HOUSTON, April 4 (Reuters) - Fossil fuels accounted for
less than 50% of the U.S. power mix for the first month on
record in March, according to energy think tank Ember on Friday,
driven by a near-quarter rise in wind and solar power
generation.
WHY IT'S IMPORTANT
U.S. power consumption will rise to
record highs
in 2025 and 2026, jumping nearly 3% this year from 2024's
all-time high, the Energy Information Administration (EIA)
forecast last month amid growing demand from data centers
dedicated to artificial intelligence.
Data center power demand will
triple
by 2028, and consume as much as 12% of the country's
electricity, according to a Department of Energy-backed study in
December.
NextEra Energy ( NEE/PN ) expects a 55% jump in power demand
over the next 20 years versus the prior two decades, CEO John
Ketchum said at a conference last month in Houston.
BY THE NUMBERS
Electricity generated from fossil fuels, including coal and
natural gas, slipped to 49.2% in March, Ember said in an
analysis of hourly data from the EIA, down from 57% on the
month.
More power was instead generated using renewable sources
such as wind and solar, which in March reached an all-time high
of 83 terawatt hours (TWh), or 24.4% share of the total power
mix.
The electric power sector is planning to add 32 gigawatts of
solar generating capacity this year, according to the EIA, which
will drive a 33% uptick in solar generation in 2025.
KEY QUOTE
"The reality on the ground is not one of a return to fossil
fuels in the U.S., it's the continued growth of solar and wind
power that will be the dominant driver of electricity generation
growth," said Nicolas Fulghum, senior analyst at Ember.