As AI, geopolitical disruption and the global energy transition stand out as consistent themes for 2026, this year has seen the power market not only transform but also skyrocket in importance. As power is a commodity that operates unlike any other, we dissect how it functions, why it matters to investors, and what datasets can provide clarity.

The global demand for electricity continues to grow, driven in part by the AI boom, subsequent infrastructure building and resulting EV adoption. While power is already a volatile commodity, increasing capacity constraints and interconnection queue bottlenecks have made navigating this space more complex for investors. In this report, we discuss:

• The US power market structure and how prices are set
• Datasets investors can leverage for varying use cases
• Regional differences