Electricity Demand

India's Evening Power Deficit Persists Despite Record Solar Capacity Growth

India hit record electricity demand above 270 gigawatts in May 2026, with evening shortfalls even as solar capacity has expanded rapidly, Reuters reported.

AI data center demand is forcing a rethink of every power asset on the US grid

Soaring electricity demand from AI data centers is reviving shuttered plants and spawning record-scale solar projects, but grid buildout costs keep climbing.

Europe's summer heatwave is forcing simultaneous power crises across Italy, Hungary, and France

Heatwave stress is hitting European power grids from multiple directions at once, straining procurement teams reliant on stable wholesale electricity prices.

Dominion's 53.8 GW data center backlog and a $66.8B merger make it the utility to watch in 2026

Dominion Energy beat Q2 estimates on surging data center demand, while its pending $66.8B merger with NextEra advances toward a 2027 close.

Data center power demand is forcing utilities to rethink capital plans and grid design in real time

CenterPoint hiked its 10-year capex plan on data center load, while Midwest wholesale prices topped $500/MWh amid heat and wind shortfalls.

Utilities are committing $1.1T over five years as heat stress reshapes electricity demand

Surging heat stress and population growth are forcing a $1.1T utility infrastructure overhaul, with $208B earmarked for 2025 alone.

Renewables surpass coal, oil, and gas as the largest source of new global energy supply in 2025

Ember data shows renewables led global energy supply growth in 2025, with solar up 30% and clean power meeting all new electricity demand.

Data centers drove half of U.S. electricity demand growth in 2025, and opposition is mounting

Data centers accounted for 50% of all new U.S. electricity demand in 2025, and Goldman Sachs projects that share will keep climbing through 2027.

States accelerate virtual power plant programs as grid demand climbs

Massachusetts and Minnesota are making headline moves on virtual power plants, signaling a wider shift in how U.S. grids manage rising electricity demand.

Data centers drove half of US electricity demand growth as time-to-power becomes the defining constraint

Data centers accounted for roughly 50% of US electricity demand growth, far outpacing the global share of 17%, with power timelines now outstripping build timel

Data centers drove half of US electricity demand growth as time-to-power becomes the defining constraint

Data centers now account for roughly 50% of US electricity demand growth, far outpacing the global rate, as power infrastructure timelines stall expansion plans

Understanding the Infrastructure of Data Centers

AI and cloud computing are reshaping the nation's power grid as data centers double their electricity consumption by 2030

The U.S. Power Grid is Facing Increasing Demand. Mission-Critical Technologies Can Come to the Rescue

Strategic infrastructure upgrades and advanced technologies offer utilities a path to meet explosive demand without compromising reliability