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U.S. Needs an Energy Policy Investors Can Bank On

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Summary

The United States is asking its energy system to do more, faster. Artificial intelligence (AI), data centers, advanced manufacturing, and electrification are pushing electricity demand upward after two decades of relative stagnation. Data centers alone consumed about 4.4 percent of US electricity in 2023 and could consume between 6.7 and 12 percent by 2028, according to the US Department of Energy. Meeting that demand while maintaining affordability, reliability, energy security, and environmental stewardship will require enormous amounts of private capital.

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    U.S. Needs an Energy Policy Investors Can Bank On

    The United States is asking its energy system to do more, faster. Artificial intelligence (AI), data centers, advanced manufacturing, and electrification are pushing electricity demand upward after two decades of relative stagnation. Data centers alone consumed about 4.4...