Executive Summary
Utilities are committing to build 110 gigawatts of data center capacity while third-party demand forecasts only require 50 gigawatts by 2030. Credit Suisse utilities analyst Andy DeVries uses simple math to expose a massive supply-demand imbalance that threatens both utility credit quality and rate payers. Current data center consumption sits at 45 gigawatts, with consensus estimates reaching 95 gigawatts by 2030—requiring just 50 gigawatts of new capacity. Yet utilities are already working on 1...
Key Investment Opportunity
Short Nuclear SMR Stocks
Small modular reactor companies are pricing in multiple deals with Big Tech that may not materialize given oversupply dynamics
...and 1 more investment opportunities
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