GTM Research just released its latest smart grid report, The Smart Grid in Asia, 2012-2016: Markets, Technologies and Strategies. In this podcast, the report author, Kamil Bojanczyk, provides some insight into the report and enormous scale of investment being made in the smart grid by China, Korea, and Japan.
China, Japan, and Korea have completely different utility structures and are all building out their smart grids in aggressive but very different ways.
There is an enormous opportunity for U.S. smart grid companies in Asia, as well as a daunting competitive threat. The sheer scale of China's transmission build-out serves as a lesson in the differences in the way China's energy policy works and the manner in which U.S. energy policy doesn't.