The United States is currently facing challenges related to energy capacity, contrary to the notion that there isn’t an energy capacity issue. According to the U.S. Energy Information Administration (EIA), power consumption in the U.S. is projected to reach record highs in 2024 and 2025, indicating a rising demand for electricity. This demand rise is attributed to increased electricity usage in homes and businesses, moving away from fossil fuels towards electric heating and transportation【24†source】. Furthermore, the North American Electric Reliability Corporation (NERC) has reported that much of North America, including the US and Canada, may face electricity shortages starting as early as 2024. This potential shortage is due to soaring energy demands, particularly from the tech industry and the electrification of buildings and vehicles, against a backdrop of extreme weather conditions【25†source】.

These reports highlight a critical period ahead for the North American energy sector, emphasizing the need for strategic planning and investment in energy infrastructure to meet growing demands and ensure reliability. The projected increase in renewable generation, such as solar and wind, alongside the stagnation in natural gas’ share of power generation, signifies a shift towards cleaner energy sources. However, the transition also underscores the necessity for advancements in storage technologies and grid modernization to manage the variability of renewable sources and maintain supply reliability【24†source】.

Given these developments, it is clear that addressing the energy capacity issue is paramount for the U.S. to ensure a stable, sustainable, and reliable energy future.

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