Latitude Media launches utility-by-utility energy transition intelligence platform

Latitude Media has launched Latitude Intelligence, a research and market intelligence business focused on utility-by-utility analysis for clean energy developers, investors, and data center operators. The platform aims to separate contracted power demand from speculative forecasts as AI-driven load growth reshapes the energy transition.

Why it matters: - Latitude Intelligence is aimed at a fast-growing part of the energy transition: the race to site and finance new power assets around data center demand. - The platform is built to help developers, investors, utilities, and data center operators judge where demand is real and what utility terms apply. - Latitude Media is positioning the product around a central market gap: utility load data is reported inconsistently, making headline numbers hard to compare.

What happened: - Latitude Media launched Latitude Intelligence, a new research and market intelligence business. - The launch took place Tuesday in Boston. - The platform extends Latitude Media’s existing energy transition coverage into standardized sector data and utility-level analysis. - Scott Clavenna, Latitude Media’s co-founder and CEO, said the launch is a key step in the company’s growth and a response to the risk that AI buildout could lean too heavily on gas generation.

The details: - Latitude Intelligence is designed for renewables and storage developers, independent power producers, and the capital providers that finance them. - The platform also serves data center operators evaluating utility terms and utilities benchmarking their load against peers. - Latitude Intelligence focuses on where large load demand is real and what it takes to serve that demand. - Latitude Media said utilities across the country now report more than 500 gigawatts of data center demand. - Latitude Intelligence’s analysis says only about 123 gigawatts of that demand is under a binding contract. - The rest is made up of planning forecasts, letters of interest, and press releases. - The platform includes utility, state, and market profiles. - Those profiles show which customers are buying, how much load is under contract, which tariffs apply, which utilities have open solicitations, and which regulatory decisions are next. - Latitude Intelligence includes more than 700 data center campuses. - The platform also includes every large load tariff on record. - Tariff data covers minimum bill, contract length, exit terms, and collateral terms. - Subscriptions include enterprise-wide access to the platform, analyst-authored research reports, and direct access to the Latitude Intelligence analyst team. - The latest report, The Terms of Power II, publishes today. - A first look at the report is available for download at the report preview.

Between the lines: - Latitude Media is betting that clean power developers need more than news and broad market commentary. - The platform’s value proposition is data normalization, which makes utility demand claims easier to compare across markets. - The emphasis on contracted load suggests a more skeptical view of data center demand headlines than the broader market often uses. - The launch also reflects a broader tension in the AI infrastructure buildout: developers want clean energy solutions, while some load growth is still expected to be met with gas generation.

What's next: - Latitude Intelligence will roll out through subscriptions that combine platform access with research and analyst support. - The Terms of Power II report sets the first public benchmark for the platform’s analysis. - Latitude Media is likely to use the product to deepen its role as an information source for companies navigating utility access, load interconnection, and power procurement.

The bottom line: - Latitude Media is moving from covering the energy transition to helping quantify it, one utility at a time.