We’re excited to announce that our in-depth analysis “Deep Dive into CAISO Load Growth” is now available to the public in a redacted version. California’s ambitious decarbonization goals are transforming the state’s energy demands in unprecedented ways, with electrification initiatives, EV adoption, and new data centers dramatically reshaping CAISO’s load profile.
Our report explores how these forces affect timing and magnitude of future resource needs—critical intelligence for navigating the market’s uncertainties.
Key highlights from our analysis include the following:
- Analysis of CAISO’s load growth composition including residential, commercial & industrial, EVs, and datacenters
- Fundamentals of key load growth drivers for electrification, electric vehicles, and data centers
- Scenario analysis comparing our Central outlook with Accelerated Electrification and Moderate Policy cases, highlighting implications for pricing and resource additions
If you would like to inquire about gaining access to the full report or have any questions about our CAISO coverage, get in touch with Barry Keane.
