US Electric Power -- And The Grid -- And Policy -- March 14, 2024

Locator: 46755GRID.

Link here.

If you have time for just one "energy" article today, this is it.

Did anyone not see this coming? The next nominees for the Geico Rock Award might be Brad Plumer and Nadja Popovich.

Something unusual is happening in America. Demand for electricity, which has stayed largely flat for two decades, has begun to surge.

Over the past year, electric utilities have nearly doubled their forecasts of how much additional power they’ll need by 2028 as they confront an unexpected explosion in the number of data centers, an abrupt resurgence in manufacturing driven by new federal laws, and millions of electric vehicles being plugged in.

Many power companies were already struggling to keep the lights on, especially during extreme weather, and say the strain on grids will only increase. Peak demand in the summer is projected to grow by 38,000 megawatts nationwide in the next five years, according to an analysis by the consulting firm Grid Strategies, which is like adding another California to the grid.

“The numbers we’re seeing are pretty crazy,” said Daniel Brooks, vice president of integrated grid and energy systems at the Electric Power Research Institute, a nonprofit organization.

In an ironic twist, the swelling appetite for more electricity, driven not only by electric cars but also by battery and solar factories and other aspects of the clean-energy transition, could also jeopardize the country’s plans to fight climate change.

These are the only options and nuclear is not one of them:

• US: natural gas
• Europe: natural gas and coal
• China: natural gas and lots of coal
• emerging nations: lots of coal

More from the linked article

To meet spiking demand, utilities in states like Georgia, North Carolina, South Carolina, Tennessee and Virginia are proposing to build dozens of power plants over the next 15 years that would burn natural gas. In Kansas, one utility has postponed the retirement of a coal plant to help power a giant electric-car battery factory.

Burning more gas and coal runs counter to President Biden’s pledge to halve the nation’s planet-warming greenhouse gases and to generate all of America’s electricity from pollution-free sources such as wind, solar and nuclear by 2035.

“I can’t recall the last time I was so alarmed about the country’s energy trajectory,” said Tyler H. Norris, a former solar developer and expert in power systems who is now pursuing a doctorate at Duke University. If a wave of new gas-fired plants gets approved by state regulators, he said, “it is game over for the Biden administration’s 2035 decarbonization goal.”

Some utilities say they need additional fossil fuel capacity because cleaner alternatives like wind or solar power aren’t growing fast enough and can be bogged down by delayed permits and snarled supply chains. While a data center can be built in just one year, it can take five years or longer to connect renewable energy projects to the grid and a decade to build some of the long-distance power lines they require. Utilities also note that data centers and factories need power 24 hours a day, something wind and solar can’t do alone.

Putting this in perspective:

Many worry the grid won’t keep up.

PJM Interconnection, which oversees the nation’s largest regional grid, stretching from Illinois to New Jersey, is now expecting an additional 10,000 megawatts of demand by 2030 that wasn’t forecast last year. That’s akin to adding another New York City to the system.

“To see that come on all of the sudden, even for a system as big as ours, that’s significant,” said Ken Seiler, who leads system planning for PJM.

Akin to adding another NYC to the system.

And then this from Elon Musk and Barron's, link here:

Again, it's the grid. Gonna need a lot of blue collar workers to put up those transmission grids.

Fortunately we have a huge labor pool surging across the southern border -- we're gonna need that labor.