Vulcan - Non-Client

Construction momentum on projects

Written by David Bellman & Will Benfield | May 29, 2026 3:44:56 PM

You can now track construction momentum on projects across 12 countries — starting today.

International Monitoring Goes Live

Your coverage just expanded beyond North America. This week's update adds 20 data center campuses across 12 countries, totaling roughly 14.4 GW of nameplate capacity — giving you early signals on projects that were previously invisible.

Regional breakdown:

  • Europe (10 campuses): Spain, UK, Portugal, France, Germany, Sweden, Finland
  • Asia (7 campuses): South Korea, Japan, India, Malaysia
  • Oceania (3 campuses): Australia

Hyperscale dominates the initial list — AWS, Microsoft, Google, Blackstone, AirTrunk, GLP, Keppel, and Reliance are all represented. The single largest is Reliance's Jamnagar AI Data Center in India at 3,000 MW planned, with additional gigawatt-class campuses across South Korea, India, and Australia.

Vulcan analyst review is already underway on several priority sites: Villanueva de Gallego (Spain), Sines (Portugal), Inzai (Japan), and Huntingwood SYD3. The remainder enter the weekly review cycle now. More international sites follow in subsequent releases.

New Schema Columns — What They Give You

Three new geographic columns let you slice and filter by location at any scale:

  • p_country — country name
  • market_reg — sub-regional grouping (East Asia, Northern Europe, Oceania, etc.)
  • world_reg — broader region (Asia, Europe, Oceania, Africa, South America, North America)

Two new modeled date columns tell you when to watch for sites that haven't broken ground yet:

  • date_projected_earliest_land_clear — earliest modeled date land clearing becomes satellite-visible
  • date_projected_median_land_clear — median model estimate

These are populated across all new international units. For early-stage projects with no visible activity yet, these columns are your leading indicator for construction timing.

New UI: Weekly Progress Indicator (WPI)

The Weekly Progress Indicator chart is now live in the UI, giving you a quick visual read on construction momentum by project — without needing to query the database directly.

One important note on WPI totals: For data centers, cumulative WPI totals are only fully valid for projects where land clearing began after April 2025 — that's our first data point in the table. For all other projects, WPI totals feed into the Completion Index (CI), which is currently in development. Use WPI for directional momentum today; CI will give you the normalized completion picture once released.

For any quesitons or to learn more, contact David Bellman at dbellman@synmax.com