AI-driven demand has now become a major factor shaping grid development. In our Nodal Quarterly Update report, Clarity Grid Solutions takes a deep dive into specificLoad Nodes supporting the new Data Centers that are becoming operational acrossthe entire country. We...
Executive Summary The primary emphasis in previous updates centered on generation additions, reflecting the US Power Industry’s priorities. However, projections of substantial load growth from data center development, driven by AI demand, have now become the...
Executive Summary As the calendar turns it is a good time to summarize the progress of each of the ISOs in adding both generation and storage capacities and the role of renewables. Solar dominated additions in 2024 and were much stronger than 2023 in all regions...
Executive Summary ISO PNode counts for the 7 US ISOs increased by 1,213 over the 3Q 2024;361 Generation and 852 Load nodes., bringing Total Node count in the Clarity library to 81,361. In aggregate, the 7 US ISOs added 3.2 gigawatts of Generation and 1.26 gigawatts...
Executive Summary ISO PNode counts for the 7 US ISOs increased modestly by 761 over the 2Q 2024, with 122 Generation and 639 Load nodes. In aggregate, the 7 US ISOs added almost 11 gigawatts of Generation and Storage, comprised of 7.702GW Gen and 3.285GW Storage....
