艾意凯咨询（L.E.K.）：2024美国电网投资策略研究报告：电网现代化的机遇与挑战（中译版）（20页）.pdf

1、SPECIAL REPORTHow To Invest in Shoring Up the US Grid2 L.E.K.ConsultingSPECIAL REPORTContentsAbout L.E.K.ConsultingWere L.E.K.Consulting,a global strategy consultancy working with business leaders to seize competitive advantage and amplify growth.Our insights are catalysts that reshape the trajector

2、y of our clients businesses,uncovering opportunities and empowering them to master their moments of truth.Since 1983,our worldwide practice spanning the Americas,Asia-Pacific and Europe has guided leaders across all industries from global corporations to emerging entrepreneurial businesses and priva

3、te equity investors.Looking for more?Visit .L.E.K.Consulting is a registered trademark of L.E.K.Consulting LLC.All other products and brands mentioned in this document are properties of their respective owners.2024 L.E.K.Consulting LLCIntroduction.3Greener generation,growing demand and an outdated g

4、rid.4What the grid will look like in 10 years.13How energy-dependent corporations can help ensure a reliable electricity supply.15Conclusion.18SPECIAL REPORTIntroductionA reliable and resilient grid is one that delivers an adequate,secure and stable flow of electricity to consumers and that withstan

5、ds,responds to and quickly recovers from major power disruptions.These features of the modern American grid have long been taken for granted by most of the business owners that require a reliable flow of energy.But the energy sector is currently undergoing a vast degree of change:rising levels of co

6、nsumer and commercial electrification,a switch from legacy generation assets to an increasingly decentralized set of renewable resources,more impactful and more frequent climate disasters that are disrupting the aging U.S.grid infrastructure via major outages,and an increasing number of heat waves t