Grid Expansion

Grid expansion refers to the systematic buildout of electricity grid infrastructure, such as new lines, substations, or reinforced capacity. In the US, the current primary driver is surging demand from AI data centers, alongside continued growth in EV charging and broader electrification. It's planned long-term by grid operators and often involves major investment and multi-year permitting processes. Battery storage enables more efficient use of existing grid infrastructure and can reduce the need for short-term grid expansion locally.