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Utility Diveabout 1 month ago

The week in 5 numbers: Power outages stretch, data center load overstated

Key Takeaway

The widening gap between rising peak demand and slow resource additions, coupled with revised data center load forecasts, creates both challenges and opportunities for new generation development and strategic power procurement.

AI Summary

  • Grid reliability is deteriorating as winter peak demand outpaces new resource additions, signaling increased risk of outages and potential for higher capacity prices.
  • Initial estimates for data center load growth may be overstated, prompting a re-evaluation of future demand forecasts and investment strategies for generation and transmission.
  • A significant bribery scandal settlement highlights ongoing regulatory and market integrity challenges within the industry.

Topics

capacity-marketccgtdatacenterinterconnectpolicystoragetransmission