Skip to content Skip to sidebar Skip to footer
01

Power systems are not fixed by pause. They are fixed by building. Growth forces investment, infrastructure, and modernization. Stagnation delays solutions and compounds risk.

02

Freezing new projects does not lower costs. It prevents new supply from being built, locks in scarcity, slows scientific progress, and shifts costs onto existing customers over time.

03

The United States is not running out of energy resources. In fact, over 2000 gigawatts of power is in permitting and connecting backlogs. The constraint is institutional, not physical.

04

Studies show that new large loads do not increase prices when supply is allowed to expand and can reduce long-run costs by accelerating investment in new generation. Today’s price pressures stem from constrained supply, not demand growth itself.

Powering the conditions for progress.

The Project

The Capacity Project is an independent research and analysis initiative focused on energy supply, infrastructure, and system design. We work to make complex energy systems legible and to advance policies that support abundant, reliable, and affordable power.

Get GridBrief

The American Capacity Project © 2026. All Rights Reserved.