Schneider Electric's research unit, SERI, modeled 40,500 scenarios and found that aligning solar, battery storage, and new electrified demand could cut total electricity system costs by up to 40% by the 2030s. The savings depend on rollout order and timing, not just speed. When battery durations are mismatched across asset types, costs could rise 35% above the current benchmark. The report also estimates a 0.8% GDP boost globally by 2030 if these pieces come together. The report pushes for load-flattening tariffs, combined solar and battery incentives, and supply chain support. It argues that households and businesses acting in their own interest tend to land near the lowest-cost system outcome, so policy should enable adoption rather than dictate installation sizes. Building codes that require new construction to account for both solar and electrification are also recommended. Notably, the release does not disclose the regions modeled, data period, or cost assumptions behind the 40% figure. That leaves room for scrutiny, but the core insight, that coordination between generation, storage, and demand is critical, aligns with broader grid decarbonization thinking.
