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Weekly Newsletter

03 July 2026

Weekly Newsletter

03 July 2026

Power generation’s $8.28tn problem – too many plans, not enough buildable work

There is an unprecedented volume of planned power generation investment worldwide. Yet with 62.7% of project value still in pre-planning or planning, the industry's biggest challenge is no longer attracting capital. It is converting investment ambition into construction amid rising costs, supply chain constraints and growing regulatory complexity.

Thom Atkinson June 15 2026

The power sector has plenty of capital. Execution is the problem. Credit: Rawpixels stock/Shutterstock

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