{"id":3838095,"hash":"nd8jykyr","type":"List","name":"Electrical Grid - Cables & Connectors","alias":"electrical-grid-cables-connectors","intro":"How electricity's fast growing share of energy consumption upends national power grids","description":"

Power grids may seem to be one of those utilities, run on long-term single-digit investment programs over long horizons

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Power grids cannot be taken for granted anymore, investment budgets are not stuffy affairs and the programs are anything but long-term

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Electricity's share of energy consumption, from green or not-so-green sources, is estimated by the IEA to rise six times faster as total energy demand, propelled by electrical vehicles, homes, data centers and industrial processes (notably electricity-intensive manufacturing of solar modules, batteries, electric vehicles and associated processes, such as refining of the related materials)

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Demand for energy in developing countries, China and India on the fore, is increasing at a fast clip, supported by industrial growth and home demand (such as air-conditioning)

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And last, upkeep of existing grid networks is a work in progress, weighing on demande for new equipment (such as transformers)

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A clear sense of urgency in upgrade is pervasive and 'clean energy' generated by renewables, wind and solar, is a factor

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Renewable energy projects are joining a queue in Europe to plug into the existing infrastructure because rapidly expanding production has already taken up the slack built in the grid to handle swings in energy production...with more, a lot more gigawatts in the pipeline or at late planning stages

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To complicate the challenge further, individual energy producers, by way of rooftop solar panels, need to feed power back into the grid, reversing the usual flow of electricity

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And the US is not far behind : the assessment by the US Department of Energy (Oct. 2023) points out that the power transmission system is running into both capacity constraints and technical obsolescence regarding long-distance electricity transfer

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With big investment budgets, technological challenges and political urgency... the cable industry may warrant a closer look

","dateCreation":1695461858767.0,"datePublish":1706745600000.0,"dateUpdate":1754299583359.0,"dateUpdateComps":1754580224970.0,"image":"https://static.pininvest.com/uploads/images/lists/nd8jykyr/dvnpwfja/default/electrical-grid-cables-connectors.jpg","imageSrcUsr":"Patrick Hendry","imageSrcWeb":"Unsplash","imageSrcLink":"https://unsplash.com/fr/photos/vue-rapprochee-dun-materiau-tisse-TixcqTuuVsE","url":"/library/nd8jykyr","category":{"id":1903887,"hash":"r7844dy3","name":"21st Century Energy","brief":"Focus on potential renewable energy resources, on technological breakthroughs to generate and distribute power, and on industrial support systems","description":"

Energy demand has never been in doubt and by tapping new sources, energy supply has been the agent of economic revolutions, time and time again

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In focusing on new energy sources, the intricacy of the supply chains comes to light, broadening exponentially the areas of interest for the investor

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R&D in novel energy generation
the interconnected network for electricity delivery (and the materials to make it happen, from copper cables to connectors)
battery technologies, on the cusp of technological breakthroughs

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...to name a few

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Energy Policies - Hither and Yon