Forecast Models
5
updated monthly
Avg Confidence
85%
Forecast Horizon
2030
rolling 5-yr
U.S. DC Load 2030
96 GW
from 35 GW today
U.S. DC Load
AI training + inference, hyperscaler PPAs
Confidence
88%
Baseline 2025
35 GW
Forecast 2030
96 GW
5Y Growth
+174%
MISO South Peak
Meta/AWS, industrial electrification
Confidence
84%
Baseline 2025
38 GW
Forecast 2030
58 GW
5Y Growth
+53%
ERCOT Peak
Stargate, crypto, oilfield electrification
Confidence
86%
Baseline 2025
86 GW
Forecast 2030
132 GW
5Y Growth
+53%
PJM Dominion Zone
Loudoun + PWC growth ceiling
Confidence
90%
Baseline 2025
25 GW
Forecast 2030
45 GW
5Y Growth
+80%
Transmission Capex (U.S.)
FERC Order 1920, interregional planning
Confidence
75%
Baseline 2025
32 GW
Forecast 2030
78 GW
5Y Growth
+144%
38.2
Model Methodology
Composite forecast blends historical RTO load data (2010–2024), hyperscaler announcement velocity, queue-position telemetry, and Lovable AI Gemini 3 Flash extrapolation. Confidence reflects directional agreement across the three independent submodels.
Models are re-trained monthly. Confidence is recalibrated against realized outcomes each quarter.