The US is projected to experience a significant increase in electricity demand by 290 terawatt-hours by 2030, driven by data centers and electric vehicles. This growth will be met by solar and wind power, leading to the phasing out of coal from the energy mix. Additionally, China has seen a substantial rise in installed power generation capacity, with solar and wind power accounting for a significant portion of new generating capacity added to the transmission system.
Big! AZ utility brings on online big 340 MW/1360 MWh battery. SRP now has 1300 MW of storage and 1,100 MW more will be operating by end of 2024. SRP has 2,300 MW of carbon-free generation, including over 1,000 MW of solar, with much more solar coming. https://t.co/lPLFhvMtMo
Commercial electricity demand grew fastest in states with rapid computing facility growth https://t.co/qCySBJSfcj
"Commercial electricity demand grew fastest in states with rapid computing facility growth." @EIAgov https://t.co/h2mDLf8PYd
#Electricity demand in the U.S. has recovered from pandemic levels, but "the growth in commercial demand for electricity is concentrated in a handful of states experiencing rapid development of large-scale computing facilities such as #datacenters" via @EIAgov https://t.co/13xepgWxHr
CHINAβs solar and wind generation have accounted for almost 80% of all new generating capacity added to the transmission system since the end of 2021: https://t.co/ccz1DEKUZt
China's installed power generation capacity increased 14.1% YoY to 3.04 billion kW by the end of May. The installed capacity of #SolarPower surged 52.2% YoY to 690 million kW, while that of #WindPower grew 20.5% YoY to 460 million kW: National Energy Administration, Friday https://t.co/g3kUrsV0Tw
EIA reports the following capacity net change from May 2024 to April 2025: UP Utility-Solar: 35.2 GW Wind: 5.5 GW Storage: 14.2 GW Down Coal: 1.3 GW Gas: 1.0 GW Oil: 0.6 GW With distributed solar of ~8 GW, RE totals 48.7 GW. RE plus storage totals 63.9 GW! https://t.co/aCOSRRrKJv
In absolute terms, the growth in electricity demand from EVs and data centers, is equivalent to the total electricity demand of a country such as Turkey, that the US has to take on. -Rystad via Oilprice https://t.co/cKV1HMvIAc
Rystad forecast - US electricity demand by sector π https://t.co/e8zT8T4lN2
Data centers and electric vehicles are expected to increase electricity demand in the US by 290 terawatt-hours by 2030. Solar and wind power will meet this growing demand, leading to the phasing out of coal from the energy mix. https://t.co/f2kMEv5C7F