Energy Transition: archive
Every Energy Transition story in Infrastructure, newest first. 515 stories
1 story
CIB prices the loan and leaves the mine unnamed
A USD 14.4m loan to a Canadian gold mine arrives with a lender and two technologies, but no project size, owner, or power price.
12 stories
A $1.9B down payment on grid capacity
The federal government is funding the cheapest capacity available—more throughput from existing lines—but 31 projects won't resolve the grid's binding constraint.
Exelon turns a venture check into grid-planning procurement
Exelon deploys Optioneer across five states, turning a venture check into first call on transmission planning and a proving ground for Continuum.
DOE's $1.9 billion buys grid capacity on lines already permitted
Thirty-one projects add 23 gigawatts without a single new right-of-way, which is a price signal to every greenfield corridor sponsor still counting on federal backing.
Small solar's best argument on the Hill is local consent
Edward Yim's case for preserving distributed clean-energy credits is really a permitting argument, and it's the one Congress can most cheaply ignore.
Qair lands a 15-year offtaker; the price column stays blank
A Polish telecom's 15-year offtake is the underwriting fact Qair's September announcements never delivered, even with price and capacity still blank.
Hep takes a 35.7-MWp German solar project into construction
The milestone names the capacity and country; the owner, the offtake, and the price stay off the page.
Woodway is selling a 2028 delivery date, not molecules
The offtaker is unnamed and no term is disclosed, which is the point: what a data center buys when the queue runs to the 2030s is time, and it is priced in the dark.
Pacifico's 1.3-GW Vietnam survey licence prices only the option
The announcement names no offtaker, connection right, or sponsor, leaving the 1.3-GW figure to be weighted as an option.
Solar for All's $7B was frozen by politics, not markets
A court ruling may release the money, but the harder repair is the assumption that a federal award is bankable.
Sunrun and Tesla's 580 MW home-battery dispatch still has no price attached
A California residential fleet ran as a single grid resource, and the coverage never carries the compensation number that would make the record underwritable.
New York's 1.7 GW award comes with a number and no owner
A state capacity award beats the quarter's blank-column announcements, but it still prices nothing.
European Energy commissions 27 MW in Greece
No offtaker, no price, no named partner — a finished Greek wind farm with the same disclosure gap as September's German award.
14 stories
Offshore wind's real fight is over who signs the offtake
Equinor's Brooklyn staging yard is the visible end of a supply chain whose politics now run through Albany and Sacramento.
Microgrids become financeable only when utilities can model them
A panel of EPRI, PNM, and Sandia engineers argued that microgrids become financeable assets only when utilities can forecast and schedule them.
California bills the 25MW load, draws the disclosure line at 10MW
Seven laws shift grid costs onto operators, put water use under oath, and trade the blanket environmental exemption for a fast lane that runs through engineering.
FERC's cheapest route to PJM capacity runs through governance
A Harvard Law argument says the commission can reshape who decides PJM's planning protocol, and the amendment path is where transmission capital gets priced.
NorthStar completes 120 MW of Michigan solar with no price attached
The dated dispatch names no offtaker, no contractor, no cost. The only thing it prices is a capacity figure and a state.
Vestas books 29 MW, OX2 takes 200 MW of EnVentus
A fifth order item in five weeks leaves the blank price column intact, and the small number carries the more useful information.
Meta's seventh Apex PPA buys Texas grid access, not electrons
The 144MW Starling deal keeps Meta's clean-energy claims on ERCOT's grid while the price stays off the record.
Constellation sells Toyota a credit claim on Texas solar
A 115-MW REC contract gives the automaker a claim it can file and leaves the merchant risk on a balance sheet the announcement never identifies.
Negratin closes financing for 39 MWp of Colombian solar
A capacity figure, a country, and no terms — small-portfolio closes keep arriving as milestones rather than prices anyone can check.
Statkraft's 150 GWh offtake arrives without a price
A German hybrid contract announced as a volume is a demand signal, and the missing tenor is what leaves it unpriceable.
Nvidia doubles SB Energy to $3bn with no stake disclosed
A reported doubling to $3 billion arrives as a headline total and nothing else, leaving the market to price the backer's patience rather than the developer's equity.
DOE's $1 billion buys X-energy a cost curve, not a queue slot
Federal money absorbs the technology risk on a first-of-a-kind reactor; the interconnection, siting, and offtake risk that decides delivery stays entirely private.
Blackstone closes a 24.7% Eurowind stake, price undisclosed
A completed purchase with no consideration makes the missing number a disclosure posture rather than an early-stage omission, leaving the market no mark for the platform.
Eve and Fluence seal 206 GWh with no price attached
Storage's scarce input is a connection date, and a cell-supply framework buys none of it.
11 stories
North Carolina just made the customer contract part of the permit
The commission refused a 255 MW turbine on a question of who the power serves, and that test now sits under Duke's $103 billion capital plan.
RMI's 30% battery forecast is a 2024 number in 2026 clothes
Wood Mackenzie, the source of that growth rate, now sees utility-scale batteries flat in 2026 — leaving the report's community-payment math as its real contribution.
Nadara posts 273 MW of Sicily solar with partial Amazon offtake
A capacity claim with one named counterparty tells the market everything except what the asset is worth.
New Era's 20-year gas contract is standing in for a tenant
The offtake names the asset, the counterparty and the term, but phase one still has no customer — and the price column is blank.
Nuclear's scarce input is construction capacity; Kairos just bought some with equity
A 50MW demonstration with a 500MW Google option behind it is where advanced nuclear's announcement category gives way to a construction schedule.
Navaris wins 304.5 MW in Germany with the price column blank
A five-day-old fund holds German onshore capacity whose economics the report does not price.
Google buys a nuclear tariff, and 96 megawatts is the receipt
If Georgia's regulators approve the subscription structure, Southern Co. gains a copyable way to sell uprate megawatts to large loads, and every utility with an uprate candidate gets a filing to imitate.
Zelestra breaks ground in Germany with the price column blank
A 38.5-MW solar start announces capacity and none of the economics, marketing merchant risk to lenders and portfolio buyers.
Sierra Club scorecard finds big utilities retreating on climate goals
A pledge is the cheapest commitment a utility can make and the cheapest to retire, which is why the retreat lands on developers rather than on the firms that moved.
New York's battery bottleneck is the interconnection contract
A utility-developer fight in New York shows the constraint on urban storage has moved from the cost of the asset to the permission to connect it.
A green ammonia partnership with no project, buyer, or capital named
An announcement that names two firms, a product and a continent—and nothing that would let anyone price it or build it.
2 stories
North Carolina says no to Duke's 255 MW gas plant
A rare denial from the state's deferential utility panel turns gas capacity into a permitting question — and puts a price on time.
Oak Run clears Ohio siting board; the permit is the asset
Years of hearings gated 1,100 megawatts of Ohio solar and storage, and the coverage still names no owner, offtake or price.