It will be interesting to see how the available Juice gets rationed out as the gap between new demand from AI, heating and cooling and EV charging and new supply from renewables and nukes widens.  It's fairly obvious that new demand is far outpacing new supply, which means at some point choices will have to be made about who gets the juice and who doesn't.  Obviously also those with the least political power and money will be the first to see rolling blackouts and brownouts, further widening the disparity in standard of living between rich and poor.  Rural areas are also most likely to see the lights dim before the urban areas.

Add to this the periodic supply disruptions from climate related disasters probably will bring down overall reliability in many areas down to Puerto Rico level inside the next decade.  Here on the Last Great Frontier, we're likely to start seeing serious disruptions by 2030.  They're still dragging their feet on developing a supply of NG due to the poor economics of being so remote with a low population.  At least we made it through this winter though, with relatively mild weather.

Electricity is the next energy crisis

https://www.utilitydive.com/news/electricity-energy-crisis-demand-response-der-microgrid-alphastruxure/739191/

RE