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Soaring U.S. Power Demand Will Need All Energy Sources
Posted on 4/18/25 at 7:13 am
Posted on 4/18/25 at 7:13 am
Soaring U.S. Power Demand Will Need All Energy Sources - OilPrice.com link
quote:
AI data centers and the reshoring of some manufacturing will drive U.S. electricity demand growth over the coming decade.
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As of July 2024, Wood Mackenzie had identified about 50 gigawatts (GW) of proposed data centers in America. This figure had doubled in a few months, and the proposed data centers were nearly 100 GW by January 1, 2025, according to WoodMac’s estimates.
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AI data centers are set to account for almost half of U.S. power demand growth by the end of the decade, the International Energy Agency (IEA) said in its Energy and AI report last week. Driven by AI use, America will consume more electricity for data centers than for the production of aluminum, steel, cement, chemicals, and all other energy-intensive goods combined, according to the agency.
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Goldman Sachs, for its part, sees U.S. electrical power demand rising by 2.4% each year through the end of the decade, with AI-related demand accounting for about two-thirds of the incremental power demand in the country.
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Who Will Power the AI Boom? Natural gas is set to provide 60% of the incremental generation capacity related to data center demand, while renewables are expected to provide the remaining 40%, the investment bank’s analysts said.
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Posted on 4/18/25 at 7:20 am to Oilfieldbiology
Say it with me...
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Posted on 4/18/25 at 7:24 am to Oilfieldbiology
quote:
Natural gas is set to provide 60% of the incremental generation capacity related to data center demand
I'm here for it.
Posted on 4/18/25 at 7:24 am to udtiger
Posted on 4/18/25 at 7:45 am to Oilfieldbiology
Chris Wright is the right man for the job.
Posted on 4/18/25 at 7:53 am to ColoradoAg03
gotta love the substation engineering path
Posted on 4/18/25 at 8:32 am to Oilfieldbiology
Need to exponentially expand power distribution lines.
Posted on 4/18/25 at 8:35 am to Oilfieldbiology
Humans scrambling to feed the demands of their AI overlords.
Posted on 4/18/25 at 8:42 am to Oilfieldbiology
How will I be able to charge my EV?
Posted on 4/18/25 at 8:43 am to udtiger
There were some companies advertising smaller reactors with a low land footprint. Don't remember the names.
Posted on 4/18/25 at 8:52 am to Dawgfanman
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Humans scrambling to feed the demands of their AI overlords.
You may be saying that in jest, or not, but I actually still have a real worry about this.
Posted on 4/18/25 at 8:56 am to Oilfieldbiology
Are we now saying we need to match the power source to the application?
Seriously?
It took till fricking 2025 to get here and my body is ready.
Seriously?
It took till fricking 2025 to get here and my body is ready.
Posted on 4/18/25 at 9:26 am to blue_morrison
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There were some companies advertising smaller reactors with a low land footprint. Don't remember the names
Nuscale Power Corp. is one.
Posted on 4/18/25 at 9:40 am to Oilfieldbiology
quote:
AI data centers are set to account for almost half of U.S. power demand growth by the end of the decade, the International Energy Agency (IEA) said in its Energy and AI report last week. Driven by AI use, America will consume more electricity for data centers than for the production of aluminum, steel, cement, chemicals, and all other energy-intensive goods combined, according to the agency.
I guess there is no way around it with the drive to AI. The main thing I wish is that taxpayers would bear no responsibility in paying for the infrastructure to power these data centers. Those centers are going to generate boatloads of money, and the companies building them are billion dollar companies. They should have to build their own plants and infrastructure, and it shouldn't be subsidized by the taxpayer. Yet, we all know that won't be the case, and your bill will continue to go up to cover their expenses.
Posted on 4/18/25 at 9:45 am to blue_morrison
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There were some companies advertising smaller reactors with a low land footprint. Don't remember the names.
Several companies are actively developing and deploying SMRs, including NuScale Power, Oklo, TerraPower, BWXT Technologies, GE Hitachi Nuclear Energy, and X-energy. Rolls-Royce and Westinghouse Electric Company also have significant SMR projects. Other notable companies include Kairos Power, Moltex Energy, and Rosatom.
Posted on 4/18/25 at 11:04 am to Oilfieldbiology
I'm not 100% sold on this demand projection. I do think the larger companies, Meta, Amazon, Musk will produce massive data centers.
But remember when crypto data centers were supposed to be coming in the 2019-2022 time frame? So many companies would go to utilities with massive demand projections. When utilities put dollar amounts to that projection, they wouldn't answer calls/emails. Then, they just disappeared.
There will be some, but not 50 GW worth.
But remember when crypto data centers were supposed to be coming in the 2019-2022 time frame? So many companies would go to utilities with massive demand projections. When utilities put dollar amounts to that projection, they wouldn't answer calls/emails. Then, they just disappeared.
There will be some, but not 50 GW worth.
Posted on 4/18/25 at 11:44 am to Ace Midnight
Waiting on the screen shot from The China Syndrome.
Posted on 4/18/25 at 1:43 pm to udtiger
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Say it with me...
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Need to do what Georgia did and build some AP-1000's. You can get over 1 GW in a small footprint.
This post was edited on 4/18/25 at 1:45 pm
Posted on 4/18/25 at 4:09 pm to Oilfieldbiology
I work in Power Engineering
Going buy me some Truck Nutz soon
Going buy me some Truck Nutz soon
Posted on 4/18/25 at 4:16 pm to AUstar
The massive bureaucracy that is nuclear power made Vogtle Units 3 and 4 take 13 years to build
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