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Electricity demand Articles | Developments Today

Large loads face reliability requirements under MISO proposal

MISO Moves to Tighten Grid Rules for Large Loads and Data Centers

MISO has asked FERC to approve new reliability requirements for large loads before grid connection.
The proposal creates a separate computational-load category aimed at data centers and similar facilities.
The filing reflects rising concern that fast-growing digital demand could create new grid stability risks.

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DT Editorial Team·Sep 1, 2026·via utilitydive.com

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ERCOT aims to complete Texas governor’s data center audit by December

ERCOT races to audit Texas data center queue after governor’s pause

ERCOT says it will finish auditing large data center proposals by Dec. 10.
The review follows Texas Gov. Greg Abbott’s call for a moratorium on new interconnections.
Officials say speculative or duplicative projects may be inflating the queue and complicating planning.

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DT Editorial Team·Aug 24, 2026·via utilitydive.com

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Xcel Energy on track for 3% retail sales growth this year, executives say

Xcel Sees Data Centers Driving a Bigger Grid Buildout

Xcel has a $60 billion base capital plan for 2026-2030 and sees another $10 billion beyond that.
Executives linked incremental spending to transmission and generation for rising data center demand.
The utility says it has 2 GW of data centers contracted or under construction and a pipeline above 20 GW.
The spending mix includes renewables, gas generation, storage, transmission, and wildfire mitigation.

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DT Editorial Team·Aug 1, 2026·via utilitydive.com

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BNEF chip-based model pegs US data center demand at 207 GW by 2033

BNEF sharply raises forecast for US data center power demand

BloombergNEF now projects 118 GW of U.S. data center demand in 2030 and 194 GW by 2035 in its base case.
A second scenario based on expected AI chip deliveries puts demand at 207 GW by 2033.
The new outlook is a sharp upward revision from BloombergNEF’s December forecast.
More than 70 tracked projects are now 1 GW or larger, with some proposals reaching 10 GW.

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DT Editorial Team·Jul 28, 2026·via utilitydive.com

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Distributed Solar Has Pushed Up Pakistan's Electricity Demand By A Fifth In Two Years - CleanTechnica

Pakistan’s Solar Boom Is Raising Electricity Demand, Not Just Replacing It

A new report says Pakistan’s electricity demand rose 21% in two years.
The authors attribute the increase entirely to rapid growth in distributed solar.
Pakistan’s electrification rate reached 21.7%, near the 22.0% global average.
Agriculture, industry, residential, and commercial users all saw effects from the solar expansion.

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DT Editorial Team·Jun 26, 2026·via cleantechnica.com

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UN report warns AI could soon use 3% of world’s electricity and more water than we need to drink (via theconversation.com)

UN warns AI could use 3% of global electricity by 2030

A UN report says AI energy use could double by 2030 to reach 3% of global electricity demand.
The report also warns about rising emissions and cooling-water consumption.
It argues efficiency gains may trigger more total use through the Jevons paradox.
The policy focus is shifting toward governing AI’s physical infrastructure footprint.

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DT Editorial Team·Jun 7, 2026·via livescience.com

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Oregon PUC approves PGE’s large-load tariff framework for data centers

Oregon tightens power terms for giant data centers in a test for AI-era load growth

Oregon regulators approved a new large-load tariff for PGE territory.
Big data centers must fund required distribution upgrades and accept long-term contracts.
The order is an early test of how states manage AI-driven electricity demand growth.

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DT Editorial Team·May 28, 2026·via utilitydive.com

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What the streaming wars can teach utilities about the AI data center boom

Utilities Get a Warning Shot on AI Data Center Growth

Utility Dive says AI-driven load growth is breaking old utility assumptions.
The article compares today’s grid challenge to the fragmentation of the streaming wars.
Its main recommendation is to plan at the system level rather than project by project.

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DT Editorial Team·May 27, 2026·via utilitydive.com

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US annual electricity consumption to grow 55% by 2050: NEMA

U.S. electricity demand forecast steepens as data centers and transport reshape the grid

NEMA forecasts U.S. annual electricity consumption will rise more than 55% by 2050.
The group says data center energy use will grow 300% over the next decade and account for 38% of net electricity consumption through 2037.
NEMA argues that grid-enhancing technologies, demand response, and behind-the-meter resources will be needed to meet demand.

