Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Sparks

The East Coast and Midwest Are Going to Need More Electricity

What do data centers, EVs, and new semiconductor plants have in common?

Power lines.
Heatmap Illustration/Getty Images

We’re gonna need a bigger electricity generation system. That’s what PJM Interconnection, the massive electricity market spanning 13 states on the East Coast and in the Midwest, said in a report Monday.

PJM predicted that its peak electricity demand would increase every year by 1.7% in the summer and 2% in the winter. It also anticipates overall energy use to grow 2.4% annually over the next decade — an increase of 200,000 gigawatt-hours, or roughly 25%, by 2034.

That increase in demand is also about three times a previous forecast, according to Utility Dive. PJM attributes the big jump to a few factors, calling out specifically data centers, new manufacturing plants, and more electrification, especially of transportation.

The PJM forecast provides a case study for the challenges the Biden administration faces as it pursues the twin goals of lowering emissions and decarbonizing the electricity sector, along with trying to revive American manufacturing.

In order to reduce emissions, you can’t just replace fossil fuel-burning power plants with renewable and non-carbon energy sources. Everything else that emits carbon has to be decarbonized as well, including transportation, which makes up about 30% of emissions.

But doing this increases demand for electricity — a car that used to be powered by igniting gasoline is now powered by a battery that has to be charged. Electrification will put even more pressure on non-carbon power generation: not only do some combination of solar panels, wind turbines, nuclear power plants, dams and steam have to replace existing electricity demand, it has to make up for that new demand as well.

While there are ways to moderate this demand — you can pay consumers to use less electricity at peak times and have electric car batteries work as power supply for homes, for example — a world where electric power replaces combustion will mean we need to find more electricity.

That’s no small task. There are about 500,000 electric cars in the PJM area and the projection is that there will be 23 million by the end of the next decade, while the number of medium and heavy-duty electric vehicles will increase from 25,000 to 1.5 million, according to PJM’s forecast.

And then there’s new sources of electricity demand that have nothing to do with electrification, like, say, a new semiconductor plant outside Columbus, Ohio, being built by Intel or data centers in Maryland.

Right now, PJM’s existing electric load is serviced by a relatively dirty grid that’s over half coal and natural gas (although one third also comes from nuclear). PJM, like many electricity markets, has expressed worries about how retiring fossil fuel plants could impact the reliability of the grid as a whole. The new forecast “underscores the need to maintain and develop enough generation resources to serve that growing demand,” PJM’s senior vice president for planning Kenneth Seiler said in a statement.

You’re out of free articles.

Subscribe today to experience Heatmap’s expert analysis 
of climate change, clean energy, and sustainability.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Sparks

Solar for All May Be on the Chopping Block After All

The $7 billion program had been the only part of the Greenhouse Gas Reduction Fund not targeted for elimination by the Trump administration.

The EPA blocking solar power.
Heatmap Illustration/Getty Images

The Environmental Protection Agency plans to cancel grants awarded from the $7 billion Solar for All program, the final surviving grants from the Greenhouse Gas Reduction Fund, by the end of this week, The New York Times is reporting. Two sources also told the same to Heatmap.

Solar for All awarded funds to 60 nonprofits, tribes, state energy offices, and municipalities to deliver the benefits of solar energy — namely, utility bill savings — to low-income communities. Some of the programs are focused on rooftop solar, while others are building community solar, which enable residents that don’t own their homes to access cheaper power.

Keep reading...Show less
Green
Sparks

Grassley Holds Up Trump Treasury Nominees to Protect Renewables Development

Along with Senator John Curtis of Utah, the Iowa senator is aiming to preserve the definition of “begin construction” as it applies to tax credits.

John Curtis and Charles Grassley.
Heatmap Illustration/Getty Images

Iowa Senator Chuck Grassley wants “begin construction” to mean what it means.

To that end, Grassley has placed a “hold” on three nominees to the Treasury Department, the agency tasked with writing the rules and guidance for implementing the tax provisions of the One Big Beautiful Bill Act, many of which depend on that all-important definition.

Keep reading...Show less
Yellow
Sparks

Interior Order Chokes Off Permits for Solar and Wind on Federal Lands

The department creates a seemingly impossible new permitting criteria for renewable energy.

Doug Burgum.
John McDonnell/Getty Images

The Interior Department released a new secretarial order Friday saying it may no longer issue any permits to a solar or wind project on federal lands unless the agency believes it will generate as much energy per acre as a coal, gas, or nuclear power plant.

Hypothetically, this could kill off any solar or wind project going through permitting that is sited on federal lands, because these facilities would technically be less energy dense than coal, gas, and nuclear plants. This is irrespective of the potential benefits solar and wind may have for the environment or reducing carbon emissions – none of which are mentioned in the order.

Keep reading...Show less
Yellow