Energy Transition: Utilities and Electricity Grids

Deutsche Bank

Markus Müller, Daniel Sacco

Research

22 Pages

Deutsche Bank provides an overview of electricity and grid development, a summary of investment trends in grid expansion, capital expenditure requirements and regulatory developments, and the investment case for Utilities. 

Key Takeaways

Electricity demand surges: Global consumption is projected to grow nearly 4% annually through 2027, adding 3,500 TWh—comparable to Japan's total usage.
Grid modernization imperative: Integrating dispersed renewables requires significant upgrades to enhance efficiency, reliability, and security.
Utilities' investment potential: Increased capital expenditures on infrastructure may lead to substantial earnings growth and market revaluation.
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