Energy Transition: archive
Every Energy Transition story in Infrastructure, newest first. 515 stories
2 stories
Germany's solar run-rate holds while wind permits slip
A 1.69 GW August keeps German solar on a 20 GW annualized pace; the wind number arrives without a figure anyone can size risk against.
Aura Power commissions 49.9 MW with no price attached
The Lincolnshire milestone confirms steel in the ground while leaving the merchant exposure — and platform value — unstated.
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EPA kills the carbon-capture mandate, and gas wins the capital stack
Monday's repeal removes the compliance reason to build capture at power plants and leaves a gas buildout that utilities and cooperatives had already sized as the transition's default asset.
Pennsylvania puts a 2030 date on PJM's capacity shortfall
A Pennsylvania study models 13.20 loss-of-load days in 2030 and a reference case nearly six times the planning criterion, making firm capacity and grid position the scarce assets and leaving merchant renewables exposed.
B2U's 10 MW template moves fast, but the tolling counterparty is missing
Two ERCOT sites and a Waymo supply agreement still leave the number that matters missing: a named tolling counterparty.
The grid's bottleneck is a price on new supply
NERC's chief wants a shift in the approvals habit that built almost nothing for three decades. The missing piece is a name and a number on new supply.
Novva's 3.17-GW Argentine acquisition lands with no price attached
A capacity, a country, a buyer and a seller's acronym; everything that would price the deal is missing.
Econergy enters France with 740 MW and no price
A whole-platform entry into French onshore wind arrives with a capacity figure and none of the terms that would make it evidence.
Generate Capital lines up 114 MW of community solar financing, terms unstated
The community solar financing carries a megawatt count and nothing else, which is now the transition market's default way of announcing an asset.
TURN2X's EUR 20m e-methane raise names no buyer for the gas
Twenty million euros is validation money: enough to prove a process, short of the capital stack a commercial facility needs, and no buyer is named for the molecules.
CQP's Queensland wind nod is a permit, not a buyer
Federal environmental approval clears the build file for a 360-megawatt wind farm while leaving offtake, capital and connection risk where they were.
Brazil's 1.9 GW arrives without a buyer named
A country-level capacity figure is the quarter's most concrete energy number, and it still leaves the demand side blank.
Airenergy's Polish wind buy arrives with an IPP pivot and no price
A deal disclosed without capacity, tariff, or counterparty joins the quarter's unpriced renewables and leaves merchant risk on the buyer's books.
Britain clears 2 GW of transmission and prices none of it
Transmission clearance is the gate on offshore wind, but a milestone with no cost, owner, or funding route leaves the merchant risk attached to everything downstream.
Amata and B.Grimm plan Thai floating solar, leaving tariff and grid blank
The announcement names two sponsors and a capacity figure, but not the tariff or the connection that would tell a lender whether the project can pay.
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Parliament takes up the risk of the wind lull
The inquiry turns a weather problem into a question about firm capacity and who pays for it.
Norway's EUR 13.9m guarantee is the only number in a Scatec solar deal
The South African project arrives with no site, capacity, offtake counterparty or tariff, leaving the sovereign as the only party to have priced its exposure.
Revolve's 9.6-MW buy is too small to read as a market test
A cross-border wind acquisition with no disclosed price says more about the bottom of the renewables M&A market than it does about the buyer.
Palisade's 1.4 GW Australian buy arrives without a price
A pipeline purchase in a market where connection rights set value — and the disclosure stops at the headline.
Naturgy pays €330m for Spanish grid it already holds
A repowering program adds megawatts at connections already in hand, but the missing offtake is where the value gets decided.
An Idaho county reopens the door it slammed
Bannock County's reversal vote on utility-scale solar and wind is a test of whether permitting consent, now the binding constraint on U.S. power, can be bought back with better economics.
Masdar and Luxcara's EUR5bn tie-up arrives without a price
A headline number and two technologies, with no capacity, counterparty, or structure disclosed anywhere.
Latvenergo pursues 250 MW with no seller, price, or offtake named
The target capacity arrived without the terms that turn appetite into a transaction.
Nordex's 34-MW repowering order is a number with no buyer
A 34-MW turbine order for German repowering arrives as a capacity figure, with the buyer, site, and money still behind the paywall.
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Data centers can sell grid services instead of begging for power
Utilities already block the fast-deploy diesel bridge they distrust, which makes on-site storage and an efficient DC backbone the difference between a connection and a queue.
12 stories
The court hands the retirement calendar back to the states
The D.C. Circuit's reading of section 202(c) leaves dispatchable capacity to earn its premium in capacity auctions and state procurement dockets, not by federal order.
Pennsylvania moves to price grid access for data centers
A curtailment rewrite and a standing cost-of-capital docket will decide which PJM load gets financed, and other state commissions will be reading the order.
Winter reliability now rides on interregional transfers
Peak outages fell sharply from Elliott and Uri; FERC/NERC credit coordination and transfers, not new steel.
Cox's $800m hybrid retires a Mexican debt and names no coupon
An $800 million refinancing of a Mexican project arrives without a coupon, tenor or ranking, leaving Cox's true funding cost unresolved.
TAR raises $120m for off-grid AI power and leaves its counterparty unnamed
The offtaker, the instrument and the megawatts are missing, and off-grid AI power stays on the discounted side of capital until one of them surfaces.
Qair's Polish groundbreaking names megawatts, not money
The week's second Qair milestone arrives with equipment and capacity but no price, the disclosure pattern this sector now rewards.
Bosnia's EPBiH awards 50 MWp solar contract but names no contractor or price
A Bosnian utility has awarded a 50-MWp solar construction contract, and the record stops short of the counterparty, the price and the site.
Spain tenders 937 MW of grid capacity with no terms attached
Spain will auction grid capacity in a coal phase-out area without a price, a deadline, or a revenue guarantee, leaving a headline figure as a statement of intent until the tender document arrives.
Georgia Power adds 1,137 MW of solar through other people's balance sheets
An approval with no counterparties and no prices extends a utility habit: letting the other side of the contract carry the construction risk.
Sonntag takes GridParity's agri-PV arm with no price attached
When an insolvent developer hands its agri-PV business to a single named buyer and no number follows, the transfer itself becomes the only evidence of value.
India's 6.6 GW rooftop number arrives without a capital figure
The first-half rooftop addition arrives with no capex, no customer split and no financier named.
1.5 terawatt-hours shipped; the cash flow is another matter
Battery deployment crossed 1.5 terawatt-hours last year with electric-vehicle packs and grid storage counted together; only the grid half waits on contracts a lender will underwrite.
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Google funds PG&E's virtual plant, and the price stays private
SHARE enrolls hardware that is already in homes, which makes coordination rather than construction the capacity Google is paying for.
Solar's growth lands in ERCOT and MISO; PJM's load goes to gas
EIA's forecast puts double-digit solar growth in Texas and the Midwest while the market carrying nearly half of national generation growth meets its load with gas.
Umbrella's €1.9m refinancing names a price and no counterparty
Spain's small-solar refinancing market remains unreadable while notices carry sizes and withhold spreads.