Grid Infrastructure as the Critical Bottleneck to America's Energy Transition
The U.S. electricity grid, built decades ago, cannot support accelerating demand from electrification, AI datacenters, and renewables without modernization. The problem is not energy generation capacity but aging delivery infrastructure and misaligned incentives that prevent efficient grid upgrades. Solid-state transformers and advanced power electronics offer solutions to increase capacity and reliability while maintaining affordable electricity rates.
Metrics in this report
50%
more than half
United States
4x
minimum
For full economic electrification
80%
of supply
United States
D+grade
ASCE 2025
U.S. energy infrastructure
25-30%
since 2019
Average U.S. residential rates
80%
since 2019
Transformer pricing
2x
doubled
Since 2019
50%
nearly half
Customer electricity bills in many regions
70%
of transmission lines and large power transformers
United States
30%
shortage
Current market