The UK Electricification Experiment Will Likely End Very Badly, But There Are Big Lessons to Be Learned for Others

Kathryn Porter is an increasingly well-known energy consultant from the UK. She travels the globe speaking energy truths to those who will listen. She’s currently in the U.S., in fact, and will be touring Canada next. She is using the insanity of what’s happening in Britain to illustrate the perils to electrical grids everywhere from the foolish pursuit of unreliable solar and wind energy.

Porter has also produced an in-depth report titled “Electrification – can the grid cope?" that may be found here. Most of the summary follows (emphasis added):

Electrification has become the default answer to almost every energy and climate question. Heat? Electrify it. Transport? Electrify it. Industry? Electrify it. In policy circles, electrification is often treated as a frictionless substitute for fossil fuels: cleaner, simpler, and largely inevitable…

Across heating, transport and industry, electrification targets rely on a similar set of assumptions: that consumers will change behaviour rapidly, that costs will fall quickly and predictably, and that electricity infrastructure will expand smoothly to accommodate new demand…

The ‘good news’ is that electrification targets are unlikely to be met without some form of compulsion. In heating, rapid deployment of heat pumps is implausible under current conditions. Consumer resistance remains high, installer numbers are growing too slowly, and both capital and running costs are materially higher than for gas heating. Even where heat‑pump subsidies reduce upfront costs, households still face additional expenditure on larger emitters, pipework and insulation, as well as higher ongoing energy bills because electricity prices remain far above gas prices. These are not marginal issues – they are fundamental barriers to mass adoption.

Transport electrification faces a similar gap between ambition and delivery. Mandates for electric vehicles are running ahead of public willingness to adopt them, while grid and charging‑infrastructure constraints remain severe. These problems are magnified for larger vehicles. There is currently no credible fast‑charging solution for HGVs, and electrifying buses outside dense urban centres is far more challenging than policy documents typically acknowledge, particularly where vehicles do not return regularly to a single depot.

In industry, the constraint is both technical feasibility and economic viability. High electricity prices have driven deindustrialisation across large parts of the UK economy, reducing electricity demand far more quickly than electrification can increase it. In practice, deindustrialisation is the dominant trend, and a stronger driver of demand than electrification across the economy as a whole.

Across all three sectors, the modelling used by both NESO and the Climate Change Committee depends on behavioural and technological assumptions that are optimistic, weakly evidenced, and often inconsistent across scenarios…

The bad news is that, even without electrification, the electricity grid is likely to struggle unless action is taken. One of the most important findings of my report is that the GB electricity system is already heading towards a serious adequacy problem even if large‑scale electrification largely fails.

Renewables cannot provide security of supply during prolonged low‑wind winter events, and reliance on interconnectors is risky when neighbouring systems face similar weather patterns. Meanwhile, just under 5 GW of nuclear generation is scheduled to close by 2032 at the latest, and around 12 GW of CCGT capacity is at risk of closure due to age and declining utilisation.

While Hinkley Point C and perhaps a small amount of new open‑cycle gas capacity may come online over the next five to seven years, this does not come close to offsetting expected closures. Under plausible assumptions, the system could face a capacity shortfall of around 12 GW on cold, low‑wind winter days. In such conditions, meeting demand without rationing would be impossible.

Replacing or upgrading ageing gas generation is constrained by long lead times. New rotors typically require around 5 years, and entirely new gas turbines 7-8 years, reflecting global supply‑chain bottlenecks. These are physical constraints that cannot be resolved by market reform or policy ambition alone.

Britain is not alone in facing a potential problem with system adequacy. Norway, the Netherlands and Germany were all considered as part of the report and in each case, possible shortages are identified. Norway assumes that flexibility, demand response, or batteries will full the gap. The Dutch are less confident and intend to monitor the generation mix in neighbouring countries in the hope of persuading them to maintain enough firm generation to secure the Dutch grid on low wind days. Only Germany has explicitly identified a need to build more gas generation, although its target is likely inadequate.

One of the report’s central findings is that electrification does not increase demand evenly. Heat pumps, EV charging, and industrial electrification all tend to concentrate demand in time (cold evenings, post‑work charging windows), and concentrate demand in space (residential feeders, urban substations, motorway corridors). Annual energy numbers hide this – a system can look comfortable on a terawatt‑hour basis while becoming acutely stressed for a few hundred hours a year.

Flexibility features heavily in electrification plans with smart charging, demand response, batteries, and thermal storage. While flexibility can shave peaks, this only works where consumers tolerate loss of convenience. In many cases, policymakers ignore real-world constraints such as fire risks associated with overnight operation of domestic appliances, and noise restrictions within multi-occupancy residential buildings. Batteries are energy‑limited and cannot cover prolonged stress events. Many flexibility services depend on digital systems that introduce new operational and cyber risks. Flexibility may reduces costs at the margin, but it does not eliminate the need for firm capacity, resilient networks, or system strength.

In addition to the issues with reliable generation capacity, there are further difficulties with distribution and transmission constraints which arrive earlier and are also hard to fix quickly. Key points from the report include:

• Local distribution networks were not designed for mass electrification of heat and transport

• Reinforcement timelines are measured in years, and often a decade or more

• Connection queues and “paper capacity” obscure real‑world deliverability

The report also identifies risks with aging grid infrastructure and the recently identified risks that premature closure of offshore gas pipelines may constrain gas supplies to the grid on cold winter days, limiting the gas available for electricity generation.

Taken together, the findings point to an uncomfortable conclusion. The GB electricity system is likely to struggle to maintain today’s level of demand reliably, let alone accommodate the additional 7–10 GW of load in 2030 implied by current electrification agendas. AI data centres are therefore likely to pursue off‑grid solutions, not because of technological failure but because the grid is no longer perceived as sufficiently reliable for mission‑critical loads.

Large‑scale electrification of heat and industry before 2030 appears improbable, and likely remains so for several years thereafter. Without decisive policy action, the probability of regional rationing, blackouts and cascading grid failures rises materially.

To restore Britain’s energy security, government must pivot from aspirational modelling to credible planning. This means supporting life extension of ageing gas generation, accelerating procurement of new dispatchable capacity, reforming network investment incentives to prioritise resilience, and reassessing electrification timelines. Net zero targets cannot be allowed to override public safety. Security of supply must once again become the foundational principle of UK energy policy.

New York’s leadership ought to be reading this report and paying attention to what Porter is saying. She’s scheduled to speak in New York City so one hopes the message is heard. For those who want a peek ahead of time, here is a 26-minute video she just made while in Houston, although most of what she says is summarized above.

The full report is packed full of data and I found this chart to be especially interesting as it illustrates exactly how the electrifcation proposed by greenies and pushed by grifters threatens to force everyone into rolling blackouts:

England, like California, may be too late to save. The same is true of New York if it doesn’t completely change direction immediately, but the rest of the states can learn from Porter and the UK debacle and save themselves. Let’s hope they do. And, thank goodness Trump has set the U.S. as a whole on a quite different pathe the Brits!

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