A new surge in power use is threatening U.S. climate goals – “I can’t recall the last time I was so alarmed about the country’s energy trajectory”
By Brad Plumer
17 March 2024
(The New York Times) – Something unusual is happening in America. Demand for electricity, which has stayed largely flat for two decades, has begun to surge.
Over the past year, electric utilities have nearly doubled their forecasts of how much additional power they’ll need by 2028 as they confront an unexpected explosion in the number of data centers, an abrupt resurgence in manufacturing driven by new federal laws, and millions of electric vehicles being plugged in.
In Kansas, one utility has postponed the retirement of a coal plant to help power a giant electric-car battery factory.
Many power companies were already struggling to keep the lights on, especially during extreme weather, and say the strain on the grid will only increase. Peak demand in the summer is projected to grow by 38,000 megawatts nationwide in the next five years, according to an analysis by the consulting firm Grid Strategies, which is like adding another California to the grid.
“The numbers we’re seeing are pretty crazy,” said Daniel Brooks, vice president for integrated grid and energy systems at the Electric Power Research Institute, a nonprofit organization.
In an ironic twist, the swelling appetite for more electricity, driven not only by electric cars but also by battery and solar factories and other aspects of the clean-energy transition, could also jeopardize the country’s plans to fight climate change.
To meet spiking demand, utilities in states such as Georgia, North Carolina, South Carolina, Tennessee, and Virginia are proposing to build dozens of power plants over the next 15 years that would burn natural gas. In Kansas, one utility has postponed the retirement of a coal plant to help power a giant electric-car battery factory.
Burning more gas and coal runs counter to President Joe Biden’s pledge to halve the nation’s planet-warming greenhouse gases and to generate all of America’s electricity from pollution-free sources such as wind, solar and nuclear by 2035.
“I can’t recall the last time I was so alarmed about the country’s energy trajectory,” said Tyler H. Norris, a former solar developer and expert in power systems who is now pursuing a doctorate at Duke University. If a wave of new gas-fired plants gets approved by state regulators, he said, “it is game over for the Biden administration’s 2035 decarbonization goal.” [more]
