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No transition without transmission? The grid equipment bottleneck explained

No transition without transmission? The grid equipment bottleneck explained

Energy Evolution · S&P Global Energy

February 11, 202528m 2s

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Show Notes

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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