Electravision
The electrification of everything, can be powered by solar, wind, transmission and distributed energy storage. While the grid is getting greener, electrification is advancing at a much slower pace.
JP Morgan’s Michael Cembalest takes a sobering vision of the theory that the green transition must be based on the the electrification of everything, in the understanding that if something can be electrified, it can eventually be decarbonized.
The text contains also an intriguing proposal on the possibility of reconstruction of the electricity grid in Gaza based on rooftop solar generators.
Read the full paper here.