Energy · Topic
Infrastructure Capacity
3 articles from Energy practitioners
$1.1 trillion in grid investment and AI data centers still face decade-long connection waits
Utilities plan $208B in grid spending in 2025 alone, yet data centers in Northern Virginia can wait 14 years for a grid connection.
Energy transition market reaches $3.17 trillion in 2026 as grid connection backlogs stall 1,650 GW of capacity
The global energy transition market hits $3.17T in 2026, but 1,650 GW of renewable capacity sits in grid connection queues worldwide.
Energy transition market approaches $3.2 trillion in 2026 as grid bottlenecks emerge as the critical constraint
The global energy transition market hits $3.17T this year, growing at 11.1% CAGR, but 1,650 GW of renewable capacity is stuck waiting for grid connections.