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19 January 2026
Sourcechange
Power Infrastructure & Battery Technology

Market Signal: execution risk, not capital, is what stalls projects

Projects are stalling on interconnection queues and grid congestion rather than capital.

US energy projects are stalling on execution risk rather than capital or technology. Interconnection queues, grid congestion, and power availability now drive project timelines, with waits of five years or more the new baseline, and they dictate site selection and go/no-go decisions.

The signal Grid strategy is moving into the pre-development phase. The teams moving fastest treat it as a foundational risk rather than a downstream problem, and that is redefining what bankable means across energy, storage, and data center development.

Hiring Demand is surging for Interconnection Experts and Grid Strategists who can navigate this complexity from day one. It shows up across interconnection, transmission, and grid-facing development roles.

View the original post on LinkedIn →