Power Generation

An unprecedented surge in electricity demand from AI workloads, hyperscale data centers, and distributed computing is reshaping the critical power industry. This shift is elevating power infrastructure from a support function to a strategic enabler of digital growth. In 2026, industry priorities are increasingly centered on securing reliable power ...

Industrial electrification is rapidly shifting from a niche decarbonization effort to a central driver of competitiveness, resilience, and long‑term industrial growth. Process heat dominates manufacturing energy demand and relies heavily on fossil fuels, leaving industry exposed to emissions regulations, fuel price volatilities, and geopolitical ri...

The Top 15 North American Power Generation Utilities, 2026 provides a comprehensive strategic assessment of the companies shaping the future of electricity generation across the United States and Canada. This study evaluates the continent’s most influential utility platforms—spanning regulated, hybrid, and competitive market structures—and classifi...

Data center capex growth has accelerated dramatically in the past 2 years, reaching US$500 billion in 2025. Strong growth is set to continue, with investment set to reach US$1.5 trillion. North America has historically dominated investment and will continue to be a key regional market, but there is also accelerating demand from China, India, and Ea...

This study examines the global power cables industry, analyzing demand drivers, growth trends, and competitive dynamics. Key drivers identified in the study include the continued growth in renewable electricity generation (particularly offshore wind), the aging nature of infrastructure in developed economies, the rise of inter-regional transmission...

This study examines the global distribution transformer market, analyzing demand drivers, technological trends, and competitive dynamics across key regions. It explores how rising electricity consumption, grid modernization programs, and the integration of distributed energy resources are reshaping replacement and new‑build requirements for distrib...

Strong renewable energy growth, aging grids, industrial electrification, increasing regional interconnections, and power loads from data centers have collectively driven growth in power transformers. More than 30% of large power transformers have been in operation for more than 30 years, creating high replacement demand. A lack of available manufac...

Colocation refers to the provision of data center space, racks, power, and network resources for customers in the data center industry. Colocation commonly has two types: wholesale/hyperscale colocation services, which includes extensive data center spaces for customers with high power requirements; and retail colocation services, including small s...

This study examines the global small modular reactor (SMR) market from 2025 to 2040, forecasting robust growth driven by decarbonization demands, industrial electrification, high growth in electricity demand for data centers, and energy security needs. The next five years will see a small number of reactors coming online, but the mid-2030s will see...