Trump administration threatens 92 GW of new electricity supply with red tape
Permitting delays pushed by the Trump administration threaten to derail 92 gigawatts of clean power, even as electricity demand from AI data centers skyrockets.
Already, permitting changes and federal funding withdrawals have led to the cancellation of 7 gigawatts of generating capacity on federal land in 2025, according to a new study from consulting firm Wood Mackenzie. The additional scrutiny could cancel another 12 gigawatts on federal land and 80 gigawatts on private property.
The federal challenges affect more than $121 billion in investment in the energy space, the report noted.
Demand for electricity has been climbing in recent years after two decades of zero growth, driven in part by the expansion of data centers to feed the AI boom. Data centers are expected to grow in number and scale in the coming decade, according to market forecasters at BloombergNEF, which in turn pushes up their electricity use nearly threefold...
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