Electrification
The Financial Times proposes to publish this four part FT Report series on
12 September, 10 October, 14 November & 12 December 2025
We plan to include the following pieces of content (please note this list is provisional):
Electrification: Why Does it Matter
Many countries are trying to move away from fossil fuels by replacing petrol-fired cars and gas-fired boilers with electric cars and heat pumps. Not only can this electricity be produced from renewable sources, but electric models are typically more efficient. But electrification requires new infrastructure and is technically challenging.
The World’s First Electrostate
China is rapidly electrifying its economy, with about 30 per cent of its energy now supplied through electricity, and a growing portion of its electricity supplied by wind and solar farms.
Grid Congestion
The roadblock to net zero: Electricity networks around the world are in dire need of investment so they can cope with planned development of wind and solar farms, electric car charging points, heat pumps and data centres.
The Supercables Era
The wind might not always blow and the sun might not always shine everywhere -- but it is always doing so somewhere. To help solve renewables’ intermittency challenges, several developers are trying to build huge cables connecting countries across different time zones and weather systems.
Supply Chain Strain
The push towards electrification and renewable electricity is putting huge strain on supplies of cables, transformers, gas-fired turbines, and electrical engineers. Energy developers in some countries report delays of several years getting hold of equipment, while prices are rising.
Technological Revolution
Running an electricity system dominated by wind and solar farms is technically challenging. Electricity supply and demand needs to be constantly balanced to prevent blackouts, but renewables are intermittent. What’s the best, most innovative technology being developed to address this, and can we rely on it?
Solar Surge
Increasingly cheap and relatively easy to install, solar power is leading the way when it comes to growth in renewables. But intermittency remains a problem: countries with high portions of solar panels experience wild swings in power prices which can be difficult to manage.
Offshore Wind Woes
Many countries want to build offshore wind in order to meet their net zero goals, to make the most out of lengthy coastlines or due to insufficient space on land. The technology has rapidly developed over the past decade, but is struggling with rising costs, supply chain strains, and political opposition in the US.
Heating Challenge
Home heating is a massive source of carbon dioxide emissions and one of the most challenging areas to decarbonise. Why is it proving so hard, and what steps are being taken to encourage households to switch to heat pumps?
Electric Car Surge
EVs accounted for more than a fifth of new car sales globally in 2024, boosted by sales in China. But growth in the US is now expected to be slower than previously thought.
Industrial Revolution
Steel is a vital product but one of the most carbon-intensive to make. Many manufacturers are trying to move away from coal-fired blast furnaces and towards electric arc furnaces instead.
Data Centres
Data centres need vast amounts of energy to run their processes and stay cool, and want that electricity to be green. But green electricity is scarce in many areas and intermittent. Will the data centre revolution be good or bad for the green transition?
Information
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