Home electrification and the prosumer grid. Heat pumps, induction, rooftop solar, home batteries, and EV chargers turn the house into a small utility.
Scaling Compounding now. Evidence is visible in company results and data. Largest effect expected 2022–2040.
Second-order effects
Utility revenue models invert; electricians become the scarcest trade; the grid's peak moves to the evening; households with capital cut bills, households without pay more.
Its neighbourhood
Everything this entry connects to directly. Click any point to follow it.
Frictions it intensifies
These pressures get worse, or reach more people.
Solutions it accelerates
Sectors it reshapes
How to track it
If this trend is real, these are the numbers that will show it first.