Investor Presentaiton
RENEWABLE ENERGY INFRASTRUCTURE SOLUTIONS
Significant Upgrading of Transmission and Grid Infrastructure Required to Support Renewable Energy Growth
U.S. Renewable Electricity Generation
Annual Energy Outlook 2022 - Reference Case (1)
Billion kilowatt hours
Est. $14T in Global Grid Investment Required by
2050 to Support Renewable Generation
2021
3,000
history projections
2,500
700
2,000
51%
600
500
1,500
400
19%
1,000
31%
300
43%
200
500
-2%
2%
30%
12%
100
-7%
0
-4%
0
2010
2020
2030
2040 2050
2020
Solar
Geothermal Other
Wind
Hydroelectric
QUANTA
Global Annual Electric Grid Investment ($B)(2)
2025
■New connections
Est. Incremental Transmission Requirements
in the U.S. Through 2050 (3)
(million MW-mile)
400
VCE
350
300
Existing transmission is estimated at
152 million MW-miles in 2018
250
200
150
100
50
0
2030
2035
2040
2045
2050
2020
Network reinforcements
Replacements
2025
Business As Usual
2030
2040
2050
2035
2045
Clean Electricity (95%) Economy-Wide Clean
Energy (95%)
(1) U.S. Energy Information Administration
(2) As of Feb. 23, 2021; Source: BloombergNEF
(3) Source: Vibrant Clean Energy, LLC
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