Grid connection backlogs stall 1,650 GW as energy transition market reaches $3.17 trillion

MarketScale reports that the energy transition market is worth about $3.17 trillion in 2026, while 1,650 GW of renewable capacity remains stalled in interconnection backlogs. The article cites solar, wind, battery storage and hydrogen as simultaneous investment areas, but points to grid queues as the defining operational constraint. For developers and utilities, reducing connection delays may unlock more value than chasing the next marginal equipment cost reduction.