Energy Supply Chain Resilience for Rapid Load Growth: Implications for Utilities and Data Center Expansion
June 30, 2026
This report examines the rapidly evolving supply chains supporting data center energy infrastructure amid accelerating load growth and increasing pressure on electrical generation equipment. Since EPRI’s 2025 assessment, the industry has reached several key milestones, including record-high gas turbine orders, longer transformer lead times, and the emergence of gigawatt-scale fuel cell procurement as a mainstream planning option. At the same time, solar power continued to dominate new U.S. generation additions despite a decline in total installations compared with 2024.