Why electricity demand is suddenly the story
AI data centres are pushing US electricity demand higher, creating a massive need for grid infrastructure, power generation and storage.
The capital is already moving
US energy utility spending could reach $1.3 trillion by 2030, as utilities prepare for rising demand from AI and data centres.
This is not the clean energy story of 2020 and 2021
This time, the demand is backed by real electricity needs and long-term contracts, not just subsidies and sentiment.
But there’s a catch
Transformer shortages, permitting delays and grid bottlenecks could slow the buildout.
The bigger picture
The AI boom is creating a power problem. And solving that problem could create a multi-year investment opportunity.
Read the full blog, here: The Grid Constraints of 2026: Why the Energy Transition Cannot Wait