From New York to California, state renewable electrical power dreams are collapsing. Power demands soar, while the federal government cuts funding and support for wind, solar, and grid batteries. Renewables cannot provide enough power to support the artificial intelligence revolution. The Net Zero electricity transition is failing in the United States [wattsupwiththat.com]:
For the last two decades, state governments have embraced policies aimed at replacing coal and natural gas power plants with renewable sources. Twenty-three states enacted [cesa.org] laws or executive orders to move to 100% Net Zero electricity by 2050. Onshore and offshore wind, utility-scale and rooftop solar, and grid-scale batteries were heavily promoted by states and most federal administrations.
The New York State Climate Action Scoping Plan [ny.gov] of 2022 called for 70% renewable electricity by 2030 and 100% by 2040. But 49.7% of the state’s electricity came [eia.gov] from gas in 2024, up from 47.7% in 2023. A January executive order issued by President Trump halted [whitehouse.gov] federal leases for construction of offshore wind systems. New York, nine other east coast states, and California were counting on offshore wind [canarymedia.com] in efforts to get to 100% renewable electricity, but new offshore wind projects are now halted.
Wind and solar have benefited from federal tax credits, loans, and outright grants since 1992. But the Trump administration is now working to slash federal government support for these technologies. The One Big Beautiful Bill Act (OBBB) passed [sidley.com] the House of Representatives on May 22. The bill eliminates Production Tax Credits and Investment Tax Credits for renewable systems that begin construction later than 60 days after passage of the bill or for projects that do not complete construction by year end 2028. The bill also halts the sale of tax credits from renewable projects. If the Senate passes the bill, these measures will choke off green energy projects that have relied on federal funding for decades.
[...] Along with federal cutbacks, the artificial intelligence (AI) revolution now drives the nation’s power system, interrupting the renewable electricity transition. Microsoft, Meta, Google, Amazon, and other giant firms are building new data centers and upgrading existing data centers to power AI. AI processors run 24-hours a day for months to enable computers to think like humans. When servers are upgraded to support AI, they consume 6 to 10 times more power than when used for cloud storage and the internet. Data centers consumed 4% of US electricity at the start of 2024 but are projected to consume 20% within the next decade.
[...] In December, the North American Electric Reliability Corporation concluded [electric.coop] that that over half of North America risks power shortfalls [electric.coop] in the next decade from surging demand and coal and gas plant retirements. Grid operators are now stepping back from the transition to wind and solar. Coal-fired power plant closures have been postponed in Georgia, Indiana, Illinois, Tennessee, Utah, West Virginia, and other states. Nuclear plants are being restarted in Michigan and Pennsylvania. But the big winner will be natural gas.
More than 200 gas plants are planned or under construction. Gas facilities can be brought online in about three years, compared to ten years for nuclear plants. Gas plants can be built near cities, often on former power plant sites, and require fewer new transmission lines than needed by wind and solar systems.
TFA talks about BYOP (bring your own power) trends for AI and the perils of using lithium batteries for storing wind and solar generated energy.
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