Electricity demand outpaces grid expansion, Lyten says
XLU•A Lyten-published brief says electricity demand is outpacing grid expansion, with faster capacity options including virtual power plants, grid-enhancing technologies and projects that bypass grid connections. These options can take weeks to a few years, compared with close to a decade for new high-voltage transmission.
1. Faster capacity options
The brief says Wood Mackenzie's Q3 2026 analysis identified virtual power plants, grid-enhancing technologies and projects bypassing grid connections as faster ways to add capacity. These options can deliver capacity in weeks to a few years, compared with close to a decade for new high-voltage transmission; on-site energy storage can help meet faster delivery conditions for data centers and other electrifying industries.
