- New supply.
- What is likely to come online, where and when.
- Retirements.
- Which planned closures are likely to go ahead.
- Tightness.
- Expected supply against demand, by region.
- Companies.
- How it all maps to owners and listed names.
- What changed.
- What moved since the last release, and why it matters.
LENS US Power
The US power supply that will really arrive.
Everyone sees the same plans and queues. LENS shows how much of that supply is likely to arrive, which retirements will really happen, and what that means for tightness by region.
15.8 GW against 4.5 GW
That’s the average miss on the following year’s new capacity, from plans and from LENS, across more than six years of monthly forecasts.
What you can see
Who it’s for
Power and gas traders, utility and power-producer analysts, infrastructure investors and lenders.
See what’s really coming.
Get in touchHistorical test results do not guarantee future accuracy. LENS is information, not investment advice.