Hold the obituary for renewables
By Shelby Webb, Politico Power Switch
The artificial intelligence boom may be insulating renewables from the Trump administration’s attacks.
Wind and solar generation churned out more power than nuclear and coal in the first half of 2026 — in spite of the administration issuing emergency orders to keep retiring coal plants open and axing clean energy tax credits, my colleague Ben Storrow writes.
That’s largely because power demand is up and solar is cheap.
“If you’re a utility, and you need to build generation and you want to build generation, you’re going to build what’s fast and cheap. Solar is fast and cheap,” said Nora Brownell, a former Pennsylvania utility regulator who also served on the Federal Energy Regulatory Commission.
Utilities are scrambling to bring more power online as data centers spread across the country. The power-hungry facilities could consume as much as 17 percent of U.S. power generation by 2030, according to the Electric Power Research Institute, up from about 5 percent in early 2026.
“Rising demand from data centers and AI has become an independent driver of renewable and storage investment,” said Helen Kou, a U.S. power market analyst at Bloomberg.
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