U.S. Power Grid Strains Under Record Electricity Demand | EN590 Commodities
EN590 Commodities GroupMarket Analysis August 14, 2026
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Irina Slav has been writing about global energy markets since 2007, covering the oil and gas industry, energy security, commodities, and the… U.S. demand for electricity is expected to hit an all-time high both this year and next, driven by the data center buildout of Big Tech. This is the latest in a series of record-demandprojectionsby the Energy Information Administration. There is one problem, though. That problem is the grid. Electricity consumption in the United States has already had two record-breaking years: 2024 and 2025. The trend is seen extending and possibly accelerating because of the IT industry and its artificial intelligence race, hitting 4,268 billion kWh this ye
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