美国缺电了吗？

Supply and Demand Outlook - In the short term (until 2026), the supply of electricity in the U.S. is expected to slightly exceed demand, with a projected compound growth rate of around 2% for electricity consumption[4] - The average utilization rate of power generation equipment has been declining since 2001, indicating a relatively ample supply compared to demand[4] - By 2030, the construction of data centers is projected to add an additional electricity load of 33-68GW, contributing nearly half of the total growth in electricity load from 2024 to 2030[2] Regional Supply Issues - Texas (ERCOT) and the Mid-Atlantic (PJM) regions are expected to face significant supply-demand imbalances, with Texas projected to have an average growth rate of 10.7% in electricity demand for 2025-2026, compared to the national average of 2.7%[8] - By 2030, if all announced power plant closures occur, most regions will not meet reliability standards, particularly ERCOT and PJM[7] Electricity Pricing Trends - The electricity CPI increased by 5.1% year-on-year in September, contributing only 0.1 percentage points to the overall CPI, indicating limited impact on overall inflation[9] - Residential electricity prices have seen a growth rate of 3.8% in the first eight months of the year, which is higher than the projected 3% for 2024, placing it in the 79.4th percentile historically[10] Impact of AI and Data Centers - The rapid expansion of data centers is expected to significantly increase electricity demand, with estimates suggesting that this could account for approximately 45% of the annual growth rate in electricity load by 2030[11] - Globally, data center electricity consumption is projected to double by 2030, although its share of total electricity consumption is expected to decrease[12]