← Research agendaEnergy transition / 02
When the gridbecomes the asset
Electrification is often framed as a race to build generation. The scarcer asset may be the system that connects, balances and delivers it.
Research lens / 02
Infrastructure before narrative.
Grid queues
Connection delays can matter more than nominal project pipelines.
Power demand
Electrification and data centres are rewriting load forecasts.
System value
Scarcity accumulates in networks, storage and flexibility.