Grid and power electronics sit at the crossroads of semiconductors, industrial engineering, and clean energy infrastructure. Every renewable project, EV, and data center depends on efficient conversion and transmission of power. From SiC/GaN chips inside EV inverters to HVDC converter stations spanning borders, this ecosystem represents a durable growth theme for the next decade. For … Read more
While large incumbents capture most attention and institutional capital, small-cap innovators often pioneer new architectures or niche product categories (e.g. power flow control, advanced sensing, supercapacitors). If one of these cracks open a utility contract, the upside can be substantial. These companies often operate at the intersection of energy, semiconductors, software, and grid operations, giving … Read more
Here’s a guide to U.S. ETFs offering exposure to grid & power electronics / clean energy infrastructure, with a close look at their mandate, and some of their largest holdings that tilt into power conversion, grid support, semiconductors, and related fields. Key U.S. ETFs in the Grid & Power Electronics / Clean Energy Space These … Read more
Electrification is pushing power conversion to new efficiency frontiers. Silicon carbide (SiC) dominates high-power, high-voltage use cases (EV traction inverters, fast DC charging, utility-scale solar/storage). Gallium nitride (GaN) excels in lower-to-mid voltage, high-frequency domains (fast chargers, server PSUs, telecom power, PV string inverters), and is stepping into automotive auxiliaries. Investors face a classic upstream vs. … Read more
The Soo Green HVDC Link is a proposed 2,100 MW underground transmission line designed to connect wind-rich Iowa with major demand centers in Illinois. Unlike most HVDC projects, Soo Green will be buried along existing rail corridors, reducing land-use conflicts and speeding permitting. If completed, it would be one of the first U.S. projects to … Read more
The SunZia HVDC Project is a landmark 3,000 MW transmission system connecting renewable energy resources in New Mexico and Arizona to demand centers in Arizona and California. It is one of the largest HVDC projects currently under construction in the United States and a cornerstone for integrating Southwestern wind and solar power into the western … Read more
The NordLink HVDC project is a 1,400 MW submarine interconnector linking Norway and Germany. It became operational in 2021 and is one of Europe’s most important cross-border transmission projects, often referred to as the “green cable.” The interconnector enables the exchange of Norwegian hydropower with German wind and solar, strengthening energy security, supporting decarbonization, and … Read more
The North Sea Link (NSL) is the world’s longest subsea HVDC interconnector, connecting Norway and the United Kingdom. With a capacity of 1,400 MW and spanning 720 km, it allows hydropower from Norway to complement wind generation in the UK, and vice versa. Operational since 2021, the project is a cornerstone of Europe’s strategy to … Read more
The Ultranet HVDC project is a 2,000 MW onshore transmission line in Germany, designed to carry renewable energy from the country’s wind-rich north to its industrial south. As part of Germany’s Energiewende (energy transition), Ultranet is a critical infrastructure upgrade aimed at balancing regional supply and demand while reducing reliance on fossil fuels. Unlike subsea … Read more
The IFA2 HVDC interconnector is a 1,000 MW subsea transmission link connecting the electricity grids of the United Kingdom and France. Commissioned in 2021, it is one of several strategic interconnectors operated by National Grid to enhance cross-border power flows. The project strengthens energy security, balances renewable variability, and allows surplus renewable generation to flow … Read more