Global Scans · Distributed generation · Weekly Summary

• [New] Electricity demand is expected to rise significantly due to decarbonization, electrification of transportation and buildings, and the emergence of data centers. Acrus Power
• [New] U.S. and EU face grid challenges: data centers may consume 33% of 2030's 165% power surge, while Europe must adapt to 1.5% annual growth amid decarbonization. Ainvest
• [New] Google will prioritize placing the Energy Dome facilities where they will have the most impact on decarbonization and grid reliability, and where there's a lot of renewable energy to store. IEEE Spectrum
• [New] We expect similar shareholder resolutions to appear in 2026 across the broader technology sector, as the tension between digital infrastructure growth and decarbonization intensifies. Morningstar, Inc.
• PROPWR secures distributed microgrid contract with Coterra Energy ProPetro Holding Corp. PROPWR, a division of ProPetro, has secured a contract with Coterra Energy to provide turnkey power for distributed microgrids in the New Mexico Permian Basin, scheduled to begin in Q1 2026. Marcellus Drilling News
• Investing in clean electricity, distributed energy, and demand flexibility will build community resilience and keep energy dollars in Oregon. Energy Info
• Distributed energy storage such as home batteries and electric vehicle batteries could supply more overall storage than grid-scale batteries before 2030. The Conversation
• A strong base of nuclear and hydropower, combined with Ukraine's untapped potential for solar, wind, and biomass energy and greater investment in battery storage systems, can accelerate the deployment of distributed energy and further decentralizing the energy grid. FP Analytics
• Eos will supply a 3 MW / 15 MWh zinc-based battery system to the Paskenta Band tribal microgrid. Credence Research Inc.
• A very big number of green jobs - 400,000 by 2030 - are set to be created in 31 priority occupations, from welders to production managers, plumbers and joiners, everywhere from Centrica's £35m state-of-the-art training academy in Lutterworth to Teesside's net-zero decarbonization cluster. The Guardian
• With six times more initiatives reporting measurable outcomes than at the last COP, the momentum across sectors is clear: industrial decarbonization plans aligned, health systems strengthened, and global grids efforts consolidated to support tripling renewables by 2030. UNEP - UN Environment Programme
• As the global economy moves toward decarbonization, investors can harness new indicators to measure the potential risks and opportunities arising from climate change. Morgan Stanley Australia
• With decarbonization efforts intensifying as we approach 2026, the demand for lithium (a key component of EV and grid batteries), tantalum (vital for electronics), and other rare elements derived from pegmatites is reaching unprecedented levels. Farmonaut
• Latin America presents attractive opportunities for distributed energy expansion over the forecast period. Credence Research Inc.
• First Solar's exposure to renewable energy represents a structural growth opportunity as governments and corporations accelerate decarbonization initiatives. Value Sense Blog
• Google's 2030 net-zero goals align with global decarbonization trends, signaling infrastructure growth in carbon management and hybrid energy systems. Ainvest
• Microgrids double as Big Tech's workaround - and a CRE hedge A recent Reuters deep-dive finds U.S. microgrid capacity could hit 10 GW by the end of 2025, up from 4.4 GW in 2022, as data centers, manufacturers, and utilities race to secure reliable power amid AI load growth and extreme weather. ChargedUp!
• By 2030, the decarbonization projects will collectively account for around 7% of total steel production capacity (in terms of 2025 production levels). ABN AMRO Bank

Last updated: 04 January 2026