Line chart: Carbon Capture Market Size Forecasts ($B) — series: MarketsandMarkets (CCUS), Persistence Market Research (Industrial CO2)

Valero CCUS 2026, $2.1B Plan, Summit Carbon Solutions

Valero CCUS Infrastructure Risk, 3.1 M Ton Summit Deal, 8 Ethanol Plants, and 1…


Bar chart: Contrasting Time Horizons for UK Energy Projects (Years) — series: Risk: Max Grid Connection Delay, Opportunity: LDES Contract Term

Gresham House Energy Storage 2026, £2.7B SUSI Partners Deal

BESS UK Grid Delays, Gresham House £2.7 B SUSI Partners Deal, 13-Year Wait…


Network graph: Vulcan Energy Resources Partnership Network

Vulcan Energy Geothermal 2026, €2.2B Financing, EIB Loan

Vulcan Energy Geothermal Delays, €2.2 B Financing Secured for Volkswagen…


Bar chart: Reported Clean Energy Project Cancellations in the U.S. (GW) — series: Capacity (GW)

US Offshore Wind 2026, 165 Projects Halted, RWE Buyout

Offshore Wind Cancellations, 266 GW of US Projects Halted, $1 B Total Energies…


Line chart: Global Data Center Power Demand Forecast (GW) — series: ABB, Goldman Sachs (US Only)

2 CRSi AI & Data Center Energy 2026, 194 NVIDIA Units

2 CRSi HVDC Server Deployments, $610 M US Operator Contract, 194 NVIDIA…


Bar chart: PJM Capacity Auction Clearing Prices ($/MW-day) — series: Clearing Price

PJM Interconnection AI Energy 2026, 32 GW Demand, Dominion

PJM Interconnection AI Energy Plan, 2, 600 GW Grid Queue, 6.8 GW Capacity…


Line chart: U.S. Data Center Electricity Demand Forecast (GW) — series: McKinsey Forecast (GW)

U.S. GRIP Grid Infrastructure 2025, $2T Market, PJM Needs

Grid Infrastructure Delays, $10.5 B DOE Program Risks, 5-Year Project Lead…


Network graph: BWRX-300 International Collaboration Network

OPG Nuclear 2025, $20.9B Darlington Project with GE Hitachi

OPG SMR Project, GE Hitachi's 1, 200 MW Darlington Build, $20.9 B Cost…


Line chart: PJM Capacity Auction Clearing Prices ($/MW-day) — series: RTO Clearing Price

PJM Grid Infrastructure 2026, $3.5B Talen Energy Deal

PJM Grid Infrastructure, 9.3 GW FERC Fast-Track Approval, 51 Projects Cleared,…


Line chart: U.S. Annual Electricity Demand Growth Forecasts (%) — series: Grid Strategies (Avg. next 5 yrs), McKinsey (Annual through 2040), NEMA (Annual), EIA (Commercial Sector Avg.), EIA (Industrial Sector Avg.)

US Wind Energy Policy 2026, 31 EPA Actions Threaten IRA

Offshore Wind Projects Face Uncertainty as US Policy Shifts from IRA to OBBBA…


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