Built for a Grid That No Longer Exists: The Looming Write-Down Crisis in Renewable Energy
Billions of dollars in solar and wind infrastructure, developed against optimistic assumptions about storage deployment and grid modernization timelines, are beginning to show signs of premature obsolescence. The financial consequences extend well beyond individual investors, touching utility planning, ratepayer costs, and the broader trajectory of America's energy transition. Examining where the miscalculations occurred—and what can still be salvaged—is a matter of pressing public interest.