Post by Thom Atkinson

Energy transition headlines often arrive as project news: another battery order, another wind farm, another biofuels plant. This week’s Energy Monitor newsletter has plenty of that. Eos Energy Enterprises, Inc. has its first FPUSA order for a 100MW/400MWh Texas battery project. SunZia Energy is fully operational, linking 3.65GW of New Mexico wind to customers across the western US. Petrobras has approved a $1.2bn biofuels plant in Brazil, and Syntholene Energy’s geothermal-integrated hydrogen demonstration in Iceland has reached operation almost six months early. The useful bit, I think, is what sits underneath those announcements. Our analysis looks at Latin America’s next clean power problem, the way grids are becoming the limiting factor for renewable investment, and the awkward gap between planned power generation investment and work that can actually be built. Money is still flowing. The harder question is how quickly projects can get through transmission constraints, supply chains, regulation and construction reality. A good issue for anyone tracking where the energy transition is speeding up, and where it is getting stuck. Read all about it 👇