@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.

1 reply

0 recast

1 reaction