July 11, 2026
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"Prove It" Is Now the Price of Admission at the Texas Water District
Transformer lead times now stretch past 160 weeks, more than three years, up from 143 in 2024, per Wood Mackenzie's Ben Boucher.
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Wood Mackenzie
Wood Mackenzie is a global energy research and consulting firm that provides analysis on power generation, grid infrastructure, and energy policy relevant to Texas's datacenter expansion planning.
Referenced in 4 briefingsLast referenced: July 11, 2026
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May 28, 2026
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Helios Hits 1.6 GW on CREZ Lines Built for Wind a Decade Ago
Wood Mackenzie pegs the disclosed U.S. pipeline at 241 GW by year-end 2025, with only about a third under active development.
May 5, 2026
Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit PriceWood Mackenzie projects the US datacenter electrical equipment market triples to $65 billion by 2030, with substation transformer lead times stretching past 160 weeks.
March 20, 2026
Developers Stopped Waiting for the Grid. Now They're Building Around It.New capacity additions dropped 50% quarter-over-quarter in Q4 2025, per Wood Mackenzie, even as the disclosed pipeline closed the year at 241 GW.
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