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Energy

Tech giants’ self-made AI energy crisis

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9 minute read

For years tech giants have been helping climate catastrophists shut down reliable fossil fuel electricity. Now the grid they’ve helped gut cannot possibly supply their growing AI needs.

For years tech giants have been helping climate catastrophists shut down reliable fossil fuel electricity, falsely claiming they can be replaced by solar/wind.

Now the grid they’ve helped gut can’t supply their growing AI needs.¹

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  • For the last decade, tech giants such as Apple, Microsoft, Meta, and Google have, through dedicated anti-fossil-fuel propaganda and political efforts, promoted the shutdown of reliable fossil fuel power plants in favor of unreliable solar and wind.
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  • Tech giants have propagandized against reliable fossil fuel power plants by falsely claiming to be “100% renewable” and implying everyone could do it. In fact, they have just paid utilities to credit them for others’ solar and wind use and blame others for their coal and gas use.²
  • In addition to their “100% renewable” propaganda, tech giants directly endorsed people and policies who shut down reliable fossil fuel power plants.E.g., The RE100 coalition, including Google, Apple, Meta, and Microsoft, advocates for policies to “accelerate change towards zero carbon grids at scale by 2040.”³
  • Companies’ propaganda that solar/wind could rapidly replace fossil fuels has proven false. 

    Statewide blackouts in California (2020) and Texas (2021) were caused by the failure of solar/wind—which can go near zero at any time—to make up for lack of reliable fossil fuel capacity.

  • Thanks in significant part to tech giants’ advocacy, we have now shut down enough reliable power plants to be in a nationwide electricity crisis. 

    For example, most of North America is at elevated/high risk of electricity shortfalls between 2024-2028.⁴

  • The anti-fossil-fuel, pro-unreliable solar and wind political climate that tech giants have fostered is getting much worse, as the Administration has pledged to further reduce reliable electricity supply via power plant shutdowns and add artificial demand through EV mandates.

    Biden’s EV mandate: a dictatorial attack on the American driver and the US grid

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    APR 22
    Biden's EV mandate: a dictatorial attack on the American driver and the US grid
     

    Biden’s de facto mandate of over 50% EVs by 2032 is a dictatorial attack on the American driver and the US grid that will 1. Force Americans to drive inferior cars. 2. Place massive new demand for reliable electricity on a grid that is declining in reliable electricity supply.

     

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  • While for years tech giants didn’t seem to have any concern about the electricity supply disaster their propaganda and policies were bringing about, they are now very interested because of the accelerating power requirements of computing, above all the hyper-competitive AI space.
  • To function at its potential, AI requires massive amounts of power. E.g., state-of-the-art data centers can require as much electricity as a large nuclear reactor.⁵
  • Electricity demand from US data centers already doubled between 2014 and 2023. Now with the fast growth of energy-hungry AI, demand from data centers could triple from 2.5% to 7.5% of our electricity use by 2030, according to Boston Consulting Group.⁶
  • In large part due to AI, nationwide electricity demand is projected to skyrocket. Official 10-year projections for the US have summer and winter peak demand rising by over 79 gigawatt and over 90 gigawatt. 90 gigawatt is equivalent to adding the entire power generating capacity of California (!)⁷
  • Given the woeful underpowered grid that AI giants have helped bring about, dramatically rising demand from AI will not only contribute to massive electricity shortages, but it will also destroy a lot of potential for AI to occur in the United States.
  • Limited and expensive electricity will force data centers to operate with higher cost or lower capacity within the US—or take a performance hit in the form of increased latency (which can drastically reduce the value of the product) by moving offshore.
  • Not only is offshoring data centers destructive from an economic standpoint, it also poses a substantial security risk. E.g., Building a data center in China—which we already depend on dangerously for critical minerals—gives the CCP physical power over more parts of our economy.
  • Economically, data centers are a gold mine of opportunities.Globally, data centers employed 2M people full-time in 2019, many in high-skill/high-pay jobs—and this number is forecast to increase nearly 300K by 2025.

    Our gutted grid will cost many Americans these opportunities.⁸

  • In the face of woefully inadequate electricity supply for their AI goals, tech giant CEOs are finally speaking up about the lack of power. 

    E.g., Meta CEO Mark Zuckerberg said in an interview that energy will be the #1 bottleneck to AI progress.

  • It is not enough for tech giants to warn us about the lack of reliable power. They need to take responsibility for their anti-fossil-fuel advocacy that helped caused it. And they need to support energy freedom policies that allow all fuels to compete to provide reliable power. 

