Core Viewpoint - The U.S. Department of Energy has proposed rules to expedite the grid connection approval process for large load projects, including data centers, potentially reducing the approval time from over three years to within 60 days, which may drive an increase in electricity demand from large loads and highlight the ongoing issues of electricity shortages and grid expansion needs in the U.S. [1] Group 1: Regulatory Changes - The proposed rules aim to accelerate the grid connection approval process for large load projects [1] - A potential time limit of 60 days for approval is being considered, compared to the current average of over three years [1] Group 2: Market Implications - The changes are expected to boost electricity demand from large loads, particularly data centers, amid ongoing electricity shortages [1] - Gas turbines and grid construction are likely to benefit as primary electricity supply sources [1] Group 3: Supply and Demand Dynamics - Traditional power sources are unlikely to fully address the electricity supply-demand gap projected for 2025-2027 [1] - There are growth opportunities for portable power sources such as small gas turbines, solid oxide fuel cells (SOFC), and solar storage systems [1]