PJM and ERCOT have no spare capacity for demand growth beyond 2027, the consulting firm said. Demand response and GETs can help meet an expected 39% jump in U.S. electric use by 2035, it suggests.

Data centers could use up to 15% of all U.S. electricity by 2030, up from 5% in 2024, Berkeley Lab researchers said in a separate analysis.

Relative certainty around tax policy and demand from large load customers are among factors driving the country’s energy storage boom, according to two reports out this month.