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Energy & Infrastructure4 min read · March 22, 2026

Global Solar Growth Set to Slow for First Time in Two Decades

Grid Bottlenecks, Permitting Delays, and Supply Chain Adjustments

WMSJ Infrastructure PracticeIndustry Advisory

Executive abstract

Following twenty years of exponential expansion, global solar PV deployment encounters physical grid integration bottlenecks and supply chain recalibration.

The constraint is no longer module manufacturing capacity; it is transmission infrastructure, substation capacity, and regulatory interconnection timelines.

Utilities and developers must transition from pure generation expansion to integrated battery storage, smart-grid dispatch, and automated demand response systems.

ClassificationSolar EnergyGrid ModernizationInfrastructurePower Markets

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