About Us
An independent benchmark measuring the real-world capacity of the global economy to electrify across energy, industry, and compute.
Purpose
The Electrification Index is an independent benchmark designed to measure the real-world capacity of the global economy to electrify at scale.
Electrification is no longer a future ambition. It is a present constraint. Power generation, grid infrastructure, industrial equipment, labor, permitting, and compute demand are converging into a single systemic challenge. The pace of electrification is increasingly determined not by capital availability, but by physical, operational, and regulatory bottlenecks.
The Electrification Index exists to quantify those constraints.
What We Measure
The Index tracks electrification capacity and readiness across three interconnected domains:
Energy
Power generation, transmission, distribution, interconnection capacity, and grid resilience.
Industry
Equipment manufacturing, EPC capacity, skilled labor availability, supply chains, and deployment timelines.
Compute
Data center expansion, AI and cloud load growth, interconnection limits, and power availability for compute-intensive infrastructure, including both terrestrial and non-terrestrial compute-dependent systems.
Rather than forecasting ambition, the Index focuses on deliverability. It asks not what the world plans to electrify, but what it can realistically build, connect, and sustain.
Why the Index Exists
Public narratives around electrification often assume linear progress. In practice, electrification is nonlinear, regionally constrained, and highly sensitive to second-order effects.
Transformer shortages, interconnection backlogs, skilled labor gaps, permitting delays, and grid congestion now shape outcomes more than policy targets or capital commitments. These constraints are fragmented across utilities, OEMs, EPCs, hyperscalers, regulators, and academic research.
The Electrification Index aggregates these fragmented signals into a unified benchmark.
Its goal is not advocacy.
Its goal is clarity.
Origins
The foundation of the Electrification Index began as a collaborative research effort among academics and domain experts examining capacity constraints across the energy transition.
Over time, structured data collection expanded across utilities, EPCs, equipment manufacturers, industrial operators, and compute infrastructure developers. As data volume, geographic coverage, and sector participation increased, industry participants began requesting access to aggregated insights that extended beyond individual projects, regions, or asset classes.
The Electrification Index was formalized to meet that demand. It is built on multiple years of continuous data collection, validation, and cross-sector contribution.
Independence and Intent
The Electrification Index is independent by design.
It does not represent the interests of any single utility, manufacturer, EPC, hyperscaler, financial institution, or policymaking body. Its purpose is to measure system-level conditions as they exist on the ground, not to promote outcomes, investments, or positions.
Methodology is published, versioned, and updated over time. Changes to inputs, weighting, or structure are documented to preserve transparency, continuity, and long-term relevance. Oversight is maintained through internal governance standards and external advisory review.
Contributors and Advisory Input
The Index is informed by a growing network of 1,000+ active contributors spanning:
- utilities and grid operators
- EPCs and equipment manufacturers
- industrial operators
- hyperscalers and data center developers
- academic and policy research institutions
Contributors provide domain-specific insight, validation, and feedback based on direct operational experience. Advisory participation strengthens rigor and realism, but does not imply endorsement of conclusions or findings.
Publications
The Electrification Index is released on a structured cadence:
- Monthly updates tracking near-term capacity shifts and emerging constraints
- Quarterly syntheses identifying directional changes and systemic risks
- Annual reports providing a comprehensive view of electrification capacity and readiness
Methodology updates and targeted briefs are published as needed.
What the Index Is Not
The Electrification Index is not a market forecast.
It is not an investment recommendation.
It is not a policy position.
It is a measurement framework designed to surface the constraints that shape outcomes across energy, industry, and compute.
Get Involved
The Index is built to evolve.
Experts, academics, and industry practitioners interested in contributing to future releases are invited to learn more on the Contributors page.
For Media and Researchers
The Electrification Index serves as a reference framework for understanding real-world electrification constraints across energy, industry, and compute.
Journalists and researchers may reference the Index for background, context, and citation. Methodology summaries are publicly available to support responsible interpretation.
For additional detail on construction, governance, and limitations, see the Methodology page.
Follow us
Follow @ElecIndex for updates and data releases from the Electrification Index:
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