If Renewables Keep Scaling This Fast, What Actually Becomes the Bottleneck?

u/MrGuyTheDudeMan · Reddit — r/ValueInvesting · March 23, 2026 at 20:22 · ⬆ 16 pts · 💬 21 comments  | View on Reddit ↗
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Summary

  • The post discusses the rapid expansion of renewable energy capacity and questions what structural bottlenecks will emerge as a result.
  • The author identifies grid infrastructure, energy storage, critical minerals, and real-time supply/demand coordination as the primary friction points against rising demand from AI, EVs, and electrification.
  • Quality assessment: Speculation / Macro discussion. The post is a high-level thematic inquiry meant to spark discussion rather than a detailed due diligence report.
Score 16
Comments 21
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