North America
Where demand growth arrived first. Connection queues measured in gigawatts, capacity auctions clearing at their price caps, and a rulebook being rewritten around data centres.
18 storiesUpdated 10 Aug · 14:30
The same coverage, grouped the way the industry groups itself. A region appears here once there is enough reporting to fill a page, or once we hold primary data on a market inside it.
Where demand growth arrived first. Connection queues measured in gigawatts, capacity auctions clearing at their price caps, and a rulebook being rewritten around data centres.
The continent furthest into the transition, and the first to hit its costs: negative prices, curtailment, grid fees, and the market design being redrawn in response.
Most of the world’s new generation is built here. China’s scale, India’s growth, and an Australian grid running the highest renewable share of any large system.