Infrastructure Insights

FERC Order 2023 reforms the clean energy interconnection process, aiming to reduce timelines from 5 years to 2-3 years through cluster studies and increased financial commitments.

Feb 14, 2026

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Brief

📊Policy & Markets

Transmission Line Development: The Critical Bottleneck for Clean Energy

The US needs to expand its transmission network by 60% in the next decade, but lengthy permitting processes of 10-15 years create a critical bottleneck for clean energy deployment.

Smart Grid Technology Enables Higher Renewable Energy Penetration

Smart grid technologies including dynamic line rating are increasing existing infrastructure capacity by 20-40%, enabling higher renewable energy penetration and deferring costly grid upgrades.

Renewable Energy Tax Credit Transferability Creates New Market

The IRA's tax credit transferability provision has created a $20B+ annual market, simplifying renewable energy project financing with credits trading at $0.90-$0.95 per dollar.

Zoning and Permitting Challenges for Utility-Scale Solar

Over 200 local jurisdictions have restricted utility-scale solar since 2018, with setback requirements, bans, and community opposition creating significant development challenges.

Power Purchase Agreement Structures for Corporate Clean Energy Buyers

Corporate clean energy PPAs exceeded 50 GW globally in 2025, with evolving structures including VPPAs, physical PPAs, and aggregated deals driving solar prices of $25-$40/MWh.

Jan 6, 2026

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