Presentation: Mapping New Power Demand in the USA

Synopsis

• Which regions and corridors are witnessing the fastest demand acceleration, and why
• How new industrial, AI, and data center loads are altering traditional demand forecasts
• The role of electrification (transport, heat pumps, industrial) in sustaining structural demand growth
• Grid and interconnection constraints: transmission bottlenecks, siting risks, congestion
• Implications for solar and storage: behind-the-meter vs front-of-meter deployment strategies
• How developers and investors should align project location, sizing, and revenue models to capture new demand growth