Overview

• Rising demand from data centers, AI, and clean technology manufacturing strains U.S. energy supplies, with projections showing electricity usage could surge to unprecedented levels.
• Several states, including Georgia and Texas, face challenges in meeting the increased power needs, with some areas requiring the power equivalent of multiple large nuclear power plants.
• The Biden Administration's push for clean energy and strict EPA regulations on greenhouse gas emissions from power plants are contributing to the grid's challenges.
• Experts warn of potentially catastrophic consequences for grid reliability, with calls for major upgrades and a reevaluation of energy policies.
• The power grid's strain is also affecting the transition to cleaner energy, as utility executives lobby to delay the retirement of fossil fuel plants and bring more online.