing CCS and Amazon's X-Energy SMR.
Open
- Chokepoint
- Power Equipment — Turbines, transformers, and the switchgear that connects generation to the grid. (Rations by lead time)
- Kill condition
- These are the decarbonization proof points for the behind-the-meter thesis.
- Horizon
- Semi-annually
- Source
- Issue 2 — A Tale of Two Grids · full issue
Why it is on the watchlist
Google’s Broadwing CCS and Amazon’s X-energy SMR are the decarbonization proof points for the behind-the-meter thesis.
How Aroko tracks forecasts
Every item is reproduced from a published issue with its original kill condition intact. Status changes only on dated, citable evidence that meets that condition, reviewed weekly. Nothing is resolved in hindsight to improve the record.
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