Infrastructure Challenges

Massachusetts queue delays put 2027 solar tax credits at risk

Catalyst Power says a Massachusetts project tied to a 2029 upgrade could lose 30% to 50% of ITC value before grid work is done.

AI data centers are cementing natural gas as the U.S. grid's indispensable fuel

Rising AI power demand is reinforcing natural gas's grip on U.S. electricity, with nearly 2,000 gas plants and 3 million miles of pipelines too embedded to disp

Europe's summer heatwave is forcing simultaneous power crises across Italy, Hungary, and France

Heatwave stress is hitting European power grids from multiple directions at once, straining procurement teams reliant on stable wholesale electricity prices.

Utilities face a $240 billion capital squeeze as affordability pressure mounts

Fitch downgraded the utility sector outlook while EY flags record investment needs, leaving operators caught between surging demand and rate recovery risk.

$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 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.

Europe's power grid buckles under record heat: outages, nuclear cuts, and soaring prices

A continent-wide heatwave is straining Europe's electricity networks, forcing nuclear cutbacks in France, grid alerts in the UK, and a major outage in Germany.

Data centers drove half of US electricity demand growth as time-to-power becomes the defining constraint

Data centers accounted for roughly 50% of US electricity demand growth, far outpacing the global share of 17%, with power timelines now outstripping build timel

Hydrogen, EVs, and RNG—Which Fuel Wins the Future of Clean Transportation?

The race to replace gasoline reveals a fragmented future where competing technologies each hold promise for different transportation challenges

Utility Asset Maintenance Comes with Hidden Challenges Companies Can Get Ahead Of

Invisible asset problems are costing utilities more than they realize, but proactive monitoring strategies can close the gap