Grid architecture · the shift
Electricity flow — today vs 2030.
Centralised, one-way generation gives way to cellular, bidirectional balancing. The same electrons, but the network stops being a fat one-way pipe and becomes a resilient mesh.
Today — Centralised
one direction · sized for peak
Flow: one direction only →
Fat pipes sized for worst-case peak demand.
$12–14B planned network capex (SEANZ)
Sized for one-way peak demand — built once, rarely fully utilised.
2030 — Cellular
multi-directional · sized for net residual
Network capex avoided through distributed balancing
Most electrons balance within the neighbourhood — the grid carries only the residual.
Flow: multi-directional, peer-to-peer and to / from grid ⇄
Thin pipes — sized for net residual, not worst-case peak.