Energy Transition: archive
Every Energy Transition story in Infrastructure, newest first. 515 stories
20 stories
Fervo-Google pact prices next-gen geothermal as infrastructure
A nearly 400-MW offtake gives enhanced geothermal a revenue floor — and a test of whether hyperscaler contracts can underwrite the subsurface.
Battery and inverter supply chains face a new policy gate
BloombergNEF expects the Aug. 26 executive order and Treasury's FEOC guidance to delay or cancel storage projects, adding policy risk to a pipeline already carrying merchant risk.
DayOne's Selangor MOU books 1.5GW of power before the campus breaks ground
The non-binding TNB deal adds on-site generation and battery storage to a project that has not closed its land purchase.
KPI Green lands 76.6-MW Gujarat hybrid LOI
The letter of intent gives the project a place in the development pipeline; the PPA that would give it a price has yet to appear.
MISO carves out data centers as a new load class
A 25 MW IT threshold creates a computational load class, letting the grid operator aim reliability requirements specifically at data centers.
Record 20.2 GWh battery quarter leaves capital stack unstated
The deployment record is real, but the project names and offtake terms that would make it an infrastructure proof are absent.
California drops funding for its biggest VPP
California's budget leaves Demand Side Grid Support without new money — a reminder that even successful programs are political line items.
Waaree's $37m Arizona bet on onshore solar
A small factory-floor outlay points to where solar's scarce assets now sit.
TEAL's Spanish platform launch carries no capacity figures
A platform launch with no capacity, sites, or offtake terms is the unpriced energy deal in its purest form.
Helsinki heat-reuse deal gives AI buildout a utility backstop
OnZero's agreement with Helen prices data center waste heat as a utility product, a step toward making merchant AI capacity bankable.
France's second hydrogen auction is price discovery
The 250-MW round is small capacity but a real benchmark for a sector that has been living on unpriced announcements.
Ørsted's 920-MW buildout lands with the terms still in shadow
Construction is real; the missing offtake detail is the sector's recurrent tell.
Project Cayman has a land deal, not an offtake
A 2.88GW gas-and-battery campus in southern Louisiana has a site and a public-meetings calendar; the data center customer that would pay for it has yet to sign.
Miners become their own grid as DRC hybrid starts
A hybrid plant's baseload supply to a DRC copper miner signals the rise of captive power, though key terms remain undisclosed.
Brookfield's Solarity buys 5.2 MWp of Chilean C&I solar
A routine C&I buy in Chile shows distributed solar still transacts in human-scale increments while the headlines chase gigawatts.
Genesis' US$74m solar FID is a queue position play
The FID buys a place in the connection queue; the offtake question decides what it is worth.
ERG repowers France, trades grid rights
The 22.5-MW start-up shows the template that adds capacity without joining the interconnection queue.
China's solar capacity overtakes coal for the first time
The milestone puts China's solar fleet ahead of coal; grid constraints will decide what that capacity is worth.
Australia's $76m solar grant funds the old bottleneck
A public R&D bet on solar economics lands just as the industry's scarce asset shifts from panel cost to the permission to connect.
Cloudberry closes Orron's Nordic platform buy
A Nordic platform changes hands as the transition premium moves downstream to grid rights and contracted revenue.
16 stories
Cape Town's 70 MW solar PPA sidesteps Eskom
The capacity is modest; the precedent is not.
Tata Group switches on 100 MW of captive solar
A 100 MW self-supply asset is a planning tool for the conglomerate and a warning for the merchant queue.
Elawan's 20-MW Spain filing puts permits first
A hybrid storage permit application shows the transition's binding constraint is permission to connect.
Catalonia's 300 MW solar build: consent is the asset
The announcement clears a political hurdle; the offtake and grid slot will decide whether it clears a financial one.
Sunotec breaks ground on 100-MW/441-MWh German BESS
The 4.4-hour block is a construction milestone, but no offtake terms appear alongside it.
Natural Power wins ground survey for 2-GW British HVDC link
The small survey award is real money spent holding a place in Britain's transmission queue.
Creos breaks ground on 17-km hydrogen pipeline in Saarland
Construction has begun on a 17-km hydrogen pipeline in Saarland; the customers who would pay to use it have not been named.
A Red Sea utility starts up without an owner, capacity, or offtake named
The milestone is real, but the report discloses no owner, capacity, or offtake.
RWE's Nordseecluster A passes halfway mark
The construction milestone moves the 660-MW project's risk into the second half of the build.
JA Solar's $104M manufacturing loan keeps terms private
A one-line financing announcement extends a run of opaque supply-chain deals that are moving solar capital out of public view.
Engie Chile switches on 251 MW of battery storage
The completion is real; the contract that would value it is not public.
Vattenfall buys German wind project; the permit is the prize
A 43.2-MW permitted site prices the scarce asset in German wind: consent.
Japan's SMFL Mirai takes 35% of PetroWind
A minority stake with no disclosed terms leaves the market to read the structure: a bet on PetroWind's pipeline rather than control of the developer.
Borkum Riffgrund 3 reaches commercial operations
Germany's newest offshore wind farm is generating power. The offtake and grid terms that would price it as infrastructure are not public.
CIP's 408-MW Queensland wind deal lacks the number that prices it
The Aug. 31 report gives a project size but no purchase price, offtake terms, or commissioning date, leaving the deal a wager on merchant power rather than infrastructure.
JCM Power wins 30-MW solar bid in Mozambique
The award names no buyer and no price; the missing offtake terms will decide whether JCM Power has won infrastructure or a merchant bet.
4 stories
Chile's renewables hit 41.9% and the grid test begins
The share of generation is a milestone; the next number is what those megawatts earn.
Westbridge puts 225-MW solar-plus-storage project on the block
The Canadian asset's price will show whether storage converts merchant solar into firm infrastructure.
Waaree wins 291-MWp India solar-storage EPC job
The battery inside the EPC scope matters more than the megawatts.
A 199MW wind deal that anchors the capital stack
Amazon takes 199MW of Swedish wind; the merchant tail at Fagerasen prices the risk the hyperscaler chose not to take.