电力、公用事业与可再生能源组:火电及可再生能源市场 2025 年回顾.docxVIP

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电力、公用事业与可再生能源组:火电及可再生能源市场 2025 年回顾.docx

Power,Utilities,andRenewablesGroup

Thermaland2025Update

RenewableMarkets

U.S.ThermalPowerMarketLandscape

WhereAreWeNow?

StakeholderTakeaways

UnprecedentedLoadGrowth

?ForecastedAI-drivendatacenterbuildoutexpectedtomassivelyexpandenergyneedsoverthenextdecade.

?Sustainedlong-termloadgrowthexpectedtorequiresignificantamountofnewgenerationcapacity.

Forecast

?Renewablebuild-outlagsloadgrowth,reinforcingthenecessityofdispatchablethermalgeneration.

?Gridreliabilityheavilydependentonexistingthermalgenerationass

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