The Billion-Dollar Queue Strangling America's Future
Capitality Research
Capitality Research
Originally sent to subscribers on 1/15/2026. Full article will be public on 1/22/2026.
A silent crisis is strangling America’s energy ambitions, with trillions in capital trapped in a bureaucratic queue for grid access. This manufactured scarcity creates a brutal financial chokepoint, distorting investment and revealing the profound failure of centralised infrastructure planning.
This article is currently subscriber-only. It will be available publicly on 1/22/2026.
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