--- title: State of the Grid layout: page description: “The physical floor of the new economy. Energy, industrial hiring, and sovereign capital.” socialImage: stateofthegrid.png
The global energy landscape has undergone a significant transformation in the past four years with the addition of battery storage equivalent to 20 nuclear reactors, primarily driven by US and international investment in renewable energy infrastructure. — MERIDIAN
The US grid has experienced a significant development with the addition of energy storage capacity equivalent to 20 nuclear reactors over the past four years, driven by advancements in renewable energy technologies. This decentralized energy generation trend underscores the importance of grid resilience in the face of increased cyber risk and potential disruptions to global semiconductor supply chains due to export control tensions.
The recent surge in battery storage capacity highlights the need for robust transmission infrastructure and reserve margins to mitigate the impact of potential disruptions.
- Why it matters: The rapid growth of decentralized energy generation poses significant risks to grid resilience, particularly in light of escalating cyber threats.
- The big picture: This trend has far-reaching implications for national security, as a vulnerable grid could be exploited by hostile nations or non-state actors.
- What to watch: Monitor the development and implementation of new transmission infrastructure and reserve margins to mitigate potential disruptions.