Comment by bryanlarsen

There are four things increasing energy demand in the US at roughly the same rate, each very roughly about 1% per annum:

- increasing demand due to GDP & population growth - increasing demand due to the increased use of air conditioning due to global warming - increased demand due to EV's and other decarbonization efforts - increased demand from AI

Only one of those 4 things wasn't highly predictable. A robust build out for the first three would have gone a long way to covering the fourth. In the past increased demand was covered by increased efficiency in heating and lighting, but those gains are slowing, and Trump's gutting of regulations will reverse them.