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25,973 live projects · refreshed weekly

Global Infrastructure Atlas

The global pulse of critical infrastructure. Every live project worldwide — power, grid, data centres, semiconductors, hydrogen, water — every gate, one Bankability Index.

atlas · worldLive data
  • Public source systems read94
  • Cited documents252,484
  • Projects scored · 6 regions161,497
  • Live capex, modeled or filed$4.28T
  • Consented, EPC not awarded718

Pipeline by sector · share of modeled capex

Public record only. Names stay hidden until you open an account.

Sector
Stage
Consented · EPC not awarded718Permits and grid connection on record, still open to procurement · 400 with offtake filed
of filtered
3%
Pipeline CAPEX · modeled + filed$4.28Tacross 17,828 of 25,973 projects with a modeled or filed figure · whole pipeline
Pre-tenderTenderingAwardedConstr.
Trackable procurement · modeled—Equipment & materials inside that CAPEX
Rest is land, soft costs, contingency
Capacity on record1602.5 GWMW as filed in queues, permits and registers
by sector
25,973 projects in viewPublic record · anonymised

Pick a role above to open the sections built for it — regional competition, equipment demand, Bankability screening and capital-market activity each live behind one of these three views.

This is the research. The offering — what Setcoin's engines do for a sponsor, and what it costs — lives on one page.

See the Developer offering →
Your lensGrouped by region · right next to the map above

Pipeline by region

Where the pipeline is concentrated, by country — and who else is active there.

Most active developers in view

Counted from the projects currently in view · entity names are gated on this public view — see below

Interconnecting entities of record

Utility or ISO member of record across the queues · whole record, not filtered · institution type hand-classified

This is the research. The offering — what Setcoin's engines do for a vendor, and what it costs — lives on one page.

See the Vendor offering →
Your lensDerived from the filtered pipeline · modeled

Equipment demand & the lead-time wall

Each project's modeled CAPEX broken into the equipment categories that sector actually buys, summed across everything currently in view. The horizon shows when an order placed today would land — a power transformer tendered this quarter is a 2031 delivery. Click any category to see which projects are behind the number.

Data-center equipment demand, probability-weighted

Pipeline model over every tracked data-center project (not just the ones in view): filed MW × stage probability × category share · modeled

This is the research. The offering — what Setcoin's engines do for a lender, and what it costs — lives on one page.

See the Capital offering →
Your lensConsent tiers · Bankability Index

Bankability screen

Projects sorted by how far their consents have travelled on the public record. Tier 1 is the shared target for pre-EPC lenders and equipment vendors alike; tier 4 (EPC awarded) is where construction and term-debt lenders look instead. The index measures what the public record proves — consents, grid position, filed offtake — not a credit opinion.

Delivery capacity, not just demand

EPC capacity in demand, by archetype

Equipment demand only becomes a schedule once someone can build it. This maps the filtered pipeline against the contractor archetypes that actually deliver each sector.

From the vendor screen · 46 projects

Who can build what the Atlas holds.

20 equipment vendors and EPCs, ranked against this pipeline's modeled demand — filed backlog and capacity, not a press release. Aggregate fit only; named-project ties are the paid Vendor Intelligence product.

See all 20 vendors →
VendorPrimary categoryCapacity / backlogAtlas fit
Caterpillar (incl. Solar Turbines)USGas reciprocating engine gensetsLarge reciprocating engine capacity going to ~3× 2024, turbines 2.5×; additions running 2–3 months ahead of plan34 proj. · $14bn
EatonIEMV switchgearElectrical Americas backlog +33% y/y; Electrical Global +103%; electrical book-to-bill 1.2 (rolling 12m)46 proj. · $22.5bn
VertivUSUPS and power conversion15 USD bn backlog (+109% y/y), Q4 2025 book-to-bill ~2.9×34 proj. · $21bn
Siemens EnergyDELarge-frame gas turbines162 EUR bn group order backlog (Gas Services EUR 73bn incl. 69 GW firm gas turbines; Grid Technologies EUR 51bn)4 proj. · $9.7bn
Schneider ElectricFRMV switchgearRecord backlog; 2–3 years visibility via customer forecasts (H1 2026)46 proj. · $22.5bn
Applied MaterialsUSDepositionFiscal Q3 2026 revenue $9.12bn (+25%); China share down to 28%10 proj. · $27bn
Trane TechnologiesIEChillers and heat rejection12.1 USD bn record backlog (+70% y/y); Americas applied bookings +130%46 proj. · $19.5bn
Lam ResearchUSDepositionIndustry WFE ~low-$150bn in 2026, constrained by cleanroom capacity10 proj. · $27bn

Procuring for a project at shovel-ready or later? Setcoin screens vendors against filed backlog and capacity, not marketing decks, and matches them to your bill of quantities.

See the Vendor subscription
Momentum · from the filings themselves

What actually moved in the last 90 and 180 days.

The pipeline above is what's coming. This is what crossed a milestone recently — interconnection agreements signed, studies approved, construction started, energisation approved — counted from the queue filings, not from press releases.

