North American Power Specialist for IIR, which provides global market intelligence for companies in the power, heavy manufacturing and industrial process businesses. For more information see www.industrialinfo.com or email powergroup@industrialinfo.com.
Roiled by executive orders, agency rulemakings, and other initiatives, the U.S. power generation landscape has shifted dramatically this year from renewables to dispatchable generation. What’s more, vast and ever-rising estimates of electric demand growth created by data centers, artificial intelligence, and advanced manufacturing are adding to the turbulence.
Presidential elections are typically important for the power industry, but few in recent memory stack up to the potential consequences of the 2024 election.
CAN ANYTHING REVERSE THE RUSH TO RENEWABLES?
The Biden Administration stresses new-build renewables, but rising gas prices gave new life to coal-fired generators.
