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Solar, batteries and EVs are moving fast enough to change the risk calculus for energy investment. The bigger mistake may now be assuming today’s system, and its customers, will still be there tomorrow.
I speak with Professor Ray Wills, Managing Director of Future Smart Strategies, who has been modelling technology adoption curves for years. We examine what accelerating clean-energy deployment means for capital allocation, electricity prices, new gas infrastructure and industrial competitiveness.
We look at how batteries can reshape power-market economics before they dominate annual generation, why conventional forecasts may struggle with nonlinear adoption, and what China’s scale in solar, batteries and EVs tells Western leaders about where competitive advantage is moving. The harder question is no longer simply how fast these technologies can grow, but how costly it becomes to plan as though they won’t.
Listen now to understand how rapidly changing energy economics could alter the investment decisions businesses and policymakers are making today.
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