Newton | From capital to delivery
Where value will be won: build, utilize and orchestrate 8
The next phase of the US utility investment cycle will be defined by how effectively capital is converted into usable infrastructure capacity. Several factors are critically important: • execution readiness
This broadens the challenge from infrastructure expansion alone to industrial system optimization. The utilities that win this cycle will not necessarily be the ones investing the most capital. They will be the ones best able to build, utilize and orchestrate the system more effectively. Therefore, the utilities that outperform may not simply be those with the largest capital programs, but those best able to orchestrate the industrial complex around them. Value will be determined by execution readiness, orchestration capability, infrastructure predictability and speed to energization.
• orchestration capability • speed to energization • industrial system performance
• infrastructure utilization • flexibility management
Together, these factors are becoming critical differentiators across the sector.
The challenge is not only building new infrastructure faster. It is also extracting greater throughput and flexibility from the system already in place. Utilities are also looking beyond traditional infrastructure expansion toward greater flexibility and throughput across the existing grid. This includes: • improved grid utilization • flexible large-load management
• distributed storage • demand response • better use of existing transmission and distribution assets
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