Clean Energy Growth Confronts Infrastructure Lag

Clean Energy Growth Confronts Infrastructure Lag: Grid Funding, Tariffs, and Supply-chain Strains Shape Q3 2025 - Quarter 3 2025

Case for tracking:

In Q3 2025, renewable energy growth ran into major infrastructure challenges. Solar and wind projects are being built faster than grids can handle them, slowing progress in several regions. In the U.S., new tariffs on solar imports and the cancellation of key transmission lines delayed projects, while states like New York pressed ahead with clean-energy plans and large battery sites. In Europe, high costs and local opposition made it harder to expand the grid, even as the U.K. upgraded its contract system and built new substations to connect remote wind and solar farms.

Companies are now investing heavily in grid backbones and substation upgrades to move renewable power where it’s needed. Supply-chain limits and slow permitting remain big hurdles for connecting clean energy to demand centres. Governments are under pressure to accelerate grid funding and simplify approvals to keep up with renewable targets. The key message this quarter: clean energy can’t grow without stronger grids, faster approvals, and investment in transmission and substation infrastructure.

Volume of Mentions from Energy Considered’s Key Opinion Leaders:

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