Electricity prices are rising faster than at any point in recent history — and there’s a clear reason why. In this episode of The Clean Energy Edge Podcast, Russ Bates breaks down the real drivers behind the 2025 electricity spike: exploding demand from AI and data centers, extreme weather, aging infrastructure, stalled transmission, and policy shifts that have slowed the fastest, most economical sources of new power.

Drawing from data highlighted in the episode, Russ explains how the U.S. is adding demand at 21st-century speed while building new supply at 20th-century pace, creating the grid crunch hitting both businesses and households. Traditional generation — fossil fuel and nuclear — takes years or even decades to build, while clean energy projects are stuck in an interconnection queue jammed with thousands of gigawatts waiting for approval. Transmission lines take 7–12 years, permitting is slow, upgrades are slow, and every delay widens the gap between rising demand and available generation.

The result? Power costs are spiking, reliability is dropping, and electricity is rapidly becoming a top-three expense for many industries. Russ also previews the December and January arcs of the show: December focuses on the problems blocking progress — bottlenecks, policy roadblocks, rising costs, and political resistance to community solar in many red states. January shifts to solutions: behind-the-meter generation, batteries, peak shaving, microgrids, and the steps businesses and homeowners can take to regain control of their power, costs, and resilience.

If you want to understand what’s really driving rising electricity prices — and what you can do about it — this episode lays it all out.