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DT Editorial Team·May 14, 2026·via utilitydive.com

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Commercial Electricity Sales Have Soared in Virginia, Driven by Data Centers - CleanTechnica

Virginia’s power demand surge is becoming a data center story

Virginia commercial electricity sales rose by nearly 30 million MWh from 2019 to 2025.
The source attributes most of the increase to the state’s concentration of data centers.
PJM expects the Dominion zone to see the largest absolute summer peak demand increase through 2030.

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DT Editorial Team·May 7, 2026·via cleantechnica.com

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NERC issues Level 3 alert, mandates action to address data center load losses

Grid watchdog issues highest-level alert over data center load swings

NERC issued its highest-level alert over sudden data center load drops and demand oscillations.
The warning applies to computational loads including AI training and crypto mining facilities.
Grid entities must take seven actions by Aug. 3 to improve modeling and operational readiness.

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DT Editorial Team·May 5, 2026·via utilitydive.com

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ISO New England trims 10-year forecast based on electrification outlook

ISO New England cuts its 10-year demand outlook as electrification assumptions cool

ISO New England cut its long-range demand outlook to about 9% growth by 2035.
The revision reflects more conservative assumptions about EV and heat pump adoption.
The operator still expects New England to become a dual-peaking system by 2035.

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DT Editorial Team·May 5, 2026·via utilitydive.com

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Southern Co. electricity sales soar on 42% data center growth

Southern Company’s Data Center Boom Is Rewriting the Utility Growth Story

Southern reported 2.3% year-over-year retail electricity sales growth in Q1 2026.
Data-center electricity use rose 42% from the same quarter a year earlier.
The company has 28 large-load projects totaling 11 GW under contract.
Georgia Power lifted quarterly capital spending above $2 billion.

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DT Editorial Team·May 1, 2026·via utilitydive.com

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The Download: storing nuclear waste and orchestrating agents

The Nuclear Waste Problem Is Growing More Urgent as Nuclear Power Regains Support

MIT Technology Review argues renewed nuclear support makes waste planning more urgent.
U.S. reactors produce about 2,000 metric tons of high-level waste each year.
The country still lacks a permanent storage solution for that waste.

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DT Editorial Team·Apr 29, 2026·via technologyreview.com

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image of a red, dusty scrubland covered in row after row of photovoltaic panels.

The IEA says the world has entered the ‘Age of Electricity’ as solar growth hits a record

The International Energy Agency says 2025 marked the largest global growth in solar ever observed for any energy source.
Electricity demand grew twice as fast as overall energy demand, supported by rising EV adoption and continued electrification.
Fossil fuel use still increased, but renewables and storage are increasingly setting the direction of the global energy system.

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DT Editorial Team·Apr 21, 2026·via arstechnica.com

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Solar rebound effect could raise Europe’s electricity demand 5% by 2050

Europe’s Rooftop Solar Boom Could Quietly Lift Power Demand

Researchers modeled how rooftop solar adoption can increase household electricity use.
The study estimates added demand of 63 TWh to 314 TWh by 2050.
In the worst case, Europe’s total electricity demand could rise by 5.1%.
The added load could require more renewable generation and grid flexibility.

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DT Editorial Team·Apr 20, 2026·via pv-magazine.com

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North America’s energy transition is accelerating yet volatile

North America’s energy transition is still advancing, but politics are changing the pace

Renewables are still projected to gain share in North America through 2035.
The region is expected to trail the global pace of clean-energy capacity growth.
Rising electricity demand, especially from data centers, is becoming a major stress point.
Political volatility is reshaping which projects and technologies advance fastest.

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DT Editorial Team·Apr 15, 2026·via energymonitor.ai

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PJM proposes adding 14.9 GW with bilateral contracts, central procurement

PJM Moves Toward a 14.9 GW Capacity Backstop as Data Center Growth Pressures the Grid

PJM proposed a one-time two-phase backstop procurement for 14.9 GW of new resources.
The grid operator says it could face a 50 GW to 60 GW capacity shortfall over the next decade.
States and utilities may push back if procurement levels expose customers to over-procurement costs.

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DT Editorial Team·Apr 13, 2026·via utilitydive.com

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50 GW of data centers online at end of 2025, with MISO seeing strongest growth: FERC

FERC Snapshot Shows 50 GW of Data Centers Online, With MISO Growing Fastest

A FERC snapshot cited by Utility Dive says 50 GW of data centers were online at the end of 2025.
MISO showed the fastest growth, at 43% annually since 2020.
ERCOT, the Southwest Power Pool, and the Southeast also saw rapid expansion.
The figures suggest data center demand is becoming a central grid-planning issue.

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DT Editorial Team·Mar 27, 2026·via utilitydive.com

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