U.S. Electricity Research Reports Grid Capacity and AI Data Center Demand

Our monthly deep-dive reports built on U.S. federal data: how AI data center construction is reshaping power demand, what it’s doing to residential, commercial and industrial rates, and where generation and capacity are running tight.

Each report is a long-form analysis built from a fixed data pipeline, with published calculations and charts rendered directly from the underlying observations. Coverage to date spans national generation and capacity, the PJM Mid-Atlantic market, Virginia and Texas rate structures, and the cost comparison between nuclear and solar as firm power for data centers.

Between reports we publish shorter commentary briefs: topics taken from our findings and viewed from a different angle. The briefs carry the argument. The reports carry the evidence, every figure traced to a named federal series, with the methodology, source tables and charts behind it.