Setcoin Insights · snapshot 2026-09-16
The global pulse, in seven charts.
What the public record says once six regions sit in one schema. One takeaway per chart; the numbers are one click away.
26,010active projects on the map
718consented and connected, EPC still open
161,497scored records behind them
252,484citations to public documents
01 · Readiness
Consented and connected, not yet tendered
718 projects have permits and a grid connection with the EPC still open — Europe leads with 643.
By region · projects
Europe77.2 GW · 386 with offtake
643
United States11.5 GW · 7 with offtake
49
Asia-Pacific1.1 GW · 0 with offtake
19
Middle East & Africa3.8 GW · 7 with offtake
7
Where they cluster · projects
United KingdomEurope · 74.8 GW
558
GermanyEurope · 2.4 GW
85
New ZealandAsia-Pacific · 1.1 GW
19
CaliforniaUnited States · 2.7 GW
12
New YorkUnited States · 3.0 GW
12
TexasUnited States · 5.1 GW
9
OmanMiddle East & Africa · 3.8 GW
7
MaineUnited States · 153 MW
4
02 · Load
The data-centre load wave
90.9 GW of data-centre load is filed in grid queues — Texas alone carries 24.5 GW.
Filed load by state or province
TexasUS · 42 projects
24.5 GW
AlbertaCA · 45 projects
18.7 GW
LouisianaUS · 4 projects
6.0 GW
PennsylvaniaUS · 66 projects
4.0 GW
GeorgiaUS · 7 projects
3.7 GW
AlaskaUS · 1 project
3.0 GW
TennesseeUS · 2 projects
2.9 GW
WyomingUS · 4 projects
2.4 GW
Filed load by region
United States231 projects
66.5 GW
Canada62 projects
22.0 GW
Europe & UK666 projects
2.4 GW
Middle East & Africa1 projects
3 MW
Capacity as filed; many campuses file no MW, so these are floors.
03 · Time
How long a US queue position takes
Projects that make it in CAISO take a median 70 months to switch on; in NYISO, the ones that fail drop out in 6.9.
Months to commercial operationMonths to withdrawal
CAISO2,325 requests since 2010
70 mo
19.6 mo
NYISO1,556 requests since 2010
58.5 mo
6.9 mo
MISO4,304 requests since 2010
48.3 mo
20.2 mo
SPP2,259 requests since 2010
48.1 mo
18 mo
Southeast3,570 requests since 2010
46.2 mo
8 mo
PJM6,261 requests since 2010
45.4 mo
23.9 mo
ERCOT3,254 requests since 2010
43.4 mo
23.9 mo
West6,400 requests since 2010
23.5 mo
20.1 mo
Median months from interconnection request, requests since 2010. Regions with fewer than 300 requests omitted.
04 · Price
What Britain pays for offtake
Every UK Contract for Difference is public — pick a technology to see its strike price move round by round.
AR32 contracts · 502 MW
£42/MWh
AR32 contracts · 37 MW
£40/MWh
AR44 contracts · 2.9 GW
£37/MWh
AR426 contracts · 909 MW
£46/MWh
AR45 contracts · 361 MW
£42/MWh
AR42 contracts · 249 MW
£46/MWh
AR44 contracts · 41 MW
£179/MWh
AR547 contracts · 1.6 GW
£47/MWh
AR522 contracts · 1.3 GW
£52/MWh
AR51 contracts · 224 MW
£52/MWh
AR510 contracts · 43 MW
£198/MWh
AR53 contracts · 12 MW
£119/MWh
AR684 contracts · 3.0 GW
£50/MWh
AR68 contracts · 1.8 GW
£54/MWh
AR621 contracts · 956 MW
£51/MWh
AR62 contracts · 12 MW
£172/MWh
AR7156 contracts · 4.9 GW
£65/MWh
AR727 contracts · 1.3 GW
£72/MWh
AR71 contracts · 100 MW
£216/MWh
AR74 contracts · 21 MW
£265/MWh
Median strike price per allocation round, 2012 £/MWh, all contract statuses.
05 · Public money
Where EU public money lands
Poland receives the most EU project funding on active infrastructure — $12.7bn across 500 projects.
Poland500 projects · grid $4.2bn, renewables $2.6bn
$12.7bn
Romania60 projects · water $4.0bn, bess $0.1bn
$4.1bn
Greece129 projects · water $0.9bn, grid $0.8bn
$2.1bn
BG64 projects · grid $0.8bn, water $0.7bn
$2bn
HR26 projects · water $1.1bn, grid $0.4bn
$1.5bn
Germany270 projects · hydrogen $0.4bn, manufacturing $0.2bn
$1.3bn
France107 projects · manufacturing $0.5bn, hydrogen $0.5bn
$1.3bn
LT20 projects · renewables $0.8bn, power $0.3bn
$1.1bn
Hungary141 projects · grid $0.2bn, water $0.2bn
$0.7bn
Netherlands61 projects · renewables $0.2bn, hydrogen $0.2bn
$0.6bn
EU cohesion and direct-management awards of €1m or more on active projects, converted at EUR × 1.10.
06 · Supply
The transformer wall
The active pipeline needs about $359bn of power transformers — a category with 48–66 month lead times everywhere.
Europe$1,922.7bn pipeline capex
$175.9bn
United States$1,523.9bn pipeline capex
$131.8bn
Canada$421.4bn pipeline capex
$27.8bn
Asia-Pacific$238.6bn pipeline capex
$14.2bn
Latin America$75.3bn pipeline capex
$5.6bn
Middle East & Africa$52.8bn pipeline capex
$3.5bn
Modeled from pipeline capex and the Atlas equipment model; not an observed order book.
07 · Cross-sector
Where new industries meet the grid
706 places host an emerging-sector site — a fab, a refinery, a biotech campus — inside an active power pipeline.
Queued power next to emerging-sector sites · MW
US-AZ-Maricopamaterials 65 · renewables 33 · bess 25 · power 36 · water 12
27.0 GW
US-CA-Los Angelesmaterials 34 · renewables 11 · bess 27 · power 1
17.8 GW
US-NV-Clarkmaterials 97 · renewables 35 · bess 21 · power 3
16.2 GW
US-CA-Kernmaterials 151 · renewables 47 · bess 11 · power 1 · ccs 3
16.1 GW
APAC-AU-NSWdefence 131 · space 2 · renewables 39
15.3 GW
US-CA-Fresnomaterials 63 · renewables 37 · bess 7 · ccs 1
13.6 GW
EU-UK-UKM50materials 2 · robotics 1 · biotech 2 · renewables 92 · bess 113 · transmission 5 · hydrogen 5 · grid 7 · datacenter 1 · power 1
12.8 GW
US-ORmaterials 1 · grid 13 · bess 1 · datacenter 1 · semiconductor 4 · transmission 1
11.6 GW
US-WA-Chelanmaterials 6 · grid 17 · renewables 1 · semiconductor 1
11.6 GW
US-CA-San Bernardinomaterials 431 · renewables 15 · bess 16 · power 1
10.9 GW