The Next Investment Theme in Energy Infrastructure
The next phase of the energy transition is not simply about adding more renewable generation. It is about building the flexibility needed to integrate it reliably and efficiently.
As renewable penetration increases and electricity demand accelerates — driven by electrification, AI and data centres — power systems need infrastructure that can store, shift and firm electricity. Across Japan, Australia and Germany, flexibility demand is projected to grow from approximately 105 GW in 2026 to 269 GW by 2050.
Our latest white paper explores four structural themes shaping the flexibility landscape:
- AI & Data Centres – Flexible infrastructure can help address grid constraints and support rapidly growing power demand.
- Longer-Duration Storage – Longer renewable surpluses are increasing the value of storage duration.
- Grid-Forming Technology – Grid stability is emerging as a separately procured and contracted service.
- Flexible Generation – Dispatchable capacity remains important for reliability during prolonged periods of low renewable output.
Discover how these trends are reshaping power markets and the considerations for investing in energy flexibility.