If you think new electricity load growth is a crisis, think again
The frenzy over new projections of electricity growth continues to escalate. This excellent episode of the Energy Transition Show is the best counterweight to that crisis mentality that I've found. The show notes themselves are extensive for those who want to dig in further.
Short summary: There are many reasons to believe that the utilities who are fanning the crisis mentality are doing it for self interested reasons based on data that are at best incomplete. Don't take any of these claims at face value.
Related: Our Nature commentary on the need for scenarios to understand the effects of AI on electricity use in the face of deep uncertainty:
Luers, Amy, Jonathan Koomey, Eric Masanet, Owen Gaffney, Felix Creutzig, Juan Lavista Ferres, and Eric Horvitz. 2024. "Will AI accelerate or delay the race to net-zero emissions?" Nature. vol. 628, April 22. pp. 718-720. [https://doi.org/10.1038/d41586-024-01137-x]
