https://www.threon.energy/threon-insights daily 0.75 2026-03-25 https://www.threon.energy/threon-insights/the-energy-transition-has-a-misalignment-problem-and-some-actors-benefit-from-it monthly 0.5 2026-03-25 https://images.squarespace-cdn.com/content/v1/68c6a082b4f3b94ac7f2d350/3aa24c70-e895-4afc-a733-b5f238eef324/Screenshot+2026-03-25+at+13.22.09.png THREON Insights - The Energy Transition Has a Misalignment Problem — And Some Actors Benefit From It - According to the International Energy Agency, global energy investment reached approximately $3 trillion in 2024, with $2 trillion going to clean energy technologies and infrastructure. The system is therefore not responding to inefficiency by slowing down. It is continuing to scale while carrying that inefficiency forward. International Energy Agency (IEA) - World Energy Investment 2024 https://www.threon.energy/threon-insights/approved-for-investment-unprepared-for-delivery monthly 0.5 2026-03-18 https://images.squarespace-cdn.com/content/v1/68c6a082b4f3b94ac7f2d350/ff306101-1720-481e-a69f-d12b19055f05/Screenshot+2026-03-17+at+02.21.43.png THREON Insights - Approved for Investment. Unprepared for Delivery. - Global renewable capacity waiting in grid connection queues now exceeds installed capacity in many markets — highlighting that the constraint is not capital availability or equipment performance; it is system absorption capacity. Source: International Energy Agency (IEA), Capacity of renewable energy projects in connection queues, 2024 https://www.threon.energy/threon-insights/energy-systems-under-fire monthly 0.5 2026-03-13 https://images.squarespace-cdn.com/content/v1/68c6a082b4f3b94ac7f2d350/b0b2bc90-6bbf-47ef-aa85-62881ec31ad2/Table+1 THREON Insights - Energy Systems Under Fire - This structural exposure is reflected in the scale of global maritime energy trade itself. According to the U.S. Energy Information Administration, roughly 79.8 million barrels per day of petroleum and liquids moved through global seaborne routes in the first half of 2025 alone, representing around three quarters of total global supply. As Table 1 illustrates, the concentration of energy flows through these narrow corridors means that even temporary disruption can force shipments onto far longer routes, increasing transit times, shipping costs and ultimately global energy prices. — U.S Energy Information Administration (EIA), Short-Term Outlook, February 2026 https://www.threon.energy/threon-insights/energy-transition-without-architecture-is-just-procurement monthly 0.5 2026-03-07 https://images.squarespace-cdn.com/content/v1/68c6a082b4f3b94ac7f2d350/46e52215-4942-4038-b8a8-a31f9e446e79/Screenshot+2026-02-28+at+05.15.02.png THREON Insights - Energy Transition Without Architecture Is Just Procurement - Across 312 World Bank and Islamic Development Bank contracts, 46% of delays occurred during contract execution and 36% during pre-planning and pre-tender stages. That means more than 80% of delays happened either before the tender was issued or after the contract was signed. Only 5% occurred during the actual tender process. — World Bank / IsDB Procurement & Contract Management Assessment (Figure 5.8 context) https://www.threon.energy/threon-insights/when-deployment-outruns-design monthly 0.5 2026-02-28 https://images.squarespace-cdn.com/content/v1/68c6a082b4f3b94ac7f2d350/729d301b-056a-472b-a457-7d2653668596/Screenshot+2026-02-28+at+06.13.50.png THREON Insights - When Deployment Outruns Design - Of projects requesting grid interconnection between 2000 and 2019, only 19% had reached commercial operation by the end of 2024. 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