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The findings wall

Every key number from Load Bearing, set as a stone in the wall. Each one is recomputed from public data and stress-tested before it is published.

On the desk

What could change these numbers

When one of these lands, the finding it touches is checked again.

  • GE Vernova third-quarter results

    Turbine order books and delivery times could confirm or soften the 2031 lead-time finding. See the finding

  • PJM 2029/30 capacity auction opens

    A new clearing price extends the 11.4× capacity price series. See the finding

  • Grid Strategies 2026 load forecast

    Resets the 166 GW and 90 GW forecast baselines that the flexibility findings are measured against. See the finding

    Watching
  • LBNL revised annual data center series

    Could move data centers' share of demand growth, now roughly all of it for 2014–23. See the finding

    Watching