U.S. Grid Congestion Intensifies As Data Centers Compound Transmission Constraints

Summary Renewable energy curtailment continues to accelerate across US wholesale power markets as transmission development struggles to keep pace with generation additions and electricity demand. Hyperscalers account for significant shares of regional data center demand growth. Aggregate load across the markets with comparable data increased by approximately 2% year-over-year from January through July. Utilities serving major data center markets are increasing capital spending on transmission and distribution infrastructure. Tom Keeble/iStock via Getty Images Renewable energy curtailment continues to accelerate across US wholesale power markets as transmission development struggles to keep pace with generation additions and electricity demand. The six independent system operators with monthly 2026 data (excluding New York This article was written by S&P Global Market Intelligence 31 Followers Follow S&P Global Market Intelligence provides data, news, research and analysis on global public and private companies.