This map is from a new Grid Strategies report that uses Cleanview's data center tracker. Cleanview --> cleanview.co/ Report --> gridstrategiesllc.com/wp-con…

“These are just phenomenal numbers for an industry that was built over the past couple of decades to handle much lower load growth,” said John Wilson, Grid Strategies’ vice president and the report’s lead author. canarymedia.com/articles/dat…

If you haven't read the report, just 25 minutes and you'll have the story! Hermann, thanks for having me on!

NEW REPORT! Power demand growth doubled...again. We're going to need some infrastructure... Check it out: gridstrategiesllc.com/wp-con…

📈U.S. electricity demand is forecast to increase 5 times faster than previously estimated over the next 5 years, driven by the rise of data centers and manufacturing – meaning we need 6 times the construction of new generation and transmission capacity. gridstrategiesllc.com/wp-con…

Can anyone really comprehend what 128 GW of new demand in 5 years actually looks like? Is this even possible? These are the forecasts from @RobGramlichDC and co at grid strategies which are derived from utility forecasts submitted to FERC. Most respond with skepticism towards the demand side. But colleagues and I at CSIS are tracking the chip orders, actual datacenter FIDs, and scaling laws... these numbers are in the right ballpark. It's not for nothing that every major hyperscaler has reversed decades of no-nuclear energy procurement strategies. The public is just catching up to what the hyperscalers recognized ~24 months ago. The best reason to be skeptical of this forecast is because of Supply Side constraints.... can we even build the generation and transmission infrastructure to serve this demand at this speed? Demand will only grow as fast as our grid can reliably service it. Stakes are high: every GW of demand not-served because of supply side constraints is lost economic value, jobs, tax-base and has profound strategic implications for global US leadership on AI. Major work to be done in DC on so many long-standing policy issues: interconnection queues, stalled Tx expansion, gas-electric reliability, seams management, and new nuclear construction. The basic political terrain and policy paradigm for electric-power sector of last 30 years is now hopelessly out of date.

New Grid Strategies report showing U.S. electricity demand expected to increase 5x faster than previous estimates. U.S. load will hit 947 GW in 2029, representing 15% growth in just 5 years. That means annual peak demand growth averaging 3% per year. Eye-popping numbers.

JUST IN: Alexandria Ocasio-Cortez fumes after Donald Trump picked up a shift at McDonald's, says he is "making fun of us." AOC also took aim at Elon Musk for paying normal Americans $1M each in Pennsylvania. "Donald Trump putting on a little McDonald's costume because he thinks that's what people do. They're not trying to empathize with us. They are making fun of us." "Elon Musk thinks that dangling money in front of a working person is a cute thing to do when the election of our lives is before us." She's so mad.

Q: Do you support any restrictions on a person’s right to contraception? Trump: We’re looking at that

If you know any female Haley voter that is a "secret Harris voter" living in a Trump family and willing to talk to us, please DM us. Please also share widely so that others can contact us.

🏆Thank you to everyone who joined us at the Transmission Champions reception last night! It was an honor to commemorate @wlpFERC, @RepScottPeters, @SenatorHeinrich, and @RepGarbarino, and celebrate all the efforts being made to ensure a more cost-effective and reliable grid.

Did you know that one reason new solar/wind/storage generation isn't coming online quickly enuf is that there is a supply chain bottleneck? Long waiting list for key equipment... We recommend a collective procurement program: linkedin.com/pulse/easing-hi…

Apparently FedEx can deliver items before they ship them ...

This chart is worth keeping in mind during silly season…

Trucks carrying medical supplies denied entry into the #Gaza by the Israeli authorities on July 3 due to ongoing fighting in the south. We have been unable to bring any medical supplies since the end of April. Hospitals continue to grapple with acute shortages of supplies.

So sorry I was slow responding to your email, I was tied up watching this over and over again

Good Portland Press Herald (Maine) story on proactive grid planning. @SteveSinger10 pressherald.com/2024/06/03/u…

A new interconnection cluster study underscores the broken nature of US interconnection study methods & urgency of additional FERC action to implement recommendations of USDOE's interconnection roadmap. 🧵1/9

Trippin'