Industrial policies to support sustainability targets are globally incentivizing the buildout of low-carbon technologies and the networks of infrastructure to deploy them. Delivering this infrastructure is at the center of the energy trilemma: How to build a system that is equal parts secure, sustainable and affordable? How are energy investors and project developers balancing the priorities of energy security and transition? How has the policy landscape shaped portfolio strategies? What challenges with transmission, permitting and interconnection need to be overcome to deliver energy to where it’s needed?