A lot of opportunity (and challenges) with Electric Transmission : https://www.canarymedia.com/articles/transmission/fixing-the-us-power-grid-a-challenge-for-2023-and-beyond
Nearly 1,400 gigawatts of solar, wind and energy-storage projects are now backed up in U.S. transmission interconnection queues.
Five years ago, the upgrades needed to connect a new project to the grid usually cost less than 10 percent of a project’s overall price tag. Now that’s grown to as much as 50 to 100 percent of the project cost.