All·May 18, 2026

Electrification: investing in the backbone of the energy transition

By Harriet Topham

Renewables and EVs often dominate discussion, but the real bottleneck of the energy transition may lie elsewhere: the electricity grid.

In this latest blog, we explore why the key question is no longer whether we can generate enough clean power, but whether we can transmit and distribute it fast enough to meet surging demand. As transport, buildings, industry and AI-driven data centres electrify, global electricity demand could more than double by 2050 — placing unprecedented pressure on ageing grid infrastructure.

Read the full blog here.

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