According to Huatai Securities, the U.S. Secretary of Energy has put forward a proposed regulation aimed at accelerating the approval process for connecting large-load projects, such as data centers, to the power grid. The proposal contemplates establishing a maximum timeframe for approval—potentially reducing it to within 60 days, a stark contrast to the current process that can span over three years. This initiative is poised to further fuel the surge in power demand from high-capacity loads, underscoring the persistent need to address power shortages and expand the grid infrastructure in the U.S., especially in the context of the rapid expansion of data centers. As primary power providers, gas turbines and grid construction endeavors are expected to continue reaping benefits. Furthermore, it is still improbable that the activation of traditional power sources will completely close the power supply-demand gap between 2025 and 2027. This scenario opens up growth avenues for portable power solutions, including small gas turbines, Solid Oxide Fuel Cells (SOFCs), and solar-plus-storage systems.