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@KobeissiLetter

Is a US power crisis unfolding? Power demand is expected to exceed available electric generation at peak moments by 2028. Peak demand is projected to reach 1,160 gigawatts, above the 1,158 gigawatts of anticipated supply. By 2033, the power capacity shortfall could widen to as much as 175 gigawatts, a level that materially threatens grid stability. This would stem from peak demand rising to 1,229 gigawatts, while anticipated peak supply declines to 1,128 gigawatts. The US is facing a surge in electricity use from AI data centers, factories, and EVs that is expected to overwhelm generation capacity and drain emergency reserves, sharply increasing the risk of outages and blackouts. We need more power.

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