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The Load Growth Opportunity — Who Builds the Power, Who Pays & Who Gets There First?
Date & Time
September 16, 2026 10:15 AM - 11:00 AM
TrackSolar & Storage Finance
TypePanel Discussion
Load growth is outpacing generation faster than anyone predicted. Data centers, electrification, and industrial demand are driving electricity consumption beyond the grid’s current capacity. So who closes the gap, and how fast?
Data centers want firm power. Batteries are increasingly central to delivering it but reliability requirements go beyond what standard utility offtake is built to meet
Load growth plays out differently by market. Which of ERCOT, CAISO, PJM, and MISO are best positioned to absorb new generation quickly and where is the mismatch most acute?
For investors, timing is everything. Projects ready now and opportunities beyond 2028 are being treated as entirely different investment categories. What does the load growth story mean for asset valuations today?
