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Weekly Newsletter

Renewable investment enters a new phase as grids become the limiting factor

Renewable energy investment is reported to exceed $700bn in 2026. Yet the industry's central challenge is changing. Grid bottlenecks, policy uncertainty and growing demand for firm low-carbon power are becoming more important than access to capital in determining which projects get built.

Thom Atkinson June 23 2026

The industry’s next divide may be between projects that can secure access to the network and those that cannot. Credit: Porstocker/Shutterstock

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