Renewable energies hover like bottlenecks of the grid

Investors are betting very well on renewable energies, which should reach 2.2 billions of dollars this year, more than double the investment in fossil fuels. This represents more than 40% of the 3.3 billions of dollars estimated for the world energy sector. Solar energy stands out, with expectations of attracting $ 450 billion in investment.

The unprecedented dollars flowing in renewable energies are not only rehabilitating energy markets – they mark a tilting point in the global energy transition, where clean power exceeds fossil fuels as an economic priority. These investments are gaining momentum and construction scale, and now they change the way we use energy, and not only by completing the existing generation mixture.

“In the midst of geopolitical and economic uncertainties that darken the perspectives of the energy world, we consider energy security” as the main reason why the world community has attracted 3.3 billions of dollars, said Fatih Birol, executive director of the International Energy Agency or iea. “The rapidly evolving economic and commercial image means that certain investors adopt an expected approach to the new approvals of energy projects, but in most areas, we have not yet seen significant implications for existing projects.”

He notes that China directs the global energy investment, especially in renewable energies. He invests as much as the United States and the European Union have combined. Over the past decade, the share of global expenditure of clean energy has increased from a quarter to almost a third, supported by companies in solar, wind, hydroelectric, nuclear and electric vehicles.

For the context, investment in fossil fuels was 30% higher than in electricity production, grids and storage. However, this changed in 2025: investments in electricity production is now 50% higher than the amount spent to put coal, oil and natural gas on the market.

Although the investment of batteries storage is less than $ 65 billion, it plays an excessive role in activating intermittent renewable energies to provide 24 -hour power. Meanwhile, nuclear energy is gaining momentum and should secure $ 75 billion by 2025. Compare this to invest in the oil and gas sector, which should decrease this year Since 2020.

Can the grid manage the increase in demand?

The central question is whether the grid can accommodate the new capacity. Indeed, the rise of artificial intelligence, data centers and electric vehicles – powerful by lasting energy – at least means that the country must at least Double regional transmission capacity.

According to the IEA, the AI ​​and the data centers should represent up to 4% of the global electricity consumption by 2030, which accelerates the urgency for the modernization of the network and the new capacity. The Brattle group indicates that 2 billions of dollars are required by 2030 to modernize the lines; Network investments are now $ 400 billion a year, unless you need.

“Networks have become a bottleneck for energy transitions, but investments are increasing, motivated by new policies and funding in Europe, the United States, China and in certain parts of Latin America,” said the IEA report. “Advanced savings and China represent 80% of global network expenses. The investment in Latin America has almost doubled since 2021, especially in Colombia, Chile and Brazil. However, the investment remains worrying elsewhere. ”

But how will the American removal of global climatic talks affect the overall trend? Without a doubt, he will try to reduce federal support for the clean technology sector while creating policies that promote fossil fuels. At least, this will promote the uncertainty of companies and delay key projects. The pending tax bill could slow down or stop investments in renewable energy and infrastructure projects by accelerating the elimination of critical tax credits.

Even if federal support is going through state policies and public service mandates will continue to feed the movement of clean energy. In other words, decentralized governance will help maintain the momentum, at least in certain regions.

There is much more in play. To start, Donald Trump is serving four years. That’s it. But there is an even more powerful force: the market economy, which promotes the cheapest fuels and those that pollute the least. To this end, many companies have qualified as green. Returning allegations of sustainability – or the use of greenwashing – would include risks of reputation and financial.

Amazon, Google and Microsoft are among the main technology giants that invest in renewable energies. Meanwhile, Walmart, Target and Ikea direct the retail sector. General Motors, Boeing and Ford are at the forefront of the industrial sector.

It should also be noted that the effort to attract international investments in key technologies to guide us through the energy transition. If the United States is not involved, this funding will go to other people wishing to take the lead. Already, China, the EU and the United Arab Emirates intervene to fill the gap left by this country.

“Cheap electricity from renewable sources could provide 65% of the total electricity supply of the world by 2030. It could decarbonize 90% of the energy sector by 2050, massively reducing carbon emissions and helping to mitigate climate change “, the One said.

Renewable energies are now the main vehicle that stimulates investment in the energy sector. Indeed, the increase in silver flowing in the wind and solar illustrates their viability. While capital and policy continue to line up, renewable energies are positioned not only to compete, but also to direct. Their acceleration scale and the drop in costs mean that they will be the pins to the fight in the efforts of the world to limit emissions and prevent the worst impacts of climate change.

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