As 2025 kicks off with new leadership, the U.S. faces new challenges like a rapidly growing demand of electricity driven in large part by data center expansion, electric vehicle adoption, bitcoin mining operations, and continued industrial growth.
Electricity supply and security remains a critical concern, particularly as aging infrastructure and supply chain disruptions complicate efforts to transition away from fossil fuels too quickly. While renewable energy sources like solar and wind are expanding rapidly, their inherent volatility challenges the grid’s ability to maintain a reliable power supply for America. Advanced storage solutions are needed, but these depend on critical resources like lithium and rare earth elements, which present their own environmental and geopolitical challenges.
COMMENTARY
A balanced approach is essential to address these issues. Continuing to rely on natural gas as a bridge fuel can mitigate…


