From the bits and pieces I've read it almost seems like there was too much power and then something went out of wack. Most people were thinking that a sudden drop of renewable power would be the problem... Like you stated this doesn't seem to be the case here.

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Did you see anything about openings in the ionosphere that allowed solar flares to induce currents in the magnetosphere that can impact the grid? I think they call them geomagnetically induced currents

I would have to defer to the Suspicious Observer YouTube guy. I haven't had a chance to watch to any of his recent videos to see what he says about it