I don’t know but there has been a lot of manufacturing construction after the pandemic. Manufacturing construction has doubled since 2021 to the highest levels

I don’t know but there has been a lot of manufacturing construction after the pandemic. Manufacturing construction has doubled since 2021 to the highest levels since 2005. Presumably these projects consume power for both construction and operation. There’s probably also some amount of new industry becoming viable as energy prices fall. https://home.treasury.gov/news/featured-stories/unpacking-the-boom-in-us-construction-of-manufacturing-facilities https://home.treasury.gov/news/featured-stories/unpacking-th...