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A Hotter World is Turbocharging Our Electricity Use

The U.S. came very close to setting a new record for hourly electricity demand this summer.

An air conditioning system.
Heatmap Illustration/Getty Images

It’s getting hotter. And when it gets really hot, everyone uses more electricity, much of which comes from fossil fuels. This is a basic dilemma facing much of the world thanks to climate change, with the United States very, very much included.

According to data from the Energy Information Administration, the U.S. had its second highest demand for electricity in a given hour this past summer, with 741,815 megawatt-hours on the grid on July 27, 2023. Temperatures were as high as 125 degrees in Death Valley that day, with local highs of 95 degrees in New York City, 94 degrees in Houston, and 96 degrees in Los Angeles. Total electricity demand was also only 889 megawatt-hours short of the record set on July 20, 2022.

Annual demand peaked last year with just over 4 trillion megawatt-hours of electricity consumed across the country, according to EIA data. That record will surely be broken in the coming years. Indeed, several electric grids had all-time usage records this past summer, including Texas’s ERCOT and several grids in Arizona.

Overall consumption will likely continue to rise, not just because of more demand for air conditioning in a warming world, but because of the policy response to warming, namely electrification. To get away from burning fossil fuels for power and heat, more cars will run off batteries and more homes will be heated and cooled with heat pumps.

All this, along with population growth, economic growth, and increased industrialization to build the renewable energy components, cars, and semiconductors policymakers want to bring back onshore, poses quite the challenge to those tasked with reducing emissions. Climate change is caused by burning fossil fuels for energy, yet our energy consumption will rise in response to climate change. The fast deployment of tremendous amounts of non-carbon-emitting energy is the only way to deal with the effects of global warming without making the problem worse.

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Sparks

Koloma Strikes New Hydrogen Exploration Deal in the Philippines

The deal, shared exclusively with Heatmap, is the startup’s third in the oil-importing country.

A Koloma worker.
Heatmap Illustration/Koloma, Getty Images

Hydrogen fuel comes in myriad forms. There’s green hydrogen, which is extracted from water molecules using zero-carbon electricity. There’s blue hydrogen, derived from methane and scrubbed clean by carbon capture. And then there’s white hydrogen. Otherwise known as natural or geologic hydrogen, this type of hydrogen comes directly from naturally occurring deposits in the earth, can accumulate in considerable quantities and concentrations, and is highly energy-efficient to extract compared to manufacturing pathways such as electrolyzers and steam methane reforming.

It’s a seductive promise, but finding deposits with enough hydrogen to make the economics of exploration work is difficult. That’s where Koloma comes in. The startup uses a bespoke subsurface data set, which its founders developed over 20-plus years, to flag the areas most likely to hold sufficient hydrogen, after which they can extract it for power and derivative fuels.

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The latest forecast from BloombergNEF raises its estimate for AI electricity demand by 83%.

A data center and power lines.
Heatmap Illustration/Getty Images

Energy analysts at BloombergNEF predicted last year that U.S. data center electricity demand would reach 106 gigawatts within the next decade. In its latest outlook, released Tuesday, the group increased its forecast by 83%, to 194 gigawatts — enough to light up 150 million homes, or roughly every single household in the country today.

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Microsoft Sustainability Chief Hounded by Protestors at Seattle Climate Week

“Microsoft, you can’t hide, we can see your dirty side!”

Microsoft logo
Photo by Beata Zawrzel/NurPhoto via Getty Images

Protestors interrupted one of the final sessions of PNW Climate Week — a conference that brings together climate leaders across Washington, Oregon, and British Columbia — objecting to Microsoft’s rising carbon emissions from data centers and partnerships with oil and gas companies. The company’s Chief Sustainability Officer Melanie Nakagawa was having a one on one conversation with GeekWire climate reporter Lisa Stiffler at Seattle’s City Hall when protestors carrying signs reading “Microsoft’s AI pollutes” and other slogans began shouting from the audience.

I was there, having just moderated the prior panel on how to finance Washington’s clean energy ambitions. Early on there were some rumblings in the crowd from up front. “Climate leaders don’t build gas pipelines in Moses Lake,” was the first objection I heard clearly. It came shortly after Nakagawa kicked off the conversation by highlighting Microsoft’s partnership with sustainable aviation fuel startup Twelve, which recently opened its first commercial-scale SAF plant in Moses Lake, Washington. The tech giant has supported the project through a strategic investment from its Climate Innovation Fund, as well as an offtake agreement for the fuel that will help offset its emissions from employee travel.

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