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86 Views30 May 2026 08:42

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SUMMARY

For 30 to 40 years, the U.S. grid load was effectively flat.
Efficiency gains absorbed every new appliance, every new screen, every new server.
That era is over. It’s three forces bombarding the grid all at once: AI-led load growth that combines with industrial electrification and heat pumps, EVs, etc.

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