(p. A1) 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.
Many power companies were already struggling to keep the lights on, especially during extreme weather, and say the strain on grids 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 of 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 like 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.
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(p. A15) At the same time, investment in American manufacturing is hitting a 50-year high, fueled by new federal tax breaks to lift microchip and clean-tech production. Since 2021, companies have announced plans to spend at least $525 billion on factories for semiconductors, batteries, solar panels and more.
In Georgia, where dozens of electric vehicle companies and suppliers are setting up shop, the state’s largest utility now expects 16 times as much growth in electricity demand this decade as it did two years ago.
Millions of Americans are also buying plug-in vehicles and electric heat pumps for their homes, spurred by recent federal incentives. In California, one-fifth of new cars sold are electric, and officials estimate that E.V.s could account for 10 percent of power use during peak hours by 2035.
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So far, one state that has kept pace with explosive demand is Texas, where electricity use has risen 29 percent over the past decade, partly driven by things like bitcoin mining, liquefied natural gas terminals and the electrification of oil fields. Texas’s streamlined permitting process allows wind, solar and battery projects to get built and connected faster than almost anywhere else, and the state zoomed past California last year to lead the nation in large-scale solar power.
“Texas still has problems, but there’s a lot to learn from how the state makes it easier to build clean energy,” said Devin Hartman, director of energy and environmental policy at the R Street Institute.
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(Note: ellipses, and bracketed year, added.)
(Note: the online version of the story has the date March 14, 2024, and has the title “A New Surge in Power Use Is Threatening U.S. Climate Goals.”)