Pair the AI buildout with President Trump’s gutting of renewable incentives and climate laws and you get…new gas plant capacity on track to nearly triple by 2030, per the EIA.
The jump: In 2025, the Energy Information Administration predicted the US would build 23 GW of new gas plant capacity between 2026 and the end of the decade. The agency has now updated that number to 66 GW.
But: There are still speedbumps, even as gas projects become more appealing to developers. FERC recently rejected a waiver request for a $2B new gas-fired plant in PJM’s fast-tracked review process. The problem? IPP Advanced Power couldn’t get gas turbines quickly enough.