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Electricity demand growth is reshaping power markets, development pipelines and long-term planning assumptions across the industry. This topic examines how data centers, industrial expansion, electrification, market pricing, capacity signals and customer behavior are changing dispatch strategies, resource adequacy decisions, investment priorities and commercial risk. For generation stakeholders, understanding load growth is now central to building and operating the right portfolio.
Markets & Load Growth Educational Opportunities
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10:15 AM
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250D50 minsERCOT's interconnection process operates differently from the rest of the country. Under the connect-and-manage framework, each project is studied on its own merits under Planning Guide Section 5, rat …
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250F50 minsData center energy campus projects are moving forward before load certainty, commercial terms, and interconnection outcomes are fully resolved. Developers and their partners are committing capital for …Chairperson
11:15 AM
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250E50 minsAs load profiles grow more complex and grid conditions more dynamic, the commercial models that utilities and IPPs have relied on are under pressure. This session examines how Constellation's Modern S …
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250A50 minsThe proliferation of distributed batteries, behind-the-meter assets and aggregated virtual power plants is reshaping how grid operators think about flexibility. This series of presentations covers ope …
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251B50 minsWith new combined-cycle lead times stretching to 2029 and beyond, the strategic value of optimizing existing gas turbine assets has never been more direct. This session presents an updated fleet-wide …Chairperson
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250D50 minsGas turbine order books are full into the next decade, interconnection queues are lengthening, and data center load growth is compressing the timeline between resource planning decisions and capacity …Chairperson
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Data Center & New Demand Zone - Exhibit Hall Booth 500450 minsData centers are arriving on utility interconnection queues faster than the grid was designed to absorb them, and the default responses, behind-the-meter isolation or large inflexible load requests, a …
1:30 PM
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250E50 minsFusion energy is moving from laboratory demonstration toward the early stages of commercial project development. For utilities, IPPs, and investors planning resource portfolios beyond 2035, the questi …Chairperson
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250D50 minsEnhanced geothermal systems are moving from research programs to operating projects, and the timeline to commercial scale is compressing. This panel brings together subsurface technology developers, a …
10:15 AM
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Thermal & Nuclear Zone - Exhibit Hall Booth 123850 minsNot all megawatts are equal. For combustion turbine peaking units, location is the primary driver of economic performance, and operational flexibility determines how much of that location advantage is …
11:15 AM
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250D50 minsRapid load growth from data centers and industrial expansion is exposing the seams between transmission planning, distribution coordination, control-room operations and the analytics teams that sit be …Speakers
1:30 PM
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250C50 minsHyperscale data center load is arriving on timelines that conventional interconnection and transmission development cannot match. The structural mismatch between when capacity is needed and when it ca …
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250F50 minsGas turbine lead times stretching to 2029 and beyond have forced a structural change in how thermal power projects are executed. Owners and developers are now procuring long-lead powertrain equipment …
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Data Center & New Demand Zone - Exhibit Hall Booth 500450 minsLoad growth from data centers and AI infrastructure is compressing the timeline between resource planning decisions and the capacity the grid actually needs. For generation owner-operators managing ex …
2:30 PM
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250B50 minsGigawatt-scale AI campuses need more than electricity. They need transmission access, cooling water, fuel infrastructure, industrial permitting capacity and operational resilience, and they need all o …Chairperson
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251A50 minsAs hyperscalers buy compute from neo-cloud and colocation providers rather than building their own facilities, the electricity behind that compute shifts from the buyer's Scope 2 into their Scope 3, a …
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Data Center & New Demand Zone - Exhibit Hall Booth 500450 minsHyperscale data centers need power on 12 to 24-month timelines. Interconnection queues run five years or longer. Meanwhile, oil and gas producers across North America are managing stranded gas, flarin …
10:30 AM
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Data Center & New Demand Zone - Exhibit Hall Booth 500450 minsAI-driven data centers are arriving on power systems as large, largely inflexible loads. They do not have to stay that way. This session examines how a major power producer is working with NVIDIA to m …
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250E50 minsPermitting, financing and engineering are not sufficient to deliver a major generation project if stakeholder opposition can halt regulatory momentum or disrupt construction timelines. This session ex …
11:30 AM
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250F50 minsCanada's provincial Call for Power processes, the primary mechanism through which utilities contract new renewable generation, operate differently from U.S. RFP and PPA structures in ways that meaning …Chairperson
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Data Center & New Demand Zone - Exhibit Hall Booth 500450 minsInterconnection queues in many regions now run five to eight years. Data center campuses are arriving in 50 to 300 MW blocks on 12 to 24 month timelines. The mismatch is a system planning problem that …
Other Markets & Load Growth News
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Army offers up underutilized military land to private developers for new power generation and storage
The U.S. Army selected three private developers, including Ameresco, Indelible-Bloom, and Frontier Power USA, to build power generation projects on military bases, enhancing energy resilience.
September 25, 2026
Is it the future yet? | Factor This Brief
As the reality of nuclear fusion approaches, Base Power attracts a billion bucks and launches a new battery, Eolian starts construction on PJM's biggest BESS, Avantus doubles its credit facility, Antares raises $470M for microreactors, and Sungrow commissions a critical solar-plus-storage project in Sierra Lione.
August 11, 2026


