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Data centers and their impact on the US power market

Our latest comprehensive analysis reveals unprecedented growth in data center power demand that’s reshaping America’s energy landscape. From Virginia to Texas, expanding data center operations are creating new challenges and opportunities for power market participants, with implications that reach far beyond traditional market dynamics.

Key Findings:

Our report provides critical insights into:

  • The current state of US data center demand, broken out by state and data center type
  • Forecasts of total data center power consumption vary wildly, from 248 TWh to 606 TWh by 2030; more aggressive forecasts require 10 GW new baseload capacity annually to meet data center demand alone, outpacing historical baseload additions supporting all load growth.
  • Some forecasts suggest annual growth will require record amounts of new capacity to be deployed
  • Critical implications for power markets, infrastructure planning, and energy investment

 

Download our detailed report for data-driven analysis of these developments and their implications for your business decisions.

If you have any questions or would like to learn more about our North American coverage, please get in touch with Daniel Perea.

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