Power grid infrastructure intelligence
Transmission networks, grid modernization, and energy system integration.
The electricity grid is the backbone of the energy transition. Every gigawatt of new renewable generation, every hydrogen electrolyzer, every electric vehicle charger, and every data center must connect to and be supported by the power grid. Yet grid infrastructure investment has chronically lagged behind the pace of generation additions, creating a growing bottleneck for decarbonization worldwide.
The International Energy Agency estimates that global annual investment in electricity grids needs to reach $600 billion by 2030 — roughly double current levels — to keep pace with clean energy deployment targets. Transmission queue backlogs in the US, Europe, and emerging markets are delaying renewable energy projects by years. Grid connection timelines, not technology or financing, have become the primary constraint on the speed of the energy transition.
Key investment themes include high-voltage transmission expansion (including HVDC corridors for long-distance renewable energy transport), cross-border interconnectors (EU internal energy market, ASEAN grid integration), grid-scale energy storage for balancing, smart grid and digital infrastructure, distribution network reinforcement for EV charging and heat pump deployment, and the emerging hydrogen grid infrastructure (dedicated hydrogen pipelines and hydrogen-ready gas networks).
Delphidata tracks transmission and distribution projects, utility capital expenditure programs, grid interconnector developments, grid-scale storage integration, grid connection queue data, regulatory frameworks governing network investment, and the technology companies supplying transformers, switchgear, cables, and grid management systems.
What Delphidata tracks.
Structured data across the full value chain.
Transmission projects and interconnectors
High-voltage AC and DC transmission lines, subsea interconnectors, cross-border links, and backbone grid reinforcement programs. Mapped with voltage rating, capacity, route, developer/operator, EPC contractor, investment value, regulatory approval status, and construction timeline.
Grid modernization and smart grid
Digital substation upgrades, advanced metering infrastructure, distribution automation, grid management software platforms, demand response systems, and cybersecurity investments. Tracking utility digitalization strategies and technology vendor deployments.
Grid-connected storage
Utility-scale battery storage, pumped hydro, compressed air energy storage, and other grid balancing technologies. Connected to the specific transmission nodes and renewable energy clusters each storage asset supports.
Utility strategies and investment programs
Major transmission and distribution utilities' capital expenditure plans, regulated asset base growth, network development programs, and strategic priorities. Tracking spending commitments from utilities across Europe, North America, Asia, and emerging markets.
Equipment supply chain
Power transformers, switchgear, cables (including HVDC cables), grid-forming inverters, protection systems, and SCADA/EMS platforms. Tracking lead times for critical grid equipment — particularly transformers, where global supply constraints are affecting project timelines.
Who uses this intelligence.
Utilities and transmission operators
Benchmark network investment strategies against peers, monitor cross-border interconnector developments affecting market dynamics, track equipment supply chain constraints, and assess grid connection queue data for demand forecasting.
Renewable energy developers
Identify grid connection availability and timeline risk for project development, monitor transmission expansion plans that unlock new renewable energy zones, and track cross-border interconnector capacity affecting power market dynamics.
Grid equipment manufacturers
Track demand pipeline for transformers, switchgear, cables, and digital grid solutions based on utility investment programs. Monitor competitor contract wins and manufacturing capacity developments.
Investors and infrastructure funds
Screen regulated utility and grid infrastructure investment opportunities, assess the impact of transmission constraints on renewable energy project economics, and evaluate grid-scale storage co-investment opportunities.