Shanu Mathew(@ShanuMathew93):GS sees US BTM going from ~2-3 GW in 2026 to ~30+ GW by 2030. Need to get +7-8GW/yr from BTM. Good luck and we shall see but 2027-2028 is going to be the big test period for all these forecasts. Either showcase we can build things quickly and that this time is different, or bottlenecks force a slowdown.

Shanu Mathew

@ShanuMathew93

Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. Background in equity & credit markets, startups, & IB. Personal views NOT employers. NOT advice.

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Shanu Mathew@ShanuMathew93

2026.09.23 11:48

GS sees US BTM going from ~2-3 GW in 2026 to ~30+ GW by 2030. Need to get +7-8GW/yr from BTM. Good luck and we shall see but 2027-2028 is going to be the big test period for all these forecasts. Either showcase we can build things quickly and that this time is different, or bottlenecks force a slowdown.