    End preferences for unreliable electricity

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    DECEMBER 14, 2022
    End preferences for unreliable electricity
     

    Today’s grids are being ruined by systemic preferences for unreliable electricity: 1) no price penalty for being unreliable 2) huge subsidies for unreliables 3) mandates for unreliables Congress should end these now. The Opportunity America, given its combination of abundant domestic energy resources, technological ingenuity, and free-market competition, has …

     

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  • An example of a tech giant influencer not taking any responsibility for causing the electricity crisis is BlackRock CEO Larry Fink, who pushed companies and governments to adopt “net-zero” policies using mostly solar/wind, but now admits they can’t power AI data centers!
  • A better attitude toward electricity was expressed by OpenAI CEO Sam Altman: “There will always be people who wait and sit around and say ‘we shouldn’t do AI because we may burn a little more carbon’… the anti-progress streak” and this “is something that we can all fight against.”⁹
  • America faces a choice. We can either continue our current trajectory, descend into a Third World grid, and become totally inhospitable for AI, or we can adopt energy freedom policies and become a world leader in both AI and electricity.
  • Share this article with tech giant CEOs and tell them to publicly apologize for damaging our grid and to commit to energy freedom policies.Google: @sundarpichai ([email protected])
    Apple: @tim_cook ([email protected])
    Meta: @finkd ([email protected])
    Microsoft: @satyanadella ([email protected])

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Michelle Hung contributed to this piece.

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Energy

Who put the energy illiterate in charge?

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This article supplied by Troy Media.

Troy Media By Bill Whitelaw

Canada’s energy policy is being shaped by politicians who don’t actually understand how energy works. That’s not just embarrassing. It’s dangerous

Canada’s energy future is being held back by a critical obstacle: our elected officials don’t understand energy.

At all three levels of government, most politicians lack even a basic grasp of how our energy systems function. That ignorance isn’t just a knowledge gap—it’s a leadership crisis. Energy systems are evolving rapidly, and our leaders are ill-equipped to manage the complexity, tradeoffs and consequences involved. With few exceptions, their understanding is superficial, shaped more by talking points than substance.

By “energy systems,” I mean the complex web of technologies, infrastructure, markets and regulations that generate, distribute and manage power—from oil and gas to hydro, nuclear, wind and solar. These systems are deeply interconnected, constantly changing and central to every aspect of modern life. Yet the people making decisions about them often have little idea how they actually work.

This shows up frequently in public life: dodged questions, scripted answers, vague platitudes. Many politicians skate across the surface of issues with the thinnest understanding. The old adage “a little knowledge is a dangerous thing” perfectly describes Canadian energy politics today.

Decisions about energy directly affect household utility bills, climate goals, industrial competitiveness and grid reliability. Yet politicians tend to be tethered to the dominant energy source in their own region—oil and gas in Alberta, hydro in Quebec, nuclear in Ontario—without grasping how those systems connect or conflict. Canada’s energy landscape is fragmented, with each province operating under its own regulatory framework, infrastructure constraints and political pressures. That makes coordination difficult and systems-level thinking essential.

This isn’t a left-versus-right issue. It’s not oil and gas versus renewables. It’s a national failure to understand the integrated systems that power our lives and economy. Canada is, functionally, energy illiterate, and our elected officials reflect that reality. We flip a switch, pump gas, turn up the thermostat and rarely ask how or why it works, or what it costs in environmental or economic terms.

Take the Clean Electricity Regulations as one example. Introduced by the federal government to drive Canada’s electricity grid to net-zero emissions by 2035, the CERs require provinces to sharply reduce or eliminate fossil fuel-based power. But in Alberta and Saskatchewan, where coal and natural gas still dominate, those regulations landed with a thud. The federal government failed to account for regional infrastructure limitations, market structure
differences and technology readiness. The result? Immediate backlash, legal threats and political gridlock—not because climate action is unwelcome, but because the policy was crafted in a vacuum of systems-level understanding.

Adding to the problem is the dominance of bureaucrats and political handlers in shaping what passes for energy messaging. Speeches are often a patchwork of statistics and sanitized clichés, stripped of nuance or depth. Many politicians simply deliver what they’re handed, guided more by risk management than insight. The result is policy that’s disconnected from the realities it aims to change.

A handful of elected officials do have real-world energy experience, but even that is often narrow, based on one role or one sector. It rarely translates into the kind of broad, integrated knowledge needed to lead across multiple interdependent systems. The risks of this fragmented thinking are immense.

