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What the Power Gap Report is, why the gap exists, and the short path through it.

What This Is

The Power Gap Report tracks the widening space between when electricity is needed and when the grid can deliver it — as sourced lead-time data, not opinion. Every figure is real and traceable to a cited source. We frame the gap the way the data supports it: 12–36 months of dead time on a project schedule — bounded and plannable, never permanent stranding.

What You Are Actually Waiting For

Equipment lead times, in months, against power that is already built.

What You Are Actually Waiting For Equipment lead times, in months, against power that is already built. Reciprocating Gensets: ~107 wks. Large-Power Transformers: 160+ wks. Heavy-Frame Turbines: ~5 yr (up to 7). Bridge Power: Now. The Gap · 12–36 Months Of Dead Time. THE GAP · 12–36 MONTHS OF DEAD TIME Reciprocating Gensets Cat 3600 family~107 wksLarge-Power Transformers Order to delivery160+ wksHeavy-Frame Turbines Up to 7 years for new orders ~5 yr (up to 7)Bridge Power Existing fleet, no build queueNow 012243648607284 MONTHS

Medium-voltage switchgear is effectively sold through 2028 — an availability horizon rather than a lead time, so it is not plotted. Equipment lead times are sourced in the reports they come from; the bridge-power row is the publisher’s own figure for an in-service rental fleet. Download This Chart →

Read This First

Issue 01 The Gap Year The cross-vertical thesis — what the gap is, how it got this wide, and what a year of waiting actually costs. 11 min read

Then The Latest Argument

Issue 07 · Flagship Capacity Without Connection The current flagship — this week’s events read together for what they do to a schedule. 5 min read

Then The One For Your Load

One report per vertical, each tracing the same gap through a different kind of project.

01 Data CentersConstruction-phase power & bridge power — lead-time exposure on live schedules 9 min read 02 Oil & GasFixed infrastructure — compression, SWD, midstream electrification 8 min read 03 ConstructionTemporary power ahead of interconnection 7 min read 04 MiningRemote-site generation economics 7 min read 05 Commercial & IndustrialBehind-the-meter bridge capacity 6 min read

Then Follow The News

Dispatches are the running feed — filings, queue changes, order books and outages, read for what they do to a schedule.

  1. Data Center Megaloads Meet Grid Friction: Expect A 12–36 Month Power GapNew large-load announcements, interconnection failures, and utility rate fights are converging; set against verified transformer and GSU lead times, projects now routinely face a year-plus schedule gap. 5 min read
  2. Texas Data Centers Face Interconnection Shortfall As ERCOT Hits New Peak DemandAscend Analytics warns more than 80% of new large loads seeking interconnection in ERCOT won't have matching generation online by 2030. Set against equipment lead times, that is the setup for a finished data center waiting to energize. 6 min read
  3. Texas Data Center Pause Threatens Nearly 300 GW Pipeline — Interconnection And Lead-Time Risks For DevelopersA governor-ordered pause on new data center interconnection approvals in Texas puts Oncor’s roughly 300 GW load pipeline in flux and raises the prospect of lengthy schedule gaps for finished facilities awaiting permanent power. 6 min read
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