@jerryd
@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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