Business Manager Tony Sapienza
Trump administration officials have delayed finalizing the repeal of EPA's 2009 "endangerment finding" - the scientific foundation for most federal climate regulations - over concerns the proposal is too legally weak to withstand court challenges. The finding underpins greenhouse gas rules for vehicles, power plants, and other major pollution sources.
Gas-fired power plant development in the US nearly tripled in 2025, driven primarily by energy-hungry AI data centers. More than a quarter of all global gas power pipeline projects are now in the US, with over a third of newly proposed capacity explicitly linked to data center projects. The boom raises concerns about long-term emissions and threatens to derail climate goals.
A massive winter storm brought power outages to over 780,000 customers across the South and East, with PJM Interconnection forecasting record peak demand of 147,000 MW. The deep freeze threatens to cripple natural gas infrastructure and test regional grids serving tens of millions of Americans.
Winter storm conditions risk shuttering Appalachia gas wells and pipelines in bitter cold, potentially forcing more electricity outages in the East. PJM warned that pressure will mount across regional grids as the nation's largest grid operator exports power while managing unprecedented demand.
FERC has directed PJM to create new rules facilitating co-location of data centers with power plants, potentially favoring on-site natural gas generation. The regulations aim to accelerate interconnection while addressing reliability concerns and avoiding lengthy grid connection delays that can stretch 5-7 years.
Naperville Council voted 6-1 to reject a 36-megawatt data center despite IBEW's Anthony Giunti emphasizing construction would bring millions to the local economy and create long-term career opportunities. Labor leaders warned that rejecting the project removes years of high-paying skilled construction work from a vacant property.
America faces critical shortages of skilled electrical workers and electricity supply to support manufacturing reshoring and AI data centers. Morgan Stanley warns of a potential 20% power shortage by 2028 while Bureau of Labor Statistics projects nearly 80,000 electrician job openings over the next decade, with apprentice programs increasing 50% to address the gap.
Microsoft announced a "Community-First AI Infrastructure" policy ensuring communities won't bear the full cost of electricity consumption and grid expansion from its data centers, following Trump administration pressure. The company's commitment comes as IEA estimates US datacenter electricity demand could triple by 2035, from 200 to 640 terawatt-hours annually.
Wind and solar generated 30% of EU electricity in 2025, surpassing fossil fuels at 29% for the first time, driven by a surge in solar installations that grew 20% for the fourth consecutive year. Energy think tank Ember reports coal power fell to a record low of 9.2%, though gas generation rose 8% due to lower hydropower availability, lifting import costs to 32 billion euros.
US electricity consumption is forecast to reach record levels in 2025 and 2026, driven primarily by surging demand from data centers and AI workloads. EIA projects total power demand rising from 4,110 billion kilowatt-hours in 2024 to over 4,260 billion kilowatt-hours in 2026, marking the first time since 2007 that demand has risen for four consecutive years.