Utilities Daily: Danish Offshore Tender and US Grid Strains

This report highlights a 1.8 GW Danish offshore wind tender and warns of US grid strains caused by data center growth. It reiterates a bullish 'super cycle' outlook for European utility investments driven by AI and electrification.

Key Takeaways

• 1.Bids have been submitted for 1.8 GW of offshore wind capacity in Denmark, with a decision expected by January 2027.
• 2.US data center development is significantly straining the grid, with 78 GW of committed load far exceeding pipeline generation capacity.
• 3.European utilities are entering a 'super cycle' driven by AI, data centers, and the electrification of industrial processes.

Table of Contents

• Research you can't miss from past two weeks
• Bids submitted for 1.8 GW Danish Offshore tender
• Datacenter development straining US Grid, Wood Mackenzie report
• Other News
• Research you need to read
• Disclosure Appendix

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