The Firming Gap: Grid Deadlock, Korean OEM Scarcity, and the Fed's Recognition Lag
Alpha & Acre — Special Report: The Firming Gap Alpha & Acre Research THE FIRMING GAP Special Report · Australia · Korea · United States · Power Infrastructure & Sovereign Risk · Reasoning Blueprint BP-05 · 6 July 2026 For informational and analytical purposes only. Not investment, legal, or tax advice. Full disclaimer at the end of this report. Alpha & Acre Research · Cross-Asset Strategy — Sydney / Seoul / New York · 6 July 2026 Australia Korea USA Power Infrastructure Sovereign Risk The Firming Gap Australia's negative-price grid, Korea's equipment queue, and the migration of AI's power scarcity rent. 2026 ISP ODP Capital Cost A$106bn CONFIRMED HumeLink Cost Escalation A$1.3bn → A$4.9...