White papers, research reports, and analysis on power infrastructure investment
A structural analysis of US power generation capacity requirements through 2035. Our bottoms-up supply pipeline model projects a significant deficit between AI-driven demand growth and firm deliverable capacity, even under favorable supply assumptions.
Read paperThe critical path to new power has shifted from equipment procurement to permitting and interconnection. With ~1,000 GW of large-load requests in queues nationwide, this analysis evaluates 90+ utility territories on blended energy cost and interconnection speed to identify where scarce new generation can come online quickly and at competitive cost.
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