The U.S Power Surge: Why America's Grid is on the Edge

Recent reports show record-breaking U.S. power demand. U.S. electricity generation hit a record 2,188 terawatt hours in the first half of 2025, up 4% year-over-year, driven by data centers, AI, and manufacturing onshoring. Goldman Sachs projects a 2.4% annual demand increase through 2030, with AI-related data centers accounting for two-thirds of incremental power and potentially consuming 6.7% to 12% of total U.S. electricity by 2028.

What this means for investors:

• Energy abundance beats energy transition. We need more of everything; gas, solar, wind, nuclear, storage.

• Bottlenecks create opportunity: Those who own dispatchable power or strategic grid assets win when prices spike.

• The energy investor’s edge is moving from fuel source to availability window. When the grid is short, whoever can deliver power gets paid first and best.

America doesn’t need an energy transition. We need energy addition. The investors who own the right mix of cash-flowing, U.S.-based energy assets will not only weather this storm they’ll write the next chapter of American energy independence.

Record Demand and Projections

U.S. power consumption is set to hit records in 2025 and 2026, with projections of 4,193 billion kWh in 2025 and 4,283 billion kWh in 2026. The first half of 2025 saw 2,188 TWh generated, a 4% increase, fueled by data centers and onshoring. Goldman Sachs forecasts a 165% rise in data center power demand by 2030, with AI driving much of it.

Data centers could consume up to 20% of U.S. electricity by 2030, up from 2.5% in 2022. Global AI data center demand may reach 62 GW by 2027.

Investment Opportunities

Bottlenecks in supply create premiums for reliable sources. Our energy addition philosophy emphasizes diversifying across fuels to meet this surge.

Path to Independence

By investing in U.S. assets, we can turn this challenge into prosperity. Accredited investors, join us at americanenergyfund.io to explore options.