Insight
From Nuclear to VPPs: The next-gen technologies competing to meet America's power boom
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Report summary
US power demand is growing at 3.2% CAGR through 2035, with data centres set to drive a 50% increase in this time period. Wood Mackenzie attended Heatmap's Energy Entrepreneurship Summit in Washington DC, where founders, investors, and policymakers converged around one question: which combination of technologies can keep pace? This report covers the six technology areas competing to answer it: next-generation nuclear fission, fusion, geothermal, grid infrastructure and GETs, DERs and VPPs, and US solar manufacturing. We assess where the capital is building, where the bottlenecks are real, and which near-term solutions are already moving faster than the wires.
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