ICF Warns Grid Deliverability May Limit AI-Era Power Growth
US electricity demand could rise 39% by 2035, but a new ICF report suggests the bigger challenge may be delivering power to fast-growing load centers.
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US electricity demand is projected to rise significantly by 2035, driven by data centers and other industries, but a consulting firm warns the real constraint may not be generating enough power. The challenge is whether transmission networks can physically deliver that power to where it is needed most. This matters because data center developers are already adjusting their site selection strategies and power procurement plans based on local transmission availability, and utilities may need to use interim solutions like grid-enhancing technologies before major transmission upgrades are completed.
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