Milestones crossed, 90 vs 180 days

Counted from ISO interconnection queue status changes · capacity as filed
Capital markets · from the filings themselves

Raising capital now.

SEC Form D private-placement notices matching data-center terms, latest filing per issuer with amount remaining — issuer level only, no person-level data.

Issuer names are gatedThese are real open raises — request access to see who's raising.
Open raises on the record

Interconnection · from the queues themselves

Who is interconnecting, by institution type.

Interconnecting utility of record across the queues, classified by institution type — the counterparties you're negotiating grid position against.

From the Capital Map · 183 groups profiled

Who funds projects before they are built.

183 capital groups that fund projects from development to construction — matched to 660 Atlas projects at shovel-ready or later. Names withheld; strategy, stages and ticket size shown.

See all 183 groups →
#GroupEarly stagesRegionsTicketAtlas fit
1Global alternatives manager — infrastructure & renewablesLarge-cap infra equityDevelopment · Shovel-ready · Bankable · FID-readyGlobal$250m–$5bn652 proj.
2Global infrastructure manager — greenfield platformsLarge-cap infra equityDevelopment · Shovel-ready · Bankable · FID-readyGlobal$150m–$3bn652 proj.
3Power-equipment manufacturer finance armVendor finance (OEM)Development · Shovel-ready · Bankable · FID-readyGlobal$20m–$300m649 proj.
4Mid-market infrastructure manager — greenfield & value-addMid-market infra equityDevelopment · Shovel-ready · Bankable · FID-readyEU · UK · US$25m–$500m635 proj.
66Mid-market infrastructure manager — energy and digitalMid-market infra equityShovel-ready · Bankable · FID-readyUK · EU · US · APAC$25m–$400m635 proj.
67Clean-energy infrastructure managerClean-energy infra equityShovel-ready · Bankable · FID-readyEU · US · APAC$50m–$700m632 proj.
5Mid-market energy-infrastructure managerMid-market infraDevelopment · Shovel-ready · Bankable · FID-readyUK · EU · IT$10m–$200m624 proj.
6Impact manager — energy-transition fundsEnergy-transition managerDevelopment · Shovel-ready · Bankable · FID-readyEU · CEE · IT$20m–$300m624 proj.

Sponsoring a project at shovel-ready or later? Setcoin screens projects against the same gate standard these groups apply, and says which of them fit, before anything is sent.

Request a capital match
Verified pipeline · as of 2026-09-26

Top 10 pre-FID projects by sector

52 projects of $150m+ capex at shovel-ready, bankability or FID stage, each checked against public registers and dated sources. Anonymised: region, stage and evidence only.

Request the named list
#LocationWorking stageEst. CAPEXGates on public evidenceRequired capital (est.)Verified by
1United States · TexasFID$20.0bnest.LandConsentPermitsGridOfftakeEPCSponsorCapitalSponsor-fundedDD screen + counterparty check
2United States · KentuckyFID$10.0bnsponsorLandConsentPermitsGridOfftakeEPCSponsorCapital$10.0bnDD screen + counterparty check
3United States · VirginiaFID$3.0bnsponsorLandConsentPermitsGridOfftakeEPCSponsorCapitalSponsor-fundedDD screen + counterparty check
4United States · TexasFID$17.0bnsponsorLandConsentPermitsGridOfftakeEPCSponsorCapital$12.8bnDD screen + counterparty check
5United KingdomFID$3.2bnest.LandConsentPermitsGridOfftakeEPCSponsorCapitalSponsor-fundedDD screen + counterparty check
6United States · PennsylvaniaFID$6.0bnsponsorLandConsentPermitsGridOfftakeEPCSponsorCapital$6.0bnDD screen + counterparty check
7United States · LouisianaFID$6.0bnsponsorLandConsentPermitsGridOfftakeEPCSponsorCapitalSponsor-fundedDD screen + counterparty check
8United KingdomBankability$5.2bnsponsorLandConsentPermitsGridOfftakeEPCSponsorCapital$5.2bnDD screen + counterparty check
9United KingdomBankability$13.4bnsponsorLandConsentPermitsGridOfftakeEPCSponsorCapital$13.4bnDD screen + counterparty check
10United States · New YorkBankability$3.6bnest.LandConsentPermitsGridOfftakeEPCSponsorCapital$3.6bnDD screen + counterparty check

Observed a register or filing proves it ·Partial a sponsor statement or an incomplete record ·Not observed ·Not required. Required capital = estimated capex less capital evidenced as committed (closed debt, approved grants, disclosed committed equity); "Sponsor-funded" where the owner builds for its own use from its balance sheet. Capex marked "est." is modelled from capacity where no figure is published.

The record at a glance

Where the world’s pipeline sits, and how far along it is.

