"For years, renewable energy proponents have hoped to build a U.S. electric grid powered by wind, solar, geothermal and — to a lesser extent — nuclear power..."
writes the Washington Post. In America's power markets "the economics of clean energy are strong," with renewable energy cheaper than fossil fuel plants in many jurisdictions.
But the Post spoke to the "electricity modeling" director at nonpartisan clean energy think tank Energy Innovation, who offered this assessment. "The technology is ready, and the financial services are ready — but the question nobody really put enough thought into was, could the government keep up? And at the moment, the answer is no."
[R]enewable developers say that the new technologies are stymied by complicated local and federal regulations, a long wait to connect to the electricity grid, and community opposition... "The U.S. offshore wind business is at a very nascent stage versus Europe or China," Rob Barnett, a senior analyst at Bloomberg Intelligence, said in an email. "With the new permitting pause, it's doubtful much progress for this emerging industry will be made...." After the Inflation Reduction Act passed, Rhodium Group — an independent clean energy research firm — estimated that between 2023 and 2025, on average, the country would add between 36 and 46 gigawatts of clean electricity to the grid every year. Late last year, however, the group found that the country only installed around 27 gigawatts in 2023. The U.S.'s renewable growth is now expected to fall on the low end of that range — or miss it entirely.
"It actually is really hard to build a lot of this stuff fast," said Trevor Houser, partner in climate and energy at Rhodium Group. As a result, Rhodium found, the country only cut carbon emissions by 0.2 percent in 2024... A significant amount of this lag has come from wind power, where problems with supply chains and getting permits and approval to build has put a damper on development. But solar construction is also on the low end of what experts were expecting...
Developers point to lags in the interconnection queue — a system that gives new solar, wind or fossil fuel projects permission to connect to the larger electricity grid. According to a report from Lawrence Berkeley National Laboratory, it can now take nearly 3 years for a project to get through the queue. The grid operator that covers the Mid-Atlantic and parts of the Midwest, PJM, had over 3,300 projects in its queue at the end of 2023. The vast majority of these applications are for renewables — more than the entire number of active wind farms in the nation... There are possible solutions. Some developers hope to reuse old fossil fuel sites, like coal plants, that are already connected to the grid — bypassing the long queue entirely. The Federal Energy Regulatory Commission has instated new rules to make it easier to build transmission lines.
Part of the problem is that wind and solar facilities "sometimes need to be built hundreds or even thousands of miles away" — requiring long transmission lines. Sandhya Ganapathy, CEO of EDP Renewables North America, tells the Post that in America, "The grid that we have was never designed to handle this kind of load." And yet last year just 255 miles of new transmission line were built in the U.S., according to the American Clean Power Association. And Ganapathy also complains that approval for a new renewable energy project takes "anywhere between six to eight years" — which makes developers hesitant to build. "Why are we taking a big risk of a massive investment if I will not be able to sell the electrons?"
The end result? The
Washington Post writes that "Experts once hoped that by the end of the decade the United States could generate up to 80 percent of its power with clean power... Now, some wonder if the country will be able to reach even 60 percent."
