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SynMax Research:
A key takeaway from the panel I moderated last week at the S&P Global Finance US Power Conference is clear: The massive demand surge from data centers is not a mirage.
The real uncertainty lies in the timing, extent, and precise location of these new loads.
The expert panel—featuring industry leaders like Sam Siegel (Vistra), Tina Lee (Alpha Generation), Gordon Kellerman (Skybox Datacenters), and Robert Ott (NRG)—agreed unanimously: This is not a mirage. Traditional forecasting methods are failing. Power markets need to fundamentally change how they plan for this unprecedented growth.
The Solution: SynMax Vulcan
This market shift is why the SynMax Vulcan platform was built. Stop guessing and start knowing.
Vulcan doesn't just provide a forecast; it gives you the anchor point you need for reliable modeling:
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Vulcan's Core Advantage |
The Market Impact |
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Ground-Truth Intelligence |
We use satellite imagery to confirm Land Clearing and First Structure Dates—the irrefutable evidence that a project is real. |
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Accurate Online Dates |
This confirmed construction activity allows you to create your own reasonable and insightful online dates, cutting through speculative announcements. |
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Eliminate the "Mirage" |
We separate the announced 160 GW of projects from the 28+ GW actively under construction (seen primarily in Texas and Virginia). |
The Critical Delay Window
Our data shows the danger of relying on developer timelines. The map and chart below capture nearly 160 GW of proposed data center projects.
- The projects colored green indicate no visible construction activity.
- The 28+ GW actively under construction (mostly Texas and Virginia) are real additions coming to the grid.
Crucial Insight: Much of the confirmed construction activity didn't start until the second half of 2025. This means the likelihood of many of these projects being fully complete and energized by the end of 2026 is highly suspect. Vulcan identifies this delay risk instantly, allowing you to prevent significant forecasting errors.
In these dynamic and unprecedented times, you need to adapt with new tools to gain a competitive edge. Vulcan brings what was not possible just a few years ago to reality.
Ready to Stop Guessing?
Vulcan clients receive weekly satellite updates and the ability to drill down by specific project expansions at each location.
Don't let the "uncertainty of new load growth" sink your trading or planning strategy.
➡️ Interested in a Demo? Please reach out directly: David Bellman Lead Researcher / Vulcan Product Lead at dbellman@synmax.com to schedule a time.
