Goldman Sachs has a warning: US grids will run out of spare capacity by 2030. (Bloomberg)
Analyst Samantha Dart predicts almost all US grids will miss their typical 15% reserve margin targets by the end of the decade, creating a capacity bottleneck that could cost the US the lead in the AI race against China.
It’s not just reliability at risk: Rising bills (up 9% nationally and 20% in places like New York over the last two years) are becoming a political liability, with energy inflation set to be a central issue in many of the 36 gubernatorial elections this year.