The bottleneck after the chip
AI investment becomes useful only when a chain of physical systems starts working. The next question is who can deliver the connection.
Energy & Infrastructure
The physical conditions behind a delivery date.
Research
A generation queue is not a data-centre queue
Berkeley Lab’s 2026 edition is a valuable dataset with a specific unit of observation.
485 TWh to 950 TWh: an outlook, not a delivery ledger
The IEA’s 2026 data-centre projection needs both its baseline and its uncertainty label.
Before the percentage, find the denominator
A total becomes informative when the population, stage and time window are explicit.
Electrification changes where energy risk sits
Reducing fuel imports is one part of energy security. The next test is whether the electricity system can deliver when customers need it.
The grid capacity hidden in plain sight
Better use of existing networks can open a faster route to power. The difficult part is turning technical potential into a dependable connection.
One power project, three clocks
The Crane nuclear restart shows why a power contract, a regulatory milestone and an operating date belong on separate timelines.
Signals
Power access may control the delivery date
A project-level hypothesis linking energization milestones to usable AI capacity.
Crane restart: from target date to working power
Follow the Crane restart across its announced schedule, regulatory decisions and evidence of electricity generation.
Research briefs
From announced capacity to working infrastructure
An evidence protocol for following AI projects across chips, power and capital.
From the Knowledge library
Gas Reserve Mechanisms and Flexibility Options
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Examines how flexible electricity demand can support system operation beyond managing peak consumption.
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A retrospective account of recent energy demand, supply and emissions developments.
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A retrospective account of 2024 energy demand, generation and emissions.
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Power demand, generation, prices and reliability, with forecasts through 2027.
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The next annual reference in the renewables outlook series.
View originalWorld Energy Outlook 2025
The annual outlook for long-term energy-system research.
View originalElectricity 2024
Electricity demand, supply and emissions forecasts through 2026, including the role of data centres.
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Renewable energy market analysis and forecasts.
View originalWorld Energy Outlook 2024
Energy pathways and their assumptions; a reference for scenario comparison.
View originalModernising Grids in the Age of Electricity
Digitalisation, grid-enhancing technologies and AI for making better use of electricity networks. Distinguishes system-wide potential from network-specific operating limits.
View original