The supergrid possibility

The electricity transmission sector has escaped the kinds of competitive pressures stalking energy supply technologies, offering investors less risky, solid growth, but they require massive expansion and upgrade projects that often face delays.

Cut-throat Chinese competition has crushed margins in renewable energy manufacturing, creating a cycle of falling subsidies and rising overcapacity for wind turbines and solar panels, which has led to layoffs and bankruptcies.

Meanwhile, cheap shale gas has undercut the economics of renewable rivals in the United States, and nuclear power throughout the developed world faces a continuing Fukushima headache.

Click here to read more.