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The United States has the world's second-largest pipeline of gas-fired power plants in development, totaling over 85 GW, largely fueled by speculation regarding AI energy needs. However, most of these projects are in early stages, and there is a significant risk that they could become stranded assets if AI power demand does not materialize. The report highlights that renewables and storage are currently cheaper and faster to deploy than new gas power, while specific regions like Texas and the PJM Interconnection area are seeing the highest concentration of these developments.

The report finds that electric vehicle (EV) drivers in all U.S. states can expect cost savings per trip and annually compared to gas vehicle drivers. The highest savings occur in Washington State due to high gasoline prices and low residential electricity rates, while the lowest savings are found in Hawaii due to higher electricity costs. The analysis focuses on three vehicle classes—sedans, SUVs, and trucks—using 2023 base models and a mix of home and public charging data.

A fact sheet analyzing 210 U.S. coal plants, finding that 99% are more expensive to operate than replacing them with new wind or solar. It highlights the potential for $589 billion in investment in energy communities and the feasibility of integrating battery storage to maintain grid reliability.