No transition without transmission? The grid equipment bottleneck explained
Feb 11, 2025•28 min
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Episode description
On this week’s episode of Energy Evolution, we lay out why grid equipment has become a bottleneck in the deployment of renewables, and why it takes time to ramp up manufacturing.
Andreas Schierenbeck, CEO of equipment provider Hitachi Energy, shares industry perspectives on investment trends and the operational realities of scaling up industrial manufacturing of transformers, while S&P Global Commodity Insights analyst Cormac Gilligan explains why demand for grid infrastructure has outpaced supply.
Energy Evolution has merged with Platts Future Energy, and episodes are now published on Tuesdays.
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