The Daily Brief The one thing holding back clean energy
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Jun 9, 2025 A deep dive into the urgent need for improved electrical infrastructure is the focal point, revealing how underfunded grids hinder clean energy progress. The discussion also tackles the implications of recent monetary policy changes in India on economic growth and inflation. Additionally, noteworthy economic trends are highlighted, including the impact of inflation data and a new manufacturing agreement in the aerospace sector, alongside the rising silver prices in global markets.
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Grid Investment is the Bottleneck
- The biggest obstacle to the clean energy transition is underinvestment in power grids.\n- Expanding solar farms alone isn't enough without upgrading transmission infrastructure.
Transformer Shortages Slow Grid Build
- A worldwide shortage of transformers is greatly slowing grid expansion.\n- Key raw materials are scarce and geopolitical tensions worsen supply constraints.
Component Delays and Skilled Worker Gaps
- Waiting times for crucial grid components like cables have doubled, prices nearly doubled since 2018.\n- Skilled worker shortages add another layer of complexity to grid infrastructure development.