Unlock Unrivaled Foresight: Why Vulcan is Indispensable for Energy and Data Market Intelligence

The "Earliest Online Date" column within the Vulcan platform provides crucial insights into future project completion. By analyzing satellite imagery weekly, we can identify land clearing and the construction of the first permanent structure at a given location. We then cross-reference this information with historical project data to determine the fastest time from initial structure construction to project completion. This methodology allows us to calculate the earliest online date, which, with very high probability, represents the earliest a project will be operational.

If your internal projections for a project's online date are earlier than our calculated earliest online date, it is recommended to adjust your date to be later. An earlier online date would require substantial supporting evidence, such as government backing and confirmed supply chain contracts, to be considered credible.

This earliest online date is particularly valuable for projections looking one to two seasons ahead. Within our database, it is straightforward to identify and visualize projects likely to experience delays. For example, for 2025 power projects, we currently observe 55 projects, totaling nearly 10 GW, that are unlikely to meet their initially projected online dates for this year.

The same logic applies to our Datacenter database, where we have identified 15 projects, amounting to over 1 GW, that are unlikely to meet their 2025 online dates.

Clients have full access to detailed project information, allowing them to examine specific regions and, within the power project table, the technologies experiencing delays. Vulcan provides actionable insights that can significantly influence power and gas markets, especially considering the implications of renewable energy and datacenter build-out.