U.S. electricity demand is rising faster than at any time in decades — and the question now is whether our generation capacity can keep up.

In this episode, Russ Bates breaks down what’s driving the surge — from AI data centers and EV charging to new industrial manufacturing — and why the U.S. may need hundreds of new power plants or thousands of clean energy projects just to stay even.

We’ll look at what the numbers from the U.S. Energy Information Administration (EIA) actually mean, explore why fossil fuel and nuclear options can’t scale fast enough, and explain why clean energy — solar, wind, and storage — is the only realistic path forward on the timeline we have.

You’ll also hear how America’s rebounding clean energy manufacturing base is a critical part of the solution — but only if we deploy faster to match the pace of demand.

Topics covered:

EIA projections: U.S. power demand growing 2–3% per year through the 2030s

What that means in real numbers: 100–150 GW of new generation needed

Why coal, gas, and nuclear can’t build fast enough

Clean energy as the scalable, affordable solution

The risks of delay: grid reliability, costs, and competitiveness

The takeaway:

#CleanEnergy #EnergyTransition #PowerGrid #SolarEnergy #WindEnergy #EnergyPolicy #ElectricityDemand #TheCleanEnergyEdge