The research library.
Standalone reports across the three sectors. Each one is a complete briefing — data, methodology, and a clear call. Buy individually, or subscribe for the full archive.
The Water Cost of AI: Datacenter Demand to 2030
Basin-by-basin modeling of cooling and supply-chain water draw against regional stress, and where it forces siting decisions.
Advanced-Node Reshoring: Capacity, Subsidy & Risk
What the announced fabs actually deliver once power, water, and labor constraints are priced in. With a 2027 scenario set.
Interconnection Queues & the Industrial Buildout
Why the queue — not generation — is now the binding constraint, and which regions clear fast enough to host new heavy load.
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