Urdais

Power Analytics

Demo data

The infrastructure delivering power to the Information Age.

Load, interconnection, transmission capacity, grid buildout, and flexibility.

Power Delivery Gap

Actual load, forecast demand, and the grid capacity available to serve it

2030 delivery gap49 GWforecast 751 GW vs deliverable 702 GW

  • Actual load
  • Forecast demand
  • Deliverable capacity
  • Delivery gap
  • GW, seven U.S. markets combined

Deliverable capacity is what transmission, substations, and interconnection can physically serve, not generation capacity. Forecast demand includes large loads now waiting in the queue.

Interconnection Queue

Power waiting to connect and how long it waits

Data centres and other major consumers waiting for service · latest observation 2026

  1. 01ERCOTTexas71 GW52 mo
  2. 02PJMMid-Atlantic / Midwest64 GW48 mo
  3. 03MISOMidwest / South32 GW40 mo
  4. 04SPPCentral U.S.21 GW38 mo
  5. 05CAISOCalifornia18 GW36 mo
  6. 06NYISONew York9 GW34 mo
  7. 07ISO-NENew England6 GW30 mo

Transmission Headroom

Remaining physical capacity across major power markets

Headroom = deliverable capacity − peak load, Q3 2026 · Tight < 6%, Moderate < 12%

  1. ERCOTTexasload 110 GWdeliverable 116 GW6.0 GW5.2% headroomTight
  2. MISOMidwest / Southload 136 GWdeliverable 143 GW7.5 GW5.2% headroomTight
  3. PJMMid-Atlantic / Midwestload 180 GWdeliverable 195 GW15.0 GW7.7% headroomModerate
  4. NYISONew Yorkload 35 GWdeliverable 38 GW3.5 GW9.2% headroomModerate
  5. SPPCentral U.S.load 60 GWdeliverable 67 GW6.7 GW10.0% headroomModerate
  6. CAISOCaliforniaload 53 GWdeliverable 61 GW8.1 GW13.2% headroomAvailable
  7. ISO-NENew Englandload 24 GWdeliverable 28 GW4.2 GW14.9% headroomAvailable

Headroom is room on the wires before the modelled deliverability limit, not unused generation.

Grid Buildout Velocity

How quickly the physical network is expanding

17.8 GW added / year +14.8% vs 2025 2026

Transmission transfer capacity added each year: the most direct measure of network expansion.

Flexible Capacity

Additional compute capacity unlocked through load shifting

100 flexible hours / year+36 GWestimated additional capacity

  • Interruptible load
  • Battery shifting
  • Total unlocked
  • GW unlocked against flexible hours per year
  1. 0 h+0 GW0 interruptible · 0 battery
  2. 25 h+13 GW8 interruptible · 5 battery
  3. 50 h+23 GW15 interruptible · 8 battery
  4. 100 h+36 GW23 interruptible · 13 battery
  5. 150 h+43 GW28 interruptible · 15 battery
  6. 200 h+47 GW30 interruptible · 17 battery

A scenario model, not an engineering forecast: the share of flexible load that unlocks capacity rises with diminishing returns as more constrained hours are covered.