provisionalL2updated 2026-05-06 · by Climate Infra Watch
Grid-enhancing technologies (GETs) — dynamic line ratings, advanced power flow control, topology optimization software — can increase throughput on existing transmission infrastructure by 10–40% at a fraction of the cost of new wire. WATT Coalition estimates the U.S. could unlock 100GW+ of renewable hosting capacity through GETs at costs under $100M versus billions for new lines. Smart wires and static synchronous series compensators (SSSCs) are the leading hardware plays. Critically, FERC Order 881 (dynamic line ratings) became effective in 2023 and mandates utility adoption — creating a compliance-driven demand signal that doesn't depend on voluntary utility innovation. This is an underplayed category with asymmetric near-term revenue visibility.