U.S. grid needs operators to plan now with a blend of energies including batteries, gas and coal

North American Electric Reliability Corporation graph

Fueled by increased demand and shrinking power options, the U.S. electricity grid is headed toward a reliability crisis. "Tens of millions of people face a growing risk of blackouts over the next five years, according to an annual assessment by the North American Electric Reliability Corporation, a nonprofit organization that works closely with federal regulators," reports Brad Plumer of The New York Times.

As AI data center builds have continued to demand more grid power, many "utilities are retiring older coal- and gas-burning plants and aren’t adding enough generation to dependably meet growing demand," Plumer explains. The report lists regions in Texas, the upper Midwest, the Mid-Atlantic region and the Pacific Northwest as most "at risk of electricity shortfalls."

How electricity is produced is at the heart of electricity reliability and a contentious point of national political debate. "President Trump has said that policies to fight climate change and promote wind and solar energy have weakened the reliability of electric grids, since wind turbines and solar panels can’t run at all hours," Plumer writes. But renewable energy advocates say that "Trump administration efforts to hinder wind and solar projects are depriving the grid of a fast-growing source of power."

Battery build-outs can help regional power operators create a more resilient grid that can meet demand even during extreme heat or cold snaps. "In MISO, a grid spanning 15 states in the Midwest and South, more than one-third of coal plants are set to retire by 2030," Plumer reports. "But the grid operator recently instituted a plan to speed up the connection of new gas plants and batteries over the next five years."

The report offers a list of recommendations for operators to start planning now, including "speeding up permitting processes for new power plants and transmission lines, and policies to ensure that large new sources of demand, such as data centers, don’t overwhelm the grid," Plumer adds. "It also suggests that utilities and grid operators should be careful about shutting down older coal and gas plants too quickly."