Will the US have a shortfall of electricity

[moke]

Will the US face an electricity shortfall by 2029?
Short answer: Yes, likely in several regions during peak demand or extreme weather.
Key points:

US electricity demand is surging: +15–25% by 2030, driven by AI data centers (+3x load), EVs, and manufacturing.
Peak demand could rise 128 GW by 2029; retirements of 52 GW (mostly coal/gas) will offset much of the new build.
Highest-risk areas: Texas (ERCOT), Midwest (MISO), Mid-Atlantic/Northeast (PJM) — already flagged by NERC for elevated shortfall risk starting 2026–2028.
Nationwide gap for data centers alone could hit 44 GW by 2028–2029.
Grid is reliable under normal conditions, but heat waves or cold snaps could trigger shortages or rolling blackouts in those regions.

Bottom line: Regional electricity shortfalls are probable by 2029 unless new generation, transmission, and batteries come online much faster.Fast

[dan_s]

Watch the first 15 minutes of this podcast: https://www.youtube.com/watch?v=-dsWimqipxc&t=2058s

This issue might be a problem next summer.