Newton | From capital to delivery
Can the Electricity Investment Supercycle be delivered at speed?
More than $1.4 trillion of funding is being invested into US electricity infrastructure over the next five years.
Figure 1. The scale of the US electricity investment and delivery challenge is accelerating simultaneously.
AI/DATA CENTRES
INDUSTRIAL GROWTH
ELECTRIFICATION
UTILITY INVESTMENT 2025-2029 $1.4t
GRID EXPANSION
EXPECTED GROWTH 4-5% of electricity demand in the United States over the next five years
SUPPLY CHAINS
WORKFORCE
6
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