Opinion

The data centre opportunity: navigating growth, affordability and reliability

The impact of the energy transition and data centre boom on prices for utility customers

1 minute read

Kara McNutt

Vice President, Head of Americas Power and Renewables Consulting

Kara leads Wood Mackenzie’s Americas Power and Renewables Consulting team based in Boston.

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Caitlin Connelly

Senior Analyst, US Solar

Caitlin focuses on distributed solar and supports research and data collection.

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The rapid growth of data centres is creating new questions for utilities and their customers. Can this demand surge fund the infrastructure upgrades the grid badly needs - while keeping electricity affordable and reliable? At Wood Mackenzie's recent 2026 Solar & Energy Storage Summit, a panel of experts explored the opportunities and trade-offs ahead. 

Fill out the form at the top of the page to access the experts’ insights into: 

  • The impact of data centres on access to clean energy for utility customers 
  • How data centre demand growth can drive infrastructure upgrades 
  • How utilities are addressing the issue of cost allocation 
  • Locating data centres effectively to improve system utilisation and reduce risk 
  • How regulators are addressing the impact of large loads on the grid 
  • Rethinking the basic data centre model to minimise congestion and curtailment