Energy Daily

The Boom in US Power Demand Isn’t Just About AI

Gas turbine maker GE Vernova says new factories and electric vehicles are also big demand drivers.
Gas turbines made by GE Vernova Inc.Photographer: Kyle Grillot/Bloomberg
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Welcome to our guide to the commodities driving the global economy. Today, energy reporter Josh Saul explores the factors driving surging US power demand.

As concerns mount that AI is distorting expectations for future electricity use, one of the world’s top turbine makers is pushing back, arguing the US demand outlook reflects far more than data centers.