Powerhouses: monitoring grid developments from Texas to California and beyond
How advanced analytics and real-time forecasting reveal the next phase of US grid transformation from Texas to California
1 minute read
Rebekah Llamas
Head of Market Intelligence, Power Markets Research
Rebekah Llamas
Head of Market Intelligence, Power Markets Research
Rebekah oversees our Short-term Market Intelligence Team for North America.
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Fully loaded: the potential impact of large demand centres on US short-term power markets
Harindra Cherukuri
Market Analyst, CAISO
Harindra Cherukuri
Market Analyst, CAISO
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View Harindra Cherukuri 's full profileUS power demand has burgeoned in recent years amid soaring demand from new energy-intensive manufacturing plants and, in particular, data centres.
Wood Mackenzie’s Power Trading Analytics solutions are currently tracking 116 GW of data centres either under construction (17 GW) or committed through utility agreements (another 99 GW), equivalent to 15.5% of US peak power demand.
There is ‘advanced conversation’ on or near-term forecasts of a further 32 GW of capacity, resulting in 147 GW of high-probability load, or 20% of US peak demand.
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