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Most people think the energy transition is just solar panels and wind turbines. It’s not. More renewables mean more intermittency. More intermittency means more storage. More storage means smarter grids. Smarter grids mean more flexibility. Solar panels are only the visible part. The real money and the real work are in the infrastructure around them: batteries, transformers, cables, substations, and the people who build and operate them. That’s what I’m watching.

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