Power Insights Publishes 2026 North American Electric Transmission Market Forecast

CHICAGO — Power Insights today announced the release of its 2026 North American Electric Transmission Market Forecast , offering the industry’s most comprehensive, data-driven analysis of grid investment across the U.S. and Canada from 2015 through 2030.

The forecast leverages Power Insights’ rigorous bottom-up, utility-by-utility and project-by-project methodology, incorporating insights from more than 200 utilities, 60 holding companies, 30 transmission developers, and hundreds of new electric generation and data center projects. Together, these analyses give stakeholders actionable intelligence to navigate a period of unprecedented load growth, shifting federal policy, and persistent supply chain and labor constraints.

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, driven by large load interconnection, new generation, and the renewal of aging infrastructure. Investor-owned utilities remain the backbone of the market, while a growing share of spend is being funded directly by large load data center customers to fund necessary transmission and substation network upgrades.

“Load growth and the data center expansion have become a powerful economic driver for grid expansion and utilities are investing in new and upgraded lines, substations and generation capacity to serve this load reliably,” said Jean Rollins, one of the principal authors. “Our 2026 Forecast gives stakeholders the actionable insight they need to navigate a market that is both structurally larger, increasingly constrained and buffeted by policy changes.”

For more information about Power Insights’ North American Electric Transmission & Distribution Market Forecasts , please contact:

Power Insights is a strategy and analytics firm specializing in energy infrastructure, utilities, and the energy transition. With deep expertise in commercial diligence, data-driven research, and strategic advisory, the firm supports clients across critical infrastructure and energy markets in navigating complex challenges and opportunities.