Electricity grids: The backbone and bottleneck for the green transition
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Sustainability Electricity grids: The backbone and bottleneck for the green transition 28-11-2023 The green transition will not happen without a radical overhaul of the electricity grid. This urgent need opens up significant opportunities for companies and investors exposed to th
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4 itemsWhy the grid could make or break the electro-tech revolution
The grid bottleneck is the critical choke point for the electro-tech revolution, per ING's note. Capacity additions are lagging demand from AI data centers, EVs, and industrial electrification, with connection lead times of 4-9 years in developed markets. The IEA expects >10,000 TWh of new electricity demand through 2035, 50% more than the prior decade. This structurally tightens power markets, with implications for commodity FX and rate differentials in grid-heavy economies.
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