Summary: There are many factors driving chaos in electric utilities now. These include:
Rapid growth of data centers in size and numbers, each demanding a large amount of power.
Electrification of thermal energy formerly provided by natural gas in most cases.
Electrification of the transportation sector, including the move to mass transit.
Auto owners are switching from internal combustion powered cars to battery-electric vehicles.
Rapid growth in renewable power projects.
Residential and commercial customers switching to roof-top solar
Although the above factors, collectively impact whole electric utilities, when they change utility-wide demand profiles, they impact the electric transmission systems. The title technology may be able to give transmission assets a bit of wiggle-room.
