A new Jefferies analysis says datacenter electricity demand is rising so fast that U.S. coal generation is up ~20% year‑to‑date, with output expected to remain elevated through 2027 due to favorable coal‑versus‑gas pricing. Operators are racing to connect capacity in 2026–2028, stressing grids and extending coal plants’ lives.
— This links AI growth directly to a fossil rebound, challenging climate plans and forcing choices on grid expansion, firm clean power, and datacenter siting.
BeauHD
2026.01.10
60% relevant
The Meta nuclear procurement is one industry response to data‑center power needs; another consequence documented elsewhere is fossil generation rebounds where clean capacity lags. The Meta deals are therefore part of the same discourse about how AI demand will reroute the power mix (nuclear vs. coal vs. gas) and influence climate outcomes.
msmash
2025.10.10
100% relevant
Jefferies research note (via The Register) raising coal‑generation estimates by ~11% and citing datacenter load growth as the driver.
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