Signal US power demand rising ~6% a year against eight-year interconnection queues

Summary

Eurasia Group argues that the US is also falling behind at home as its grid struggles with new demand. After decades with little growth, American electricity use is projected to increase by almost 6% a year through 2030, driven by reshoring, electrification and data centres. In key markets, projects now wait more than eight years on average to connect to the grid, transmission lines are ageing, and local resistance has blocked data centres in several states. Gas turbines face multi-year procurement backlogs and nuclear takes about a decade. The report argues that solar plus batteries is the quickest path to new capacity, yet it is exactly what current policy is holding back.