Data center growth and aging grid drive electricity price increases

Vincent Potter of the NC Clean Energy Technology Center outlines factors driving U.S. electricity price increases and notes that many utilities have active rate cases as of October 2025.

• Main announcement/action: The article explains that data center expansion, infrastructure upgrade and replacement costs, and fuel cost volatility are creating upward pressure on retail electricity prices; as of October 2025, at least 50 electric utilities in 29 states and Puerto (Puerto Rico) have rate cases pending before regulators. The piece cites EIA data showing residential prices rose from 16.61¢/kWh in July 2024 to 17.47¢/kWh in July 2025, and an overall 2020–2025 increase of 3.88¢/kWh nationally (with California ≈ +12.5¢/kWh).
• Background and details: The author highlights data center maps and the DELTa database (NC Clean Energy Technology Center partnered with Smart Electric Power Alliance to compile/release the Database of Emerging Large-load Tariffs) as tools to track large-load tariff developments; it also documents supply-chain delays (Reuters reported ~five-year lead times for new gas turbines) and rising equipment lead times and costs, plus that natural gas supplied over 40% of U.S. electricity in 2024, with wholesale gas prices ranging ~$2.10–$6.60 per Mcf, a 2025 EIA projection of $3.50 per Mcf, and delivered industrial gas ≈ $3.30–$7.70 per Mcf.