Marlene Motyka, Kate Hardin, and Carolyn Amon, 2024 Renewable Energy Outlook, Deloitte Insights, Dec. 4, 2023.
Deloitte analysis of Federal Energy Regulatory Commission (FERC), “Energy infrastructure update for September 2024,” Nov. 29, 2024.
Ibid.
Ibid.
US Energy Information Administration (EIA) monthly energy review, “Electricity net generation: Electric power sector,” table 7.2b, November 2024.
EIA, “Short-term energy outlook data browser table 7e: US electric generating capacity,” Nov. 13, 2024.
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EIA, “Short-term energy outlook data browser table 7e: US electric generating capacity,” Nov. 13, 2024.
Ed Crooks, “Home energy storage booms in the United States,” Wood Mackenzie, April 15, 2024.
Deloitte analysis of Electric Power Research Institute (EPRI), “Powering intelligence: Analyzing artificial intelligence and data center energy consumption,” May 28, 2024; S&P Global Market Intelligence, “2024 US datacenters and energy report,” May 2024; S&P Global Market Intelligence, “Datacenters and energy 101: Powering through renewable intermittency,” October 2024; Chris Seiple, “Gridlock: The demand dilemma facing the US power industry,” Wood Mackenzie, October 2024; T. Bruce Tsuchida et al., “Electricity demand growth and forecasting in a time of change,” Brattle, May 2024; and Whitney Jones et al., “The landscape of carbon dioxide removal and US policies to scale solutions,” Rhodium Group, April 10, 2024.
Deloitte analysis of Seiple, “Girdlock”; and Tsuchida et al., “Electricity demand growth and forecasting in a time of change”.
Deloitte analysis of EPRI’s “Powering intelligence”; and S&P’s “2024 US datacenters and energy report”, “Datacenters and energy 101: Powering through renewable intermittency”.
Deloitte analysis of Whitney Jones et al., “The landscape of carbon dioxide removal and US policies to scale solutions”.
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Deloitte analysis of S&P’s “2024 US data centers and energy report”.
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Deloitte analysis of EPRI “Powering intelligence: Analyzing artificial intelligence and data center energy consumption,”; S&P “2024 US data centers and energy report”; and Chris Seiple, “Gridlock: The demand dilemma facing the US power industry”.
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S&P Global Market Intelligence, “2024 US data centers and energy report”.
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Ibid.
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Ibid.
Isabella O’Malley, “Carbon removal industry calls on U.S. government for regulation in new industry report,” AP News, Oct. 23, 2024.
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US DOE, “Biden-Harris administration announces up to US$1.2 billion for nation’s first direct air capture demonstrations in Texas and Louisiana,” Aug. 11, 2023.
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Ted C. Fishman, “The AI boom rests on billions of tonnes of concrete,” IEEE Spectrum, Oct. 30, 2024.
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