By Richard Wiggins, Managing Editor/Senior Advisor at CAIA and Aaron Bloom who works for an energy developer and is on the board of Energy Systems Integration Group. The grid is old, boring and the biggest untapped investment since David Swensen championed alts. Energy transition is a thing. And it should be because the environmentalists are winning: As of 2020, renewable energy accounted for 20 percent of U.S. power generation.