Grid utilization vs expansion: The 100 GW debate
March 27, 2026
We’re entering an electricity supercycle that is reshaping how power gets built, where it gets built, and who controls it.
Across the U.S., developers are scrambling to lock up land with access to electricity. And the century-old grid is being pushed in ways it wasn’t designed for. It’s also sparking a new debate about how exactly to modernize the grid.