Iberdrola is building its franchise in Australia and they would have the capabilities to upgrade networks. However, seems they do not have a large grid base in Australia. At least, given their exposure to renewable energy in Australia, they will be willing provide upgrades that it can run their operations smootly. The problem, it is such a small portion of the overall business, so not the optimal way to play this. Same with ABB.
I find this useful. see list of stocks in link. But also here, I know for example that Solaredge is providing microinverters for solar modules to convert energy accordingly. So you see, this is also another area. And thus, solaredge is loosing market share against Enphase....
