Methodology & Sourcing · The Next Hotspot

Method

01 / 05

01 · the signal

We start with what is on the record.

02 · triangulate

No single source is enough, so we read them against each other.

No customs code names an AI accelerator. We read HS 8542.31, 8473.30 and 8471 against vendor billing and grid filings.

≈41%

THE FIGURE, BEFORE IT IS PUBLISHED

Verified Announced Contested Estimated

03 · grade

Then we grade it. Nothing is asserted that the record does not support.

04 · index

Graded figures feed the scores, on one common frame.

TEN MARKETS

SEVEN STRATA LAYERS

05 · views

One graded record. Many views. Every chart in this report reads off it.

The methodology pipeline has five stages: one, the signal, drawn from customs flow, vendor disclosure, grid filings, named-project construction and market data; two, triangulation, reading those sources against each other to build a reconciled estimate; three, grading each figure Verified, Announced, Contested or Estimated; four, scoring the graded figures on one common frame to index the markets; five, publishing many views onto that one graded record.

The grade, in full

How a figure earns its grade.

Every number in the report carries one of four grades. The grade is a claim about evidence, not importance, and it decides how the figure may be read.

Verified

What it means: Confirmed in the primary record.
What it takes: A filing, licence, allocation, energisation record, or a signed and dated contract. An official statistic counts; a press report alone does not.
How to read it: As fact, on the date stated.

Announced

What it means: Stated by the party, but not yet delivered.
What it takes: An on-record statement, MoU, target or planning submission.
How to read it: As a ceiling, not a build. It becomes Verified on evidence of delivery, and Contested on credible counter-evidence.

Contested

What it means: Two credible readings that do not agree.
What it takes: Material counter-evidence to a claim already in play.
How to read it: With both sides in view. We name the dispute rather than settle what the record cannot.

Estimated

What it means: An Entelligencia model, where no primary number exists.
What it takes: A stated method and inputs, triangulated from the sources below.
How to read it: As ours, never as fact. It carries a range where the inputs are wide; a single figure is a midpoint.

The source hierarchy

What beats what, when sources disagree.

No single source is trusted on its own. Each is weighed by where it sits on this ladder, and a claim is only as strong as the highest rung that supports it.

The primary record

Filings, licences, allocations, signed and dated contracts, court and regulator decisions.

Official statistics

National customs, energy regulators, grid operators and central banks.

Named-project evidence

Construction, interconnection and energisation filings tied to a specific, named site.

First-party disclosure

Vendor and operator earnings, annual filings and investor materials.

Reputable secondary reporting

Established trade and financial press, used to corroborate a claim, not to originate one.

Modelled proxy

An Entelligencia estimate, used only where rungs one to five are silent, and always tagged Estimated.

When two sources conflict, the higher rung wins and the conflict is shown, not hidden. A figure resting only on rungs five or six is never graded Verified.

Reading the numbers

How to read a figure on the page.

The grade tag

Every figure carries its grade beside it. Read the tag before the number.

Data cut-off

This edition is current to 30 June 2026. Fast-moving figures, capital commitments, megaproject scope, memory pricing and live regulation, carry their own as-of date.

Announced numbers

Are options, not builds. Treat an announced gigawatt as a ceiling that must still clear power, permission and capital.

Estimates and ranges

An Estimated figure is a midpoint. Where the inputs are wide the range is shown; where a dollar figure is not public, capacity is shown instead.

Currency and units

Power in MW and GW; capital in the currency of the deal, with USD where it aids comparison. Headline totals mix equity, debt and multi-year programmes, so read them as scale markers, not like-for-like.

Cadence · versioning · corrections

A living record, dated and versioned.

Method version

v1.0, June 2026. Material changes to a definition or to the index are versioned, dated and logged; the version in force is shown in the footer of every page.

Cadence

The report is released in stages, and the market chapters are refreshed on the programme schedule. Fast-moving figures are re-verified before each staged release.

Corrections

Errors are corrected in place, dated and noted. If a graded figure is downgraded or withdrawn, the change is recorded rather than quietly removed.

Tell us

Found something we should re-grade? Write to hello@entelligencia.co.uk with the page and the figure, and we will check it against the record.

Independence · disclosure

What is for sale, and what is not.

Editorial independence

Grades and rankings are not for sale. They are set by the Entelligencia desk against the record. No sponsor, contributor or partner changes a grade before publication.

Commercial disclosure

Some chapters are produced under paid partnership within the Enable programme, such as Enable Brazil and Enable Chile. Where a chapter is a paid partnership it is labelled as one, and editorial control over its gradings is retained.

Contributors

Named voices appear with consent and are shown their words before publication. Anonymised contributions are used only where identity and role are verified and held on file.

Imagery

Data figures are drawn from the graded record. Cinematic and campaign visuals are illustrative and some are AI-generated; social posts and screenshots are real, shown as published.