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Featured in Curtailment creeps – 07-08 – 2026

Solar’s infrastructure obstacle

During the development of a recent utility-scale project in Texas’ ERCOT grid interconnection zone, Levona Renewables CEO Fernando Queiroz found his team spending more time evaluating transmission infrastructure, interconnection requirements, equipment availability, and utility procurement processes than discussing solar modules – a striking realization affecting project developers in the United States and beyond.
By
Fernando Queiroz
Transmission infrastructure increasingly determines project timelines in high-growth electricity markets such as ERCOT. | Photo: Levona Renewables

For years, the solar industry focused on lowering module costs, improving tracker technology, increasing inverter efficiency, and optimizing project financing. Those efforts transformed solar from a niche technology into one of the most competitive forms of new electricity generation in the world. Today, however, some of the most important variables affecting project schedules and economics …

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