Where will the Load come from? Forecasting US Power Demand Growth

Synopsis

• How are data centers, AI buildouts, and manufacturing reshoring reshaping US power demand curves over the next decade?
• What are utilities and ISOs forecasting for load growth regionally, and how are they planning capacity to meet it?
• Which sectors (industrial, commercial, residential) are expected to drive the steepest increases, and how might electrification of transport and buildings compound demand?
• How are investors viewing demand growth forecasts when making siting and capital-allocation decisions for storage?
• What role will large corporate offtakers and energy-intensive industries play in shaping grid planning and contracting models?