Intelligence

What is likely to get built

Project tracking, power constraints and operational follow-through.

Project

Public status, announced MW and a credibility rating.

Tracker

Market

Capacity, capital and location patterns.

Insights

Power

Grid access and on-site generation. Highest weight in the model.

Weights

Vendor

Supply-chain coverage. Detailed vendor scores are not published here.

Source data

Market context

From the research workbook and cited public sources. Not a build forecast.

Fact Value Note Source
Verified project directory 52 records: 30 active forward-looking + 19 operating + 3 inactive This workbook focuses on the 30 active pipeline projects plus 3 inactive cautionary cases. Alberta Data Centre Watch
Published active data-centre demand 13.1 GW from 20 of 30 active projects Not a forecast that all projects are built; basis varies by published project/load request.
Published on-site generation 8.0 GW from 13 active projects Separate from data-centre load; do not add it to demand.
Large-load requests as of 2026-07-30 ~19,565 MW Far above Alberta's current system peak, so power access is a decisive credibility filter. Alberta.ca
2025 Alberta maximum demand ~12,800 MW Shows the scale of the request queue relative to the existing grid.
BYOG / Phase 2 context Dedicated new generation/storage pathways prioritized; process still developing Projects with credible behind-the-meter generation can have a strategic advantage, but still need approvals/FID.
AESO Phase I large-load allocation 1,200 MW total Fully allocated: 970 MW GLDC and 230 MW Keephills; this is materially stronger than a request. AESO