The IEA expects global electricity demand to grow 3.6% in 2026 and 3.8% in 2027. In the United States, data centers are the main growth driver, while renewables expand, gas generation rises, and emissions increase modestly in 2026.
Brandon Owens
WF6, a critical semiconductor gas, remains available despite reports of Japanese production exits. Yet China-linked tungsten feedstock controls, price spikes, concentrated supply, and 18–24-month qualification cycles expose a deeper bottleneck AI-driven chip demand cannot quickly solve.
Morgan Bazilian
The AI economy needs electricity, but customers should not subsidize its growth. This series proposes an Electricity Customer Bill of Rights to protect affordability, reliability, transparency, communities, and fair cost allocation while enabling responsible infrastructure-scale demand.
Brandon Owens
AI data centers are stressing U.S. power regulation. The article argues for verified large-load governance: milestone-based forecasting, cost-causation tariffs, flexible service classes, operational visibility, and coordinated federal-state oversight.
Morgan Bazilian