Why electricity grids matter more than ever:
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Over 3,000 GW of renewables are stuck in grid queues – 5x what was added in 2022.
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Without a USD21trn upgrade, the energy transition simply won’t work.
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And yet… grid investment has stayed flat while renewable funding has doubled.
In this note, we explore:
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Why grids are the new bottleneck to net-zero.
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The hidden risks (blackouts, delays, curtailments) that could derail progress.
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Where the real equity upside lies for investors ready to play the grid theme.