Powering the future: the US grid’s transformation and investment potential

The US electricity grid is undergoing a structural transformation, driven by surging demand across industries. Load growth forecasts have increased dramatically, reflecting the rise of electrification, cloud computing, and industrial activity. Data centres, AI, and semiconductor manufacturing are intensifying power needs, while the shift to electric transportation and renewable energy production accelerates demand even further. These factors present a major challenge for an ageing grid that requires significant investment in modernisation, expansion, and integration. The scale of the opportunity...