Pick a region to see its live projects, capex and how many are consented and connected with the EPC still open. Then see how every project on the map sits on the stage ladder.

europe & ukLive record
19,689live projects
$1.90Tcapex, modeled or filed
643consented, connected, EPC open
2,065already in construction
17average Bankability Index, pre-FID
Open this region’s Atlas

Every live project, by stage · all regions

  • ConceptNo consent on the public record12,298
  • Pre-consentPermits or grid evidenced, not both10,252
  • Shovel-readyPermits and grid evidenced268
  • BankableShovel-ready plus offtake or a priced EPC route392
  • FIDInvestment decision or financial close evidenced0
  • ConstructionUnder construction2,763
How the Atlas is built · part of the Setcoin Infrastructure OS

Public registers in. A scored, anonymised map out.

94 public source systems feed one record. Setcoin reconciles it, scores every project on the Bankability Index and publishes it here — the same file the vendor, capital and developer workspaces open.

Public registersInterconnection queuesPlanning & permitsProcurement noticesAward registersCompany registers
Setcoin enginesReconciliationBankability IndexKnowledge graph
This AtlasProject mapBankability screenEquipment demandRegional pipeline
WorkspacesVendors & EPCsLenders & capitalDevelopersVerify
monitor · example runLive counts
  • Reading 94 public source systems
  • Interconnection queues, permits, procurement notices, awards
  • 252,484 cited documents on the record
  • Refreshed with the weekly pipeline run
94public source systems

The steps are the pipeline’s real stages; the counts are this page’s live ones.

Methodology

Public filings in, proprietary intelligence out.

Every record traces back to a queue entry, permit, register row, award or contract filing — nothing is purchased data-as-a-service. What turns those filings into a usable record is ours: reconciliation engines, scoring algorithms and a knowledge graph that gets richer with every project we assess.94 public source systems, grouped below by region — what each region holds today and which regions are still planned.

252kcited source documents

How modeled capex is built · try it

Public filings state capacity, acreage and award amounts — almost never capex. Where a record carries filed MW, capex is modeled at a flat all-in rate per sector. Slide the capacity to see it; every such figure is labelled modeled on the map and nothing modeled is presented as filed.

Data centres$10m / MW on IT load
Thermal$1.5m / MW
Solar & wind$1.4m / MW
Storage$1.2m / MW

CO₂ storage: $60m plus $40m per permitted well. CHIPS awards are grossed up by a 15% federal cost share. Equipment categories are fixed sector shares of the modeled capex.

Frequently asked

Everything worth knowing about the map.

Straight answers — sourced from this page, not marketing copy.

01What is Setcoin Atlas?
A live map of infrastructure development read from the public record — interconnection queues, permits, procurement notices and award registers — scored with a Bankability Index. Nothing is licensed third-party data; every figure traces to a citable public document.
02Is Setcoin Atlas free to use?
Yes. The map, filters, Bankability screen and equipment views are free with no account. Developer, sponsor and citation-source detail on individual records is available to registered accounts.
03How many infrastructure projects does Setcoin Atlas track in World?
161,497 projects have been scored in World from the public record; 25,973 are currently pre-construction or in construction and shown on the live map.
04What is the Bankability Index?
A 0–100 score built only from the four consent gates shown on each record — not a credit opinion, and not a separate hidden number. Permits and grid connection are worth 35 points each; filed offtake and EPC award are worth 15 points each (offtake is weighted lower because it's the least public gate — PPAs are usually private). Tier 1 (permits and grid on record, EPC still open) scores 85 and is the primary target for both lenders structuring pre-EPC finance and vendors bidding the tender.
05Which sectors does Setcoin Atlas cover?
Data centres, Power & renewables, Grid & transmission, Semiconductors, Hydrogen & ammonia, Renewable fuels & SAF, CO₂ storage (Class VI), Transmission, Water, Advanced manufacturing.
06Which regions does Setcoin Atlas cover?
Six live regions today, built from the same public-record pipeline and gate model: United States, Europe, Canada, Latin America & Mexico, Middle East & Africa, Asia-Pacific.
07How is the data sourced?
Every project is read from public filings — interconnection queues, permits, procurement notices and award registers — never licensed third-party data. The Atlas reads 94 public source systems. Public filings are the starting point; Setcoin's proprietary reconciliation engines resolve each project, company and counterparty across registers, our own algorithms score it, and a knowledge graph that compounds with every screen and diligence file adds context no single register holds.
08What is an interconnection queue?
The public list an ISO or utility keeps of every generation, storage or large-load project waiting for a grid connection study and agreement. It's one of the earliest reliable public signals that a project is real, which is why Atlas reads these queues directly rather than press releases.
09How often is the map updated?
The snapshot refreshes with the weekly pipeline run; source and citation counts are pulled from the current registry.
10Is the Bankability Index investment advice?
No. The Bankability Index scores what a project shows on the public record — its four consent gates — so lenders, sponsors and vendors read the same project the same way. It is not a credit opinion or a recommendation.
11Are project and developer names shown publicly?
No. The public map aggregates every project to sector, stage and location only. Developer, sponsor and citation-source identity is available to registered accounts.
12Can I access Setcoin Atlas data by API?
Yes, for registered accounts. The equipment, capital-markets and regional intelligence modules ship with scheduled export or API access, priced per module or as a fixed annual fee.