Their decision to exempt computers and other data center inputs from tariffs while hitting key electrical infrastructure like wires, transformers, and batteries further exacerbates the energy crunch.
the US is in the midst of a massive increase in domestic battery production, with output rising 37% over the last year and tripling since late 2019. Many of those battery factories have been redirected from EV production, where adoption has slowed as federal incentives are cut, to utility-scale production.
Natural gas will still meet the majority of Texas’ load growth over the next two years, but solar alone will cover 40% of new demand while wind will cover another 9%.