ElectroState Energy Security

What are the drivers and barriers to transitioning to an ElectroState?
Can clean energy be regarded as secure energy?
What are the material constraints to the pace of the ElectroState model?
What resources are required to build an ElectroState and which alternative supply chains exist?
What are the limits to scale and how might partial ElectroStates develop?

Are just some of the questions that this briefing service will seek to answer

ElectroState China

Do you understand the pace and scale of the Chinese electrical energy transition?
How has China developed it’s electricity sector so quickly?

What mechanisms has China used to reduce curtailments?
What are the secrets to the Chinese transition?

How will China impact other global energy markets?

Are just some of the questions that this briefing service will seek to answer

The World is not Decarbonising. It is Electrifying.

This distinction matters because the geopolitics of electricity is fundamentally different from the geopolitics of oil. Just as oil shaped the twentieth century, electricity will define the 21st century.

The Electrical Energy Transition is a Disruption
We believe the Electrical Energy Transition is an unstoppable economic transition of a vast majority of the World’s national energy systems from fossil “molecule combustion” dominant systems to electron dominant systems.

This is not a simple fuel switch. It is a system change which provides a lower cost, higher efficiency, faster, flexible energy system. An energy system that will provide pioneering states with concrete competitive advantage in a very different world of drones, robotics, AI, self driving automotive systems and datacentres.

Electrostate.com is a company providing intelligence and networking to aid the understanding and acceleration of this electrical energy transition.

This change is being largely brought about by the changing economics of energy production, transmission, storage and usage. The reason why electrons will increasingly be at the heart of a highly efficient energy system lies with their ability to flow into applications without incurring the huge thermal losses from the laws of thermodynamics that the combustion of primary fossil energy incur.  

It is this discrepancy between primary energy and useful energy or work which is leading to a widespread understatement of the impact of efficient electrical energy systems.

At the vanguard of the transition are the electrical power generation workhorses of wind and solar, in the midstream are battery storage, hvdc transmission and dc distribution whilst at the consumption are electrical motors and drivetrains, heat pumps for both comfort heating and industrial applications and the fast growing segment of compute and AI. When electricity is created via renewables losses are minimal. With key innovations in hvdc and battery storage the advantages of fossils fuels are being eroded.

These disruptive technologies are allowing for the electrification of the entire energy value chain from supply to storage, distribution and usage. Batteries and digitalization are making once-variable supply stable and once-static demand flexible. Together, these shifts form an electrotech revolution where modular products built in factories enjoy learning rates and economies of scale as they grow.