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  • RMI reports that US utilities face a projected 270 GW gap in electricity capacity due to rising demand from AI and electrification and the retirement of coal plants. While utilities are increasingly relying on gas-fired power plants, severe supply chain constraints among major turbine manufacturers—with delivery dates extending to 2030—and rising procurement costs threaten grid reliability and affordability. RMI suggests that alternative solutions such as energy efficiency, virtual power plants, and grid-enhancing technologies can meet nearly all projected near-term load growth.

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    Themes: energy transitiongrid reliabilitygas-fired powerelectricity demandsupply chain
    RMI

    Document type: Report

    Regions: United States
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