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Climate Intuition: Demand Is Here, Time to Build the Grid of Tomorrow

William Attardi on March 27, 2026

Electric grids worldwide are undergoing a transformation as surging electricity demand from data centers and electrification collides with aging, risk-prone infrastructure. This creates both national security imperatives and investment opportunities for grid resilience. Activities that harden, expand and modernize the grid are becoming increasingly attractive investment opportunities and policy priorities globally. Key takeaways: Grid Resilience: Neglected No More

  • Electricity demand is surging, driven by data centers and electrification. To meet it, grid infrastructure will need to be built and upgraded over the next decade.
  • The aging grid is a national security risk. Decades-old equipment is more likely to fail and is vulnerable to extreme weather, cyber risks and geopolitical threats, making it easier for adversaries or disasters to cause widespread outages if not addressed.
  • This also presents a massive investment opportunity. Globally, about $5.8 trillion is forecast for grid upgrades between 2026–2035, with roughly $700 billion for digital grid tech; the U.S. alone expects investments of about $1 trillion over the coming decade.
  • Policies and permits are key to success. While governments are pushing modernization, long siting and approval timelines can slow progress and affect costs for consumers.

Senators Introduce Bill to Modernize America’s Electric Grid

William Attardi on March 9, 2026

A new bipartisan legislation to modernize the nation’s electric grid and meet America’s growing energy demand. This bill cuts permitting delays, incentivizes advanced transmission upgrades, strengthens state grid planning, and accelerates the deployment of innovative grid technologies to lower costs and improve grid reliability for American families and businesses. The REWIRE Act provides a commonsense path forward: rather than building new infrastructure from scratch, it upgrades existing transmission lines with advanced conductors that can double capacity (a process known as “reconductoring”). By reducing congestion and bypassing lengthy permitting requirements, reconductoring could reduce grid costs by $85 billion by 2035 and $180 billion by 2050. Senators Introduce Bill to Modernize America’s Electric Grid – electrifiED

The Digital Backbone of Tomorrow’s Grid

William Attardi on August 27, 2025

The global energy grid faces aging infrastructure, rising renewable integration, and decentralization challenges. AI emerges as a vital tool to optimize capacity, predict failures, and enhance resilience, ensuring a reliable power supply amid growing demand and environmental risks. AI is becoming a crucial tool for utilities to modernize the energy grid, addressing challenges such as aging infrastructure, renewable integration and decentralization. AI enables predictive maintenance, reducing outages by up to 30%, and enhances grid capacity through dynamic line rating. Utilities such as PG&E and Tata Power are already using AI to manage peak demand and improve reliability. The Digital Backbone of Tomorrow’s Grid | T&D World

That’s one small step for man, one giant leap for mankind – The last time human beings headed moonward was on the Apollo 17 flight that launched Dec. 7, 1972—before any of the Artemis II crew members were born. Today’s crew will not land on the moon—they won’t even orbit the moon. But they will whip around the lunar far side, on a shakedown mission test-flying the Orion spacecraft. This is essential preparatory work for achieving NASA’s bigger lunar goals. Next year there will be another test flight in low Earth orbit during the flight of Artemis III, followed by up to two moon landings by Artemis IV and V in 2028, and annual landings thereafter. Unlike the Apollo program, Artemis aims not just for the so-called flags-and-footprints model of short, one- to three-day stays on the moon, but for a long-term presence at a long-term moon base in the south lunar pole, where deposits of ice can provide drinkable water, breathable oxygen, and oxygen-hydrogen rocket fuel. Very much like the Apollo program, Artemis finds itself in a closely watched moon race, not with the old Soviet Union this time, but with China, which has announced its intention to have astronauts on the moon by 2030. The U.S. is not going it alone this time, however. While Apollo was an entirely American enterprise, Artemis flies under the flag of 60 countries, signatories to the Artemis Accords, an international pact whose members vow to support the peaceful exploration of space and contribute money, modules, and astronauts to the Artemis cause. Artemis II Has Launched. Here’s Everything You Need to Know