Analysis
Energy Demand
Our position
After decades of flat to declining energy demand, the United States is now in the midst of a radical upswing. This is a good thing. Rising energy consumption is a feature of development, not a bug. Energy demand growth presents a real opportunity for new energy technologies, infrastructure buildout, and overall human progress. Meeting the growing energy demand will require a reformed permitting ecosystem and a diverse portfolio of technologies including baseload power generation, thus enabling cheaper, cleaner energy for decades into the future.
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Three pieces the team says to read first
Energy Demand work
Research, analysis and everything we have put on the record: comments, testimony, statements, letters and endorsements.
Showing 1–6 of 11
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Analysis
Software Won’t Expand the Grid
A practical take on grid-enhancing technologies
· Ryan Alimento
Analysis
America Makes The Wrong Steel For Its Transformer Supply Chain
A modern grid needs modern electrical steel
· Ryan Alimento
Analysis
The Public Power Anchor
Abundance Transmission Without Stealth Deregulation, an Essay in 2 Parts
· Fred Stafford
Analysis
Home Upgrades Can't Power Data Centers
The Naive Analysis Behind Residential Retrofit Maximalism
· Seaver Wang, Ryan Alimento, Alex Trembath
Analysis
The Aluminum Tech Stack
Downstream manufacturing mastery requires upstream scale
· Seaver Wang
Analysis
Don’t Let Stealth Deregulation Sink Permitting Reform
Make Transmission Policy Technical, Not Ideological
· Ted Nordhaus, Ryan Alimento, Seaver Wang
1–6 of 11
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Questions
Why is electricity demand increasing?
New manufacturing facilities, data centers, the electrification of transportation and buildings, and population and economic growth are all increasing demand for electricity.
Why are electricity prices going up?
Electricity prices are rising for many reasons, but growing demand does not have to mean higher prices. The bigger challenge is building enough affordable power and grid infrastructure to keep pace. Making it faster and cheaper to build abundant, reliable electricity is key to keeping costs down.
Are data centers and AI driving up electricity prices?
Not necessarily. Data centers and AI are increasing electricity demand, but higher demand does not have to mean higher prices. The challenge is expanding electricity supply and grid infrastructure fast enough—and ensuring large new customers pay their fair share of the costs.
Does the US have enough electricity?
Yes. Electricity supply is not fixed. The United States has abundant energy resources and technologies capable of meeting growing demand. The challenge is building power plants and grid infrastructure fast enough. Faster permitting and infrastructure development can unlock abundant, reliable electricity.