Core Insights - Schneider Electric has launched the Accelerating Resilient Infrastructure Initiative to enhance U.S. energy systems through community-based energy solutions [1][2][3] - The initiative aims to mobilize $7.5 billion in financing for projects including microgrids, solar energy, battery storage, and EV charging [2][5] - The initiative is timely as it coincides with federal incentives for clean energy projects, allowing communities to expedite the deployment of resilient energy infrastructure [3][4] Initiative Details - The initiative involves over 20 partners, including Microsoft, AlphaStruxure, and Zurich, to provide innovative solutions and financing [2][6] - It focuses on deploying distributed energy resources (DERs) to alleviate grid stress and reduce energy costs, with technologies such as solar panels and battery storage [4][5] - The initiative addresses the urgent need for resilient energy infrastructure, as power outages cost the U.S. economy approximately $150 billion annually [4] Financing and Delivery - Project developers have identified $7.5 billion in capital to finance energy resilience projects across various sites, including municipal facilities and hospitals [5][7] - Solutions can be delivered through long-term service agreements like Energy as a Service (EaaS) contracts, which convert upfront costs into predictable payments [8] - Energy Savings Performance Contracts (ESPCs) allow organizations to fund upgrades through operational savings, facilitating reinvestment into local priorities [8] Technology and Implementation - The initiative promotes the use of Schneider Electric's EcoStruxure Microgrid Flex system and Energy Control Center, integrating digital controls and advanced analytics [9][10] - Microgrids are highlighted as a key component, providing reliable power during outages and reducing dependence on the centralized grid [10] - Examples of projects include a 6.5-megawatt microgrid in Maryland and a 2.9-megawatt solar and microgrid system in New Jersey, both aimed at enhancing energy resilience and sustainability [13]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The global energy transition is significantly driven by the increasing share of renewable energy, which is projected to reach 63.6% of total installed capacity by 2029, up from 43.8% in 2023 [16] - The solar photovoltaic (PV) segment is the fastest-growing renewable energy source, with a projected CAGR of 24.4% from 2024 to 2029 [21] - The energy storage system (ESS) market is expected to see substantial growth, with annual shipments projected to reach 793.0 GWh by 2029, reflecting a CAGR of 31.1% from 2024 to 2029 [51] Chapter Summaries Chapter 1: Overview of Global Solar Photovoltaic Market - The share of renewable energy in global electricity generation increased from 25.2% in 2019 to 29.1% in 2023, expected to reach 45.0% by 2029 [16] - The cumulative installed capacity of solar PV grew from 586 GW in 2019 to 1,467 GW in 2023, with a CAGR of 25.8% [25] - The global solar PV market is driven by dual carbon goals, ESG criteria, energy security, technological improvements, rising electricity demand, government incentives, and international cooperation [26] Chapter 2: Overview of Global Energy Storage System Market - Energy storage systems (ESS) are categorized into mechanical, electromagnetic, electrochemical, thermal, and chemical storage technologies [36] - The demand for ESS is increasing due to the need for stability in energy prices and the intermittency of renewable energy sources [36] - The global ESS market is expected to grow significantly, driven by the expansion of renewable energy projects and the need for energy efficiency [51] Chapter 3: Development of the Global Fully Modular Energy Storage Solution Market - Fully modular energy storage solutions are gaining traction due to their advantages over traditional non-modular systems, including flexibility and efficiency [29] - The market for fully modular energy storage systems is expected to expand as technological advancements continue to improve performance and reduce costs [29] Chapter 4: Global Fully Modular Energy Storage Market: Competition & Case Studies - The report provides an overview of key players in the fully modular energy storage market, highlighting competitive dynamics and case studies [34]