The Department of Energy (DOE) released a new report Monday warning of impending blackouts if the United States continues to shutter power plants without adequately replacing retiring capacity.
DOE warned in its Monday report that blackouts could increase by 100% by 2030 if the U.S. continues to retire power plants without sufficient replacements, and that the electricity grid is not prepared to meet the demand of power-hungry data centers in the years to come without more reliable generation coming online quickly. The report specifically highlighted wind and solar, two resources pushed by Biden, as responsible for eroding grid stability and advised that dispatchable generation from sources like coal, oil, gas and nuclear are necessary to meet the anticipated U.S. power demand.
“This report affirms what we already know: The United States cannot afford to continue down the unstable and dangerous path of energy subtraction previous leaders pursued, forcing the closure of baseload power sources like coal and natural gas,” DOE Secretary Chris Wright said. “In the coming years, America’s reindustrialization and the AI race will require a significantly larger supply of around-the-clock, reliable, and uninterrupted power. President Trump’s administration is committed to advancing a strategy of energy addition, and supporting all forms of energy that are affordable, reliable, and secure. If we are going to keep the lights on, win the AI race, and keep electricity prices from skyrocketing, the United States must unleash American energy.”
All regional grid systems across the U.S. are expected to lose reliability in the coming years without the addition of more reliable power, according to the DOE’s report. The U.S. will need an additional 100 gigawatts of new peak hour supply by 2030, with data centers projected to require as much as half of this electricity, the report estimates; for reference, one gigawatt is enough to power up to one million homes.
President Donald Trump declared a national energy emergency on his first day back in the Oval Office and signed an executive order on April 8 ordering DOE to review and identify at-risk regions of the electrical grid, which the report released Monday does. In contrast, former President Joe Biden cracked down on conventional power sources like coal with stringent regulations while unleashing a gusher of subsidies for green energy developments.
Electricity demand is projected to hit a record high in the next several years, surging 25% by 2030, according to Energy Information Administration (EIA) data and a recent ICF International report. Demand was essentially static for the last several years, and skyrocketing U.S. power demand presents an “urgent need” for electricity resources, according to the North American Electric Reliability Corporation (NERC), a major grid watchdog.
Wright has also issued several emergency orders to major grid operators since April. New Orleans experienced blackouts just two days after Wright issued an emergency order on May 23 to the Midcontinent Independent System Operator (MISO), the regional grid operator covering the New Orleans area.
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