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The Physical Power Crunch

24 primary sources 5 categories We publish the receipts

The essay The Physical Power Crunch

The demand shock

U.S. Energy · International · Electric Power

Today in Energy: data-center power demand and load growth

U.S. Energy Information Administration View source

Electricity 2026, Demand chapter

International Energy Agency View source

Powering Intelligence: U.S. data-center load scenarios

Electric Power Research Institute View source

National Load Growth Report 2025

Grid Strategies View source

Phantom data centers are flooding the load queue

Latitude Media View source

2026 Load Forecast Report

PJM Interconnection View source

The interconnection queue

Lawrence Berkeley · PJM Interconnection

Queued Up: 2026 Edition

Lawrence Berkeley National Laboratory View source

Over 800 new generation projects seek to connect under PJM's reformed process

PJM Interconnection View source

Turbines and transformers

Utility Dive · Latitude Media · POWER Magazine

GE Vernova expects an ~80-GW gas turbine backlog into 2029 (investor update)

Utility Dive View source

Siemens Energy's gas turbine backlog nears 70 GW; booked to FY2028

Utility Dive View source

Mitsubishi's large-frame gas turbine backlog reaches 35 GW

Utility Dive View source

5-year waits and rising costs: how demand is redefining the gas turbine market

Utility Dive View source

Gas turbine prices are up — and aren't going down anytime soon

Latitude Media View source

Transformers in 2026: shortage, scramble, or self-inflicted crisis? (citing Wood Mackenzie Q2 2025)

POWER Magazine View source

Power and distribution transformers will face supply deficits of 30% and 10% in 2025

Wood Mackenzie View source

Cleveland-Cliffs and U.S. electrical-steel / transformer capacity

Utility Dive View source

Hitachi Energy's $1B U.S. grid investment, incl. Virginia transformer plant

Utility Dive View source

Reliability and the rules

NERC · Utility Dive · McGuireWoods

Incident Review: considering simultaneous voltage-sensitive load reductions (July 10, 2024 event)

NERC View source

Sudden data-center load losses prompt NERC alert and recommendations

Utility Dive View source

NERC issues rare Level 3 alert over data-center load losses (May 2026)

Utility Dive View source

2025 Long-Term Reliability Assessment

NERC View source

Texas Senate Bill 6 expands regulatory oversight over large loads in ERCOT

McGuireWoods View source

The on-site response

Enverus · Utility Dive

Time to Power: fast-tracking data-center energization in a constrained grid (~5-year interconnection)

Enverus Intelligence Research View source

NRC approves NuScale small modular reactor design; first plant ~2030

Utility Dive View source

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