The Energy Transition Desk 51 stories this week · 445 total

The pair signed a Spanish solar-storage PPA, but capacity, term, price, site, and the identity of the Shell buyer are all missing from the public record.

A six-figure payment keeps a factory position alive while the UK's floating wind pipeline still lacks the priced orders that would justify building it.

Tunisia's sixth solar round names 455 MW but no winners, tariffs, or timeline, leaving an acceptance still far from a buildable asset.

By inviting proposals instead of tendering named megawatts, EPS leaves the price question open until a project and a tariff appear.

Two firms and a territory, with no capacity, capital, or offtake in view — the termless pattern, now one step earlier.

A study award sits before any project has a name, and the questions that would make offshore wind investable are still open.

A UAE-backed ribbon-cutting confirms panels and batteries, but capacity, owner, and tariff stay off the record.

The megawatt count is real; the capital structure is not yet visible.

The offtaker's name does more underwriting work than the megawatts.

A state utility is buying forecast accuracy as a hedge against $100,000-an-hour winter spot-market misses.

ACP's count attaches a number to the schedule risk that wind developers and lenders cannot price.

The small modular reactor market is being shaped more by data-center power demand than by utility rate cases.

Canary Media's chart shows the raw inversion; its own headline says the revenue-relevant crossing hasn't happened.

Decree No. 936 bans Moscow-area mining through 2032, treating 1GW of load as sheddable and moving the pressure east.

A 438-MW storage acquisition points to the right side of the transition and leaves out every term that would value it.

The 25 GW target answers the siting question while leaving the grid connection and the buyer unresolved.

The price is infrastructure money for the conversion layer, but the terms that would justify it are missing.

Renewables Now records the arrival; the public record still names no owner, capacity, or buyer for the power.

The platform is sized and moving, but the missing financial terms keep it short of an investable asset.

A TenneT Netherlands green bond sale has drawn EUR 17bn with almost no terms disclosed, a market verdict on where transition capital now wants to sit.

Energy Vault has land for a 1-GWh battery in Australia, but the report omits the contracted revenue that would make it an infrastructure asset.

Until Pacifico attaches a project, a capacity figure, and an offtake contract, its $1bn pledge is an intention, not infrastructure.

A non-binding accord puts modular compute on 10-30MW waste-to-energy sites to skip grid queues; the first project agreement will set the price of that idea.

A scoping filing, with no capacity and no revenue claim, is the week's most honest permitting step.

The signed contract moves the company toward contracted revenue but leaves out the number that decides whether the asset earns infrastructure pricing.

A solar-plus-storage project on a reclaimed coal mine gives long-duration battery storage the one thing it has lacked: a hyperscaler willing to buy capacity, not just energy.

The Texas hybrid announcement names partners and a state, but no capacity, buyer, or price — another unpriced energy deal in the pattern PWD has flagged.

The 101-MWp solar park with Autoliv attached dwarfs Alight's 14.3-MWp Swedish start, and the revenue contract still has no named buyer.

The power and cooling supplier will pay $1.45 billion at close and up to $1.15 billion more for UtilityInnovation Group, a controls maker at the point where data centers wait for power.

Albany's carbon-free mandate lost its largest generator, and the state's new nuclear push is the resulting gap made visible.

The two-hour machine is live, but the revenue contract that would make it infrastructure is absent.

A 100-MWh storage approval shows how the energy transition's bottleneck has moved from panels to permissions.

Roughly a dozen Eastern Interconnection projects could cut retail rates and strengthen reliability, but approvals stand between the study and the wires.

Analysts read the geothermal tie-up as evidence of baseload scarcity, yet William Blair's risk list puts the doubt in the delivery chain, not the resource.

An 86-MW solar and Eos storage hybrid for Google will matter most if a larger repeat arrives with terms attached.

The reservation secures a place in Haffner's supply queue before OroCarbo has named a project, an offtaker, or an interconnection, leaving a claim on a future plant.