Lux Research is a research and advisory firm that helps innovation, technology and insights leaders at large companies decide which emerging technologies to back. Its analysts combine technology scouting, market analysis, policy tracking and data modelling to separate real opportunities from hype, so clients can validate near-term opportunities, speed up product development, find new markets and rethink business models.

Lux Research for utilities

For utilities and energy companies, Lux Research covers:

• Grid-edge innovation, including distributed energy resource management and microgrids
• Low-carbon power: nuclear, carbon capture, hydrogen, solar, wind and geothermal
• Resilience and reliability, including flow batteries and new transmission technologies
• Asset management, from advanced sensors to battery recycling
• New demand for power from data centres and electrolysis
• Policy and regulation

Services include analyst inquiries, custom projects such as roadmapping and market scouting, innovator assessments, research reports, and Luxer, its AI research assistant.

Lux Research and Future of Utilities

Article: AI, data centres and the grid: can power supply keep up?
Karthik Subramanian, an analyst at Lux Research specialising in low-carbon power generation, explains why data-centre flexibility is not the grid fix it is often presented as. Lux modelling found that shifting all computing load by two hours improved resource adequacy by only about 1%. He also covers speed to power, flexibility as a condition of grid connection, AI for congestion management, and which generation technologies are best placed to meet data-centre demand.

Video: Grid pressure, rising demand and the challenge of innovation decision-making in utilities
Jeroen Boon, Enterprise Account Executive, EMEA, at Lux Research, argues that information is no longer the bottleneck for utility innovation leaders. With grid congestion, data-centre load and geopolitical uncertainty all in play, the hard part is choosing which technologies to back and building support across teams with different KPIs.

Lux Research analyst Anirudh Bhoopalam, who covers microgrids and electrified mobility, is among the speakers at Smart Energy 2026 in London. Karthik Subramanian is speaking at Energy Transition Summit 2027 in Amsterdam.

Find out more

• Lux Research website
• Lux Research for utilities