jesper2024 From China’s record-breaking 2,071 km Xiangjiaba–Shanghai line to Europe’s 720 km North Sea Link, high-voltage direct current (HVDC) projects are redefining how electricity moves across borders and oceans. These mega-infrastructure builds enable bulk renewable integration, long-distance power transfer, and cross-border grid stability. For investors, the longest HVDC projects highlight the growing orderbooks of key … Read more
The Greenlink HVDC interconnector is set to become a key energy bridge between Ireland and the UK, delivering 500 MW of cross-border capacity through a €500 million investment. Scheduled for completion in 2025/26, the project enhances security of supply, supports renewable integration, and strengthens EU–UK electricity trade. While the project itself is privately financed, listed … Read more
High-voltage direct current (HVDC) is becoming a critical enabler of the energy transition, linking offshore wind farms, cross-border grids, and long-distance renewable projects. While no ETF directly tracks the HVDC market, investors can gain exposure through listed suppliers such as Siemens Energy, Hitachi, GE Vernova, Prysmian, Nexans, and NKT, or indirectly via infrastructure and clean … Read more
High Voltage Direct Current (HVDC) transmission is central to the global energy transition. By enabling long-distance, low-loss electricity transfer — especially from offshore wind and solar — HVDC is becoming a multi-billion-dollar investment theme. This HVDC Project Tracker 2025 compiles the most important projects worldwide, highlighting capacities, project stages, and the companies involved. It serves … Read more
High-voltage direct current (HVDC) is emerging as a cornerstone of modern power infrastructure, enabling low-loss electricity transmission across long distances and between asynchronous grids. From offshore wind hubs to cross-border interconnectors, the technology is expanding rapidly, with Siemens Energy, Hitachi, GE Vernova, and ABB among the key listed players. This article explains how HVDC works, … Read more
High-voltage direct current (HVDC) transmission has become the backbone of long-distance power transfer, enabling efficient delivery of renewable energy from offshore wind farms and remote generation sites to demand centers. Submarine interconnectors like NordLink and the North Sea Link exemplify how cross-border grids are being tied together, while cable specialists such as Prysmian, Nexans, and … Read more
High Voltage Direct Current (HVDC) technology has shifted from niche infrastructure to a mainstream enabler of the energy transition. Investors can’t buy stakes in projects directly, but several listed companies provide converters, systems, and cables essential for execution. This guide highlights the top HVDC companies and stocks to watch in 2025, their project exposure, and … Read more
Electricity systems are entering a decisive modernization phase. The buildout is twofold: bulk transmission—including HVDC for long-distance and subsea routes—and distribution grid digitalization, where sensors, software, and power electronics orchestrate distributed resources. For investors, 2026 favors a portfolio that mixes long-cycle hardware with visible backlogs and software-rich platforms that convert grid complexity into recurring revenue. … Read more
Investors can capture the grid capex super-cycle – without betting on any single wind farm or solar project – by owning the suppliers that make HVDC links and power inverters possible. These include HVDC subsea/land cable manufacturers, converter and inverter power-electronics providers, wide-bandgap semiconductor leaders (SiC/GaN), transformer/switchgear majors, passive component specialists (magnetics, capacitors), insulation & … Read more
Offshore wind is a linchpin of many countries’ decarbonization strategies. But the electricity generated at sea must reliably reach onshore demand centers. Subsea power cables (including export and inter-array cables) are the essential infrastructure enabling that link. For investors looking to gain exposure to the offshore wind supply chain beyond turbines, cabling is one of … Read more