husband, dad, focused on elevating American entrepreneurs and innovators to achieve energy abundance by deploying at scale. It's simple, not easy. https://www.linkedin.com/in/jigarshahdc/
Jigar Shah
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The UK is more exposed because they shutdown refineries.
• EV adoption
• Grid modernization
• Battery deployment
• Flexible demand programs
Where they struggle is energy efficiency.
France is a great example.
• Heat pump deployment
• EV adoption incentives
• Electric truck programs
• Building electrification
France increasingly describes electrification and data center load growth as a sovereignty strategy, not just a climate strategy.
Germany has now completed pivoted. Finally recognize that dependence creates vulnerability.
The response:
• More renewables
• Faster transmission buildout
• Heat pump deployment
• Battery storage
• Industrial electrification
Bring back nuclear...
Japan is highly dependent on imported fuel, but they are responding with:
• Nuclear restarts and new development
• Grid investment
• Transport electrification
• Industrial electrification
• Sustainable aviation fuel
Goal: reduce exposure to imported energy
Governments around the world are suddenly discovering they can get more out of the grid they have already paid for.
• Interconnection queues
• Distribution upgrades
• Transformer shortages
• Skilled labor
• Customer adoption
Watch the current. Don't stick only to slide rule ratings.