power demand

21May

A Demand and Price Shock

As electricity prices continue to rise and grid reliability warnings proliferate, electricity demand projections are only growing more aggressive. A new report from consulting group ICF International sees U.S. electricity demand jumping 25% by 2030 and 78% by 2050 compared to 2023. That surge in demand will have huge impacts on already teetering reliability and […]
19Feb

Manufacturers Join the Chorus: Keep the Coal Fleet Open

In just a matter of weeks, momentum has swung decisively in favor of preserving the coal fleet. First, Federal Energy Regulatory Commission (FERC) Chairman, Mark Christie, put out a statement saying the nation must “stop the premature retirement of dispatchable generation.” He was followed by the Secretary of Energy, Chris Wright, who said the U.S. should […]
05Feb

Power Demand Math Doesn’t Work Without Coal  

The nation’s grid operators are now forecasting 8.2 percent growth in electricity demand over just the next five years, largely driven by the rapid addition of AI data centers. That’s equivalent to hooking up nearly 50 million homes to the grid by 2029. It’s no secret, U.S. power supplies are already alarmingly tight, particularly in periods of […]
29Jan

Gigawatts Hiding in Plain Sight

Where is the U.S. going to get the power needed to meet surging demand? It’s a question that has become a day-one issue for the Trump administration and the AI economic engine. Just how much power are we talking and how fast? A recent forecast sees U.S. electricity demand rising 128 gigawatts (GW) over just […]
30Oct

Inheriting an Electricity Affordability Crisis

In March of this year, federal data revealed the rise in electricity prices was far outpacing general inflation. With electricity demand beginning to soar from electrification, and most notably the data center and AI revolution, that trend is only poised to accelerate. According to new analysis from a leading energy consultancy, utilities are now facing […]
23Oct

The Numbers Aren’t Adding Up

At the Federal Energy Regulatory Commission’s annual Reliability Technical Conference on Oct. 16, the nation’s top grid reliability expert sounded like a doctor delivering grim news. Despite the many warnings, despite countless reports and congressional testimony, the reliability of the nation’s grid is going from bad to worse. North American Electric Reliability Corp. (NERC) CEO Jim Robb […]
16Oct

We’re Going to Need a Bigger Boat

Every month, projections on just how much and how fast U.S. electricity demand is growing keep rising. As those projections soar, the arithmetic of the energy transition is being rewritten in real time. There’s the unforgettable line in Jaws, when the chief of police, Martin Brody, sees the shark for the first time. Stunned, he […]
10Jul

MISO Warns it’s Going to be Woefully Short of Power

Across the country, one grid operator after another is sounding the alarm over soaring power demand, an inability to meet it and the threat posed by early retirements of essential coal capacity. PJM Interconnection, the Southwest Power Pool (SPP), the Electric Reliability Council of Texas and now the Midcontinent Independent System Operator (MISO) have all […]
27Jun

A Scorching Reminder of the Coal Fleet’s Importance

Searing summer heat has blanketed much of the country and once again coal power is playing an essential role in meeting soaring demand. But this coal capacity – the very power plants working overtime to keep the lights on and air conditioners running – comes from the same plants the U.S. Environmental Protection Agency (EPA) […]
23Aug

We’re Still Not Talking Enough About Power Demand

Electricity demand records are falling daily. In Texas, the state’s grid operator has reported 10 new all-time highs in demand this summer with another new peak expected this week. In the Southwest Power Pool, which runs the grid in parts of 15 states, power demand hit an all-time high on Monday. And the operator that […]