The surge in AI and data centers risks driving up electricity demand faster than we can deploy the power lines needed to carry it. The high-voltage transmission that this expansion, and economic growth more broadly, relies on is slow and expensive to develop, and stuck in an outdated regulatory system that often hands the work to local utilities without competition. New analysis from the R Street Institute shows what this costs us, finding that, when transmission projects are open to competitive bidding, they get built cheaper and faster.
Issue: Electricity & Grid Resiliency
How Data Centers Can Help the Grid
With the AI and data boom underway, electricity has become the top economic infrastructure for growth. Electricity has long been foundational to our society, powering our homes and businesses, but now, it is the primary infrastructure on which the digital economy, advanced manufacturing and an American industrial resurgence depend.
A Consumer-First Grid: How Texas is Privatizing Transmission Delivery Risk to Win the AI Century
America’s electric grid is facing a structural breaking point. Trillions of dollars of artificial intelligence infrastructure, data centers, and industrial reshoring demand power today, but traditional high-voltage transmission upgrades take five to seven years to deliver firm capacity. Under the status quo, large energy consumers are forced to wait in line, threatening stymied global leadership and lost economic growth.
A Consumer-First Grid Needs Competition, Not Just More Wires
America needs more electric transmission, the high-voltage lines that carry electrons from power plants to communities nationwide. But under today’s policies, building those lines takes too long and costs too much. Without a substantial expansion in transmission capacity, the country is at risk of rising energy costs, a less reliable electric grid, and stymied global leadership in AI.
A Growing Grid Needs Market Discipline: Five Principles for Transmission Policy
In a rare Level 3 alert, the North American Electric Reliability Corporation (NERC) warns that hyperscale data centers are introducing volatile, hard-to-predict load swings—where gigawatts can drop off the grid in seconds—that utilities aren’t equipped to manage, creating a new reliability risk as electricity demand surges. This comes on the heels of recent Senate and House hearings on the state of the bulk power system and how to meet growing electricity demand while protecting ratepayers.
A Consumer-First Framework for Transmission Reform
Transmission is one of the most inefficiently regulated forms of infrastructure in the United States. Regulatory flaws reward inefficient projects, underdevelop efficient projects, and underutilize existing infrastructure. This has caused escalating transmission costs to consumers, while the gap between transmission need and infrastructure capacity widens.
Heatmap: Data Centers Are the New Wind Farms
Heatmap this week published a short but telling analysis of local opposition to major infrastructure, finding that data centers now face more organized pushback than wind farms in its tracking database. The piece uses that shift to illustrate a broader change in the politics of development: the backlash once associated mainly with renewable energy is...
Britain’s Windfall Tax Gamble Could Backfire
Britain is preparing to raise windfall taxes on electricity generators unless they agree to long-term fixed-price contracts, in what amounts to one of the government’s most aggressive efforts yet to shield consumers from gas-driven power price spikes. The logic is politically seductive: if gas prices surge and legacy generators benefit from the market structure, the...
Ember’s “Global Electricity Review 2026” Is Out
Ember’s new Global Electricity Review 2026 points to a genuine shift in the global power mix. In 2025, renewables supplied 33.8% of global electricity, edging past coal’s 33% share for the first time in the modern power era. Even more striking, clean generation growth slightly exceeded the rise in global electricity demand, which meant fossil...
Britain’s Renewable Energy Glut
The United Kingdom has been rapidly increasing its deployment of new renewable energy capacity in recent years, to the point that it now has some to spare during peak production hours. While the U.K. gradually increases its battery storage, the government is encouraging consumers to use more electricity during certain times of the day to...








