Every Energy story tagged Data centres and AI load growth.
Sempra expects a 20% increase to Oncor's five-year $47.5 billion capital plan after the Texas utility hit a new peak demand of 33 GW, driven by strong load growth from data centers and other sectors.
Rapid demand from AI and data centers is stressing under-maintained electrical infrastructure.
A Kevala study finds front-of-meter solar and storage could serve 17.5 GW of California's summer peak load by 2032.
A U.S. executive order targeting foreign bulk-power equipment, combined with rapid load growth, is shifting the focus from generation cost to infrastructure.