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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.

A Global Energy Monitor briefing reports a surge in proposed gas-fired power plants in the United States, driven by speculation over AI energy demand. While the U.S. now has the world's second-largest pipeline of such projects, most remain in early development stages, risking billions in stranded assets if demand forecasts prove inaccurate.

This report by Ember analyzes the UK's transition away from coal power, concluding that the country can achieve its 2025 coal phase-out without the construction of new large gas-fired power plants. The analysis suggests that renewables, interconnectors, and small-scale technology will replace coal capacity, allowing the UK to bypass a 'gas bridge' to clean power.