Interesting article. I see the author is a "long time researcher of the electric utility industry". Well, I'm a long time employee (and retiree) from an electric utility. I worked primarily in generation, but also on assorted (engineering) projects in other areas of the company.
IMHO, the author is dumbing down "the grid" to try to make his point. He paints the electric utility industry as stagnant and stuck-in-past.
"The Grid" is composed of four basic elements:
1) Generation
2) Transmission
3) Substations
4) Distribution
Let's look at them in their interconnected context, not the author's knock-them-down-one-at-time approach.
1) Start with generation. One graph tell the whole (recent and ongoing) story. Generation is changing, and it is changing really quick:
Look at the large scale changes since 2008. Large numbers of coal fired stations have come off-line since 2008. In that same time frame, pretty large numbers of natural gas and renewable have come on-line. These trends are continuing, accelerating, and expected to continue. With a trivial number of exceptions, the out-of-service coal stations are at different geographical locations than the new natural gas & renewables. So what does this mean...
2) Transmission lines that 12 years ago went to coal stations are now "unemployed". Transmission lines to gas and renewables that did not exist in 2008 have come into being.
So where do these transmission lines go...
3) Substations. These have to be located reasonable close to where the electricity is used. With population shifts, some substations have to enlarged, other deactivated, and new substations constructed. Which lead to...
4) Distribution. The author makes a big point about the large numbers of people who have lost power for extended time. One of his links to "prove" his point shows that it is the distribution system that is out (30,000+ poles) from Hurricane IDA:
Restoring (distribution) electric service often has to be performed one customer at a time. Sometimes, throwing a switch is the answer, other times, replace a series of broken poles, transformers, and conductors... and the utility does not know in advance exactly what material and equipment will be required for any specific customer. This has to be determined on the spot then dealt with.
In summary, my point is the entire electrical system is changing and changing quickly... and what is being replaced or added is
not being done the way it was in the past. Modernization make sense, is more efficient, and saves money in the long term. Electric utilities, by necessity view business in the long term. But it takes time, the size of "the grid" is difficult to comprehend and while all this change is taking place electric utilities are striving to keep the power on to all customers... 24/7.