Strategic Advisors
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ResearchHornet:
Electric Grid Modernization
Optimizing the Distributed Energy Ecosystem to Power AI - The Next Frontier
Podcast interview clip discussing the emerging opportunities in electric grid modernization, digitization, architecture, smart grid, digital twins and virtual power plants, and how AI is creating this opportunity., especially with digital twins and asset lifecycle management (ALM).
An Investor's Guide to Companies and Opportunities in the Electrification/ Power / Grid Modernization sector
This guide provides an overview of the electrification / power / smart grid / grid modernization sector, and the investment opportunities associated with segments of the industry. It walks through the electric supply chain, then breaks it into segments, outlines innovations and disruptions happening in each, and identifies the CAGR and TAM associated with several segments of the electrification market. It then outlines the firms associated with R&D and product market share in each segment. It can be used by investors to evaluate investment opportunities and better understand what publicly traded companies operate in certain segments of the electrification / power / smart grid / grid modernization market. It suggests the best investment opportunities by forecasted growth into 2030.