Tomorrow's supply chain - Grid Reform: the unexpected supply chain risk

Typically when you think about supply chain risks related to building out the energy grid, physical raw materials such as turbines for wind, panels for solar, etc. first come to mind. The U.S. has done a lot to remediate the supply chain issues post COVID in reducing port backlog, etc. However, one key component is in short supply: permits needed to build the necessary energy infrastructure. Without a permit reform, smoothing out the physical commodity supply chain issues won't get us any closer towards our energy transition goals.