TL;DR
Hyperscalers need 34–44 GW of new carbon-free, hourly-matched power by 2030. The world is building <4 GW of true "firm" clean capacity by then.
Their only option: pay massive premiums for "synthetic firm" — intermittent renewables + storage + demand-response logs. In 2025, these bundles already trade at $160–$280/MWh — 5–8× the price of a 2023 solar PPA.
Key Takeaways
- Hyperscalers need 34–44 GW; the world builds <4 GW
- Synthetic firm = renewables + storage + flexible load + auditable logs
- 2025 deals trade at $160–$280/MWh — 5–8× old prices
- Supply = low single-digit GW; demand = unlimited wallet
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Tags:
energyfintechgridtrading