U.S. utilities and grid operators are urging households to prepare for tighter electricity supplies, possible rolling blackouts during extreme weather, and new risks from large loads like data centers

Kind of Ironic that we lost power over the holiday and had a great dry run. Hope everyone had a great Labor Day weekend. As we had company, a storm rolled in on us, and only 900 people in our county were without power. As you have heard me say, it is better to prepare […]

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What Is the Reason for the 1000% Increase in Power costs to Consumers?

American electricity customers are facing sticker shock that goes far beyond ordinary inflation. In the nation’s largest grid region, PJM Interconnection—serving 65 million people across 13 states and Washington, D.C.—capacity prices have risen from roughly $29 per MW-day in the 2024/2025 auction to $270, then $329–$333 per MW-day in subsequent auctions. That is an increase […]

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Data Center Growth on Track to Absorb a Fifth of US Power Use by 2035: Nuclear Had Better Be Implemented Before We Get There

The explosive growth of data centers, driven primarily by artificial intelligence, is reshaping America’s electricity landscape. High-end projections now show data centers potentially consuming up to 20% of total U.S. electricity by 2035 in aggressive scenarios—roughly a four- to five-fold increase from today’s ~4-5% share. Even as AI model developers announce efficiency gains, the underlying […]

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NERC Issues Alert on Data Centers Threatening Grid Stability

The North American Electric Reliability Corporation (NERC) has issued a rare Level 3 Essential Action Alert—its highest-urgency notification—warning that the explosive growth of data centers, particularly those powering AI training, cryptocurrency mining, and traditional computing loads, is introducing new risks to the bulk power system. Issued on May 4, 2026, the alert highlights “customer-initiated large […]

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U.S. Blackout Risk

Daily Standup Top Stories Europe Is Already Facing Its Next Energy Crisis November 23, 2024 Clark Savage With winter still approaching, storage is being emptied faster than usual and gas prices have surged, raising echoes of the 2022 shock. Rapidly depleting gas reserves and looming supply cuts from Moscow have the makings […] Half of U.S. at […]

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ESG = Oil & Gas

Daily Standup Top Stories Energy Giants Create Global Synthetic Natural Gas Coalition March 20, 2024 Mariel Alumit Supermajor TotalEnergies, another French energy giant, Engie, and U.S. Sempra Infrastructure have announced plans to create a global coalition to support the production and use of e-natural gas (e-NG), a synthetic natural gas produced from renewable hydrogen […] Deutschland: How Germany Is […]

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