“Summer peak demand is forecast to grow by 224 GW over the next 10 years, a more than 69% increase over the 2024 LTRA forecast, with new data centers for artificial intelligence and the digital economy accounting for most of the projected increase.”
FERC-certified Electric Reliability Organization; 2025 Long-Term Reliability Assessment
Said Jan 29, 2026Deadline Dec 31, 2035NERC 2025 Long-Term Reliability Assessment, released January 29, 2026
The assessment covers 2026–2035; the 224 GW summer figure is about a 24% increase over 2025 peak demand and reflects the highest compound peak-demand growth rates NERC has tracked since 1995.