Theres excess plant capacity everywhere, leveraged balance sheets and inflated real estate.

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Of course, new gas fired power plants will initially be built in regions with less excess capacity (post coal plant retirement).

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Every change on the factory floor that allows workers to adapt to sudden shifts in demand reduces the excess capacity of people and plant space Dell must maintain to get products out on time.

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Even as energy prices rose and nuclear power plant capacity was boosted in the late 1990s and early 2000s, excess inventory and uranium from decommissioned Russian warheads kept prices low.

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