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An electricity plug in front of a red lamp. dpa/picture alliance via Getty Images In the courtroom of energy supply, data centers and AI make the case that electricity demand will grow strongly between now and 2030. On one side, China argues that solar and wind renewables will fill the gap, and their growth in 2025 is strong evidence for this. On the other side, the U.S. administration is trying to suppress solar and wind while arguing that new fossil gas plants and revitalizing old coal plants, plus a massive leap for nuclear energy, is the way to go. In China, solar and wind are getting cheaper. In the U.S. fossil electricity and new nuclear are getting more expensive. The result? Electricity prices will shoot up in the U.S. A new analysis by Wood Mackenzie crunches the numbers which clarify the U.S. position, and we will look deeper into this. But first, a previous analysis by Ember clarifies the global position, and reveals how China is the central player. Solar renewables are driving growth in the power sector. Worldwide success of solar and wind will continue to allay the need for fossil power. Wind and solar renewables are growing fast, and they are forecast in 2025 to meet all new demand for electrical power. The generation of fossil electricity will be flat in 2025 compared with 2024—the first time since the Covid pandemic of 2020. The U.S. Position. Through 2030, fossil electricity from coal and gas can provide 40-75% of demand growth in the U.S. With the U.S. preparing for roughly 90 gigawatts (GW) of peak demand growth through 2030, gas and coal generation will only be able to meet about 37 GW, or 41%, of this growth, according to Wood Mackenzie. But this could rise to 67 GW, or…

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Filed under: News - @ November 24, 2025 3:08 am