US electricity demand is growing faster than forecast but grids can’t keep up, creating potential headwinds for $630bn in recently announced data centre, industrial, and manufacturing projects, many tied to the clean energy supply chain, according to a new report by consultancy firm Grid Strategies.

“The US electric grid is not prepared for significant load growth,” according to The Era of Flat Power Demand is Over

Over the past year, grid planners nearly doubled the 5-year load growth forecast from 2.6%