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U.S. power crisis looms as demand outpaces ageing infrastructure by 2030

The clock is ticking on America's power grid. With 104 GW of capacity vanishing by 2030, can lawmakers fix outdated laws before the lights go out?

The image shows a graph depicting the state average cost per kWh of electric energy in 2022. The...
The image shows a graph depicting the state average cost per kWh of electric energy in 2022. The graph is accompanied by text that provides further information about the data.

U.S. power crisis looms as demand outpaces ageing infrastructure by 2030

The U.S. faces a growing power shortage as demand rises and ageing plants retire. By 2030, 104 gigawatts (GW) of reliable power capacity will shut down, while demand could surge by 35 to 108 GW. Experts warn that current energy policies, focused on cutting demand and boosting electricity reliance, are worsening the problem.

Paige Lambermont, a Research Fellow at the Competitive Enterprise Institute, has highlighted the need for urgent reforms. Speaking before lawmakers, she stressed that permitting changes and innovation are critical to meeting future energy news.

The crisis stems from slow infrastructure development and regulatory barriers. Unlike China, where nuclear plants are built rapidly, the U.S. has seen almost no progress in large reactor construction. Only three new reactors have come online since 1996, and none are currently under construction.

Lambermont pointed to outdated laws, such as the National Environmental Policy Act (NEPA), as major obstacles. Reforms to NEPA and other regulations are needed to speed up approvals for new power plants. Agencies like the Environmental Protection Agency (EPA) and the Nuclear Regulatory Commission (NRC) must also modernise their processes to support faster development.

One proposed solution is Consumer Regulated Electricity (CRE), a model allowing privately funded, off-grid utilities to bypass traditional grid queues. This could ease bottlenecks in bringing new news online. However, implementing CRE requires legislation from both state and federal governments.

The current system relies heavily on reducing demand rather than expanding supply. But with electricity use set to climb, experts argue that new approaches—like CRE and permitting reform—are essential to prevent shortages.

Without significant changes, the U.S. risks falling short of its energy news by 2030. Lawmakers must act to reform permitting laws, update regulatory agencies, and enable innovations like CRE. These steps could help close the gap between rising demand and shrinking power capacity.

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