People in developed nations take abundant electricity for granted. When asked where electricity comes from, most will point to their wall outlet. But many states in the US are headed for a serious and prolonged shortage of electrical power not seen in decades, driven by rising demand from the artificial intelligence revolution and mandates to adopt green energy.

For 20 years, US electrical power policy has been dominated by efforts to try to “mitigate” global warming, believed to be caused by human greenhouse gas emissions. In 2021, President Joe Biden called for achieving a 100% carbon-free electric sector by 2035. Twenty-three states have enacted statues or issued executive orders to achieve Net Zero electricity generation by 2050.

Because of Net Zero mandates, US grid operators spent the last two decades replacing coal-fired power plants with natural gas plants, wind turbines, and solar installations. More than 200 coal plants have been closed, reducing electricity output from coal by almost 60% since 2007. From 2000 to 2023, wind and solar output rose from near zero to a combined 14.1% of US production. Over the same period, natural gas rose from 16.2% to 43.1% of power generation.

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