Power & Datacenters Under the Watchful Eye in the Sky: Unveiling Near-Term Trends with Vulcan

Posted on: May 8, 2025

This week, we are highlighting our coverage in the power and data center sectors. Our current power coverage extends to approximately 80% of projected capacity through 2030, with even greater coverage in the near-term years. Currently, the EIA forecasts over 255 GW of projects to be completed by the end of 2030. Vulcan Power UC is currently monitoring around 210 GW on a weekly basis. This coverage is relatively consistent across the major Independent System Operators (ISOs), with PJM, MISO, ERCOT, and CAISO coverage at 85%, 90%, 84%, and 75%, respectively. Clients can easily access detailed project information through our user interface (UI), Microsoft Excel, Snowflake, or API.

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Our data center coverage is expanding rapidly each week. This week alone, we added nearly another 10 GW, bringing our total coverage close to 30 GW. Similar to our Vulcan Power UC reporting, our initial focus is on the next few years. We hope to grow the coverage of the next few years to 70-80% coverage very soon.

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Based on construction start dates and an estimated 365-day build cycle, our analysis indicates that approximately 2 GW of data center capacity is unlikely to meet the online dates projected by IIR. While some projects may be completed in under 365 days, these are generally exceptions rather than the average. Vulcan clients currently have access to this data center information through our user interface (UI) and Microsoft Excel, with Snowflake integration coming soon. An API for this data is also under development.

This week, we highlighted a solar project in Texas and a data center in Maryland. The solar project is currently ahead of schedule and is projected to meet its planned operation date of June 2026. Similarly, our analysis shows the data center is also on track to meet its online date. Vulcan clients have access to detailed, project-level information, similar to the examples provided below. Furthermore, a timeline of satellite imagery is available for clients to conduct their own visual inspections.

68760 Quantum Solar, 374.4 MW Solar, Haskell County, TX, Planned Operation - 6/2026

EIA Status - (P) Planned for installation

Vulcan Earliest Online - 12/2/2025, Vulcan Proposed Online V1 - 10/17/2026, V2 - 6/1/2026

Vulcan Latest - 5/4/2025 (Land Cleared) Google - 1/12/2024

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3569404 Fredrick Bauxite (I) Data Center Campus, 150 MW, Frederick County MD

Vulcan Latest - 5/1/2025 Google - 3/23/2024

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