BaseLoad Capital (jerryd)

Most attention is on new generation capacity. More solar. Bigger wind. Cheaper panels. Capital should be watching what happens after the power is produced like :- • Grid constraints • Interconnection delays • Storage in the right locations • Load balancing and transmission upgrades These are where good projects stall and where patient capital quietly wins. Technology gets the headlines. Infrastructure decides what actually scales. The gap between the two is where long-term returns tend to live.

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@jerryd The next decade won’t be defined by AI alone. It will be defined by who controls clean energy, storage, and infrastructure. I’ve spent years working in renewable energy not the hype, but the hard, unglamorous work of systems that actually scale. The biggest mistake I see investors make? Chasing returns after governments, utilities, and institutions have already moved. Real opportunity lives before headlines. Here to share grounded insights on renewables, energy markets, and where long-term capital quietly wins. Follow if you’re thinking in decades, not quarters. #RenewableEnergy #CleanEnergy #EnergyTransition #SustainableInvesting #ClimateTech #GreenInfrastructure #LongTermInvesting #EnergyMarkets #FutureOfEnergy #SmartCapital

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@jerryd Why grid congestion is the real bottleneck (not generation) Most discussions around clean energy focus on building more generation. Solar, wind, batteries the technology is no longer the hard part. The real constraint is the grid. • Transmission lines weren’t designed for today’s load patterns or decentralised generation. • Interconnection queues now stretch years, not months. • Projects that are fully financed and built often sit idle, waiting for grid access. • Congestion turns cheap renewable power into stranded assets. This is why regions with abundant generation still experience high prices and curtailment. The quiet opportunity isn’t just in producing electrons it’s in moving them. Capital that understands transmission upgrades, storage placement, and grid-scale coordination will outperform capital chasing the next generation breakthrough. Infrastructure moves slowly. Returns accrue to those who position early.

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Hey

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