Permitting delays threaten 92 GW of clean generation — a risk to power supply and data centers

Colleagues, from the energy and AI front: tighter permitting could derail commissioning of 92 GW of new capacity.

Per Wood Mackenzie, 7 GW on federal lands has already been cancelled for 2025; roughly 12 GW on public lands and 80 GW on private sites are now at risk. This threatens over $121 billion of investment.

Meanwhile demand is rising as data centers and AI scale; generation build‑out is being slowed by bureaucracy and grid‑connection issues. Where projects proceed, renewables (solar, wind and storage) are leading.

Why it matters: risk of capacity shortfalls in regions with growing demand and disrupted investment plans.

What steps should be prioritised to accelerate capacity delivery?

#energy #renewables #datacenters #infrastructure