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North American Grid Faces Rising Reliability Risks
9.2
The North American Electric Reliability Corporation (NERC) releases its 2025 Long-Term Reliability Assessment on Jan. 29, 2026, warning that summer peak demand could rise by 224 GW and winter demand by 245 GW through 2035. The report attributes most growth to data centers and AI, identifies 13 of 23 regions facing elevated or high adequacy risk, and warns resource additions must accelerate to avoid shortfalls.
Key Points
- 1Project shows summer demand rising 224 GW and winter 245 GW by 2035.
- 2Identifies 13 of 23 regions with elevated or high resource-adequacy risk.
- 3Urges accelerated resource additions, storage, firm gas, and transmission investment for reliability.
Scoring Rationale
Authoritative NERC assessment highlights urgent, widespread grid risks from AI-driven demand; regional modeling limits inclusion of pending resource programs.
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