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E&E News: DOE Plays Out Worst-Case Scenarios for US Grid

Posted by Peter Behr on Jul 8, 2025

E&E News reports on the Department of Energy's recently issued report, which plays out worst-case scenarios for the US grid in the coming years. United's Caitlin Marquis stated that the study exaggerates the risk of blackouts and undervalues the contributions of advanced energy resources to alleviate grid strain across the states and regions.

A Department of Energy report issued Monday warns that the United States will lose the race for leadership in artificial intelligence technology unless it slams the brakes on plans to close older coal- and gas-fired power plants and speeds up construction of new ones.

To dramatize the challenge, DOE said that parts of the mid-Atlantic and Great Plains regions could face 400 hours of power outages in 2030 in a worst-case scenario where tech companies build giant energy-hungry AI data centers unabated, old coal plants keep closing and new power supplies come online slowly.

Hardest hit under this scenario, according to the DOE analysis, would be eastern states served by the PJM Interconnection grid. Weeks of power shortages in Maryland, Pennsylvania and Virginia by 2030 would result from power plant closures and data center expansion. Under the most severe weather conditions based on history (not including future climate forecasts), power shortages in the area could total more than a month over the course of a year.

While the DOE scenarios are startling, the department noted that U.S. grid operators responsible for keeping the lights on would not approve data center growth that would “jeopardize the reliability of the system.”

Still, the DOE analysis sets the stage for emergency actions President Donald Trump has promised. That includes ordering coal- and gas-fired generators to cancel planned closures and to keep running. A nearly 90-year-old provision of the Federal Power Act, written for wartime use, gives him broad leeway to keep the plants open during national emergencies.

The DOE report declares Trump’s vow to win the AI race against China is such an emergency.

“Absent intervention, it is impossible for the nation’s bulk power system to meet the AI growth requirements while maintaining a reliable power grid and keeping energy costs low for our citizens,” said the report.

Presented as a technical analysis, the DOE report adopts Trump’s rebuke of former President Joe Biden’s goal of closing down coal power plants in favor of carbon-free wind and solar generation, which Trump recently called “windmills and the rest of this JUNK.”

“Caused by the harmful and shortsighted policies of the previous administration, our Nation’s inadequate energy supply and infrastructure causes and makes worse the high energy prices that devastate Americans, particularly those living on low- and fixed-incomes,” the report said.

Advanced Energy United, a group of clean technology developers and energy users, took issue with sweeping assertions that wind, solar and battery technology are a net-negative for the grid as opposed to energy assets during a period of rising electricity demand:

“The study released today by the Department of Energy appears to exaggerate the risk of blackouts and undervalue the contributions of entire resource classes, like wind, solar, and battery storage, despite the fact that regions like Texas that have enabled rapid growth of these technologies have been rewarded with lower costs and a more reliable grid,” said Caitlin Marquis, managing director at Advanced Energy United.

“[It’s] troubling that this final agency action will not be subject to public scrutiny before it’s used to justify retaining power plants that aren’t needed for reliability — a decision that would directly add costs to consumers bills,” Marquis added.

Jennifer Danis, federal energy policy director at the Institute for Policy Integrity at the New York University School of Law, questioned whether the analysis supports emergency declarations from the administration ordering aging coal and gas plants to halt their retirement plans.

“Reforms may be needed to ensure better planning for future resource adequacy to power AI,” Danis said in a statement, “but they should focus on improving existing markets and planning standards, as well as speeding up new resource interconnection, rather than forcing customers to pay to keep old, inefficient plants online.”

Biden’s energy agenda — an unprecedented campaign to combat the threat of climate change fueled by the burning of coal, natural gas and oil for electricity — was only partially realized when Trump’s victory last November signed death warrants for much of the plan. The DOE report does not mention climate change.

Read the full article here.

Topics: United In The News, Caitlin Marquis, Offshore Wind, Solar, Battery Storage