Browse
Market perspective

Government & policy

Governments are market participants — sovereign funds, permitting, export controls — not just commentators on the sideline.

Sovereign AI, permitting, export controls — states as market actors.

Questions worth asking

Use these as a starting point — or ask your own in the panel on the right.

  1. Which permitting regimes actually move interconnection timelines?
  2. How do sovereign AI funds show up in watts and wafers, not press releases?
  3. Where does industrial policy collide with local rate-payer politics?

Related perspectives

How this part of the buildout connects to the rest of the map.

See it on the map

The power & grid map traces players, metrics, and who wins / who pays — a concrete place to start when you want numbers and connections side by side.

Open the power & grid map