What’s needed is mandatory education—an energy information and insights toolkit for anyone seeking public office. This shared curriculum would cover how electricity and fuel systems work, the economics of energy markets, climate dynamics, environmental trade-offs and public policy principles. It should be grounded in both natural and social sciences and structured to develop systems thinking, so that decisions are informed by how energy technologies, markets and governance truly interact.

Imagine if thousands of politicians—urban and rural, left and right, federal and local—learned from the same textbook. Politics wouldn’t vanish. Disagreements wouldn’t disappear. But the debate would shift from tribal talking points to informed discussion.

And for once, Canada might start moving forward on energy, not with noise or paralysis, but with purpose.

Bill Whitelaw is a director and advisor to many industry boards, including the Canadian Society for Evolving Energy, which he chairs. He speaks and comments frequently on the subjects of social licence, innovation and technology, and energy supply networks.

Troy Media empowers Canadian community news outlets by providing independent, insightful analysis and commentary. Our mission is to support local media in helping Canadians stay informed and engaged by delivering reliable content that strengthens community connections and deepens understanding across the country.

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Daily Caller

Unanimous Supreme Court Ruling Inspires Hope For Future Energy Project Permitting

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From the Daily Caller News Foundation

By David Blackmon

It comes as a surprise to many Americans when they learn that the vast majority of decisions issued by the U.S. Supreme Court are decided unanimously. Far too often, these unanimous decisions receive scant attention in the press due to their lack of controversy.

Such is the case with a key 8-0 decision the Court published May 29 that could help Congress and the Trump administration meet their goals to streamline permitting for energy projects in the United States. The decision narrows the scope of application of the National Environmental Policy Act (NEPA), a law whose environmental review provisions have been systematically used – and often abused – by climate alarm groups and plaintiff lawyers for decades to impede the progress of major projects of all kinds.

The case at hand involves the Uinta Basin Railway Project, which will transport oil produced in Utah’s Unita Basin and connect it to the national railway network so it can reach national markets. Because the rail line would parallel the Colorado River for roughly 100 miles, the D.C. Court of Appeals ruled in 2023 that the project’s developers would have to conduct a second, expanded environmental impact study under NEPA to try to assess nebulous potential impacts to air quality – often taking place thousands of miles away – or from a possible oil spill, rescinding a key permit that had been issued in 2021 by federal regulators.

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It is key to note that that permit was issued by the federal Surface Transportation Board (STB) along with a 3,600-page environmental impact statement to comply with NEPA. In the conduct of the environmental review, the Wall Street Journal wrote that STB and the company assessed “the railway’s potential effects on local water resources, air quality, protected species, recreation, local economies, the Ute Indian tribe and much more.”

But for the plaintiffs and the D.C. Circuit Court, 3,600 pages of thorough scientific analysis just weren’t enough. They filed suit, complaining that the study didn’t try to assess potential impacts that might happen on dozens of other rail lines hundreds of miles distant, or, even more absurd, assess potential pollution in “environmental justice communities” as far away as the Texas and Louisiana Gulf Coast.

You really can’t make this stuff up.

If delay was the goal, the plaintiffs got a win, halting progress for four years. That is a sadly typical outcome for cases involving energy-related projects such as this one.

In their unanimous opinion written by Justice Brett Kavanaugh, the justices state, “The goal of the law is to inform agency decisionmaking, not to paralyze it.”

As I’ve written in previous stories, the vast majority of delays in permitting processes stem from provisions contained in major federal statutes designed to protect the environment and endangered species. In addition to NEPA, these laws include the Clean Air Act, the Clean Water Act and the Endangered Species Act. Among them all, none has been more broadly abused and misinterpreted by activist courts than NEPA.

In its analysis of the decision, the Institute for Energy Research says, in part, that the “decision means that agencies can approve projects like pipelines, railways, and dams and not be mandated to consider distant environmental effects of the projects, such as increased greenhouse gas emissions, that had stopped or delayed fossil fuel projects from moving forward, particularly during the Biden administration.” But, the author cautions, “the Uinta Basin Railway project could still face additional legal and regulatory hurdles within Colorado,” despite the ruling.

The good news is that even the liberal justices on the Supreme Court appear to be developing a growing awareness of just how absurd some of the claims made in lawsuits like this case really are. The unanimous nature of this decision inspires some sense of hope that the Trump administration can succeed in some of its efforts to reform the system and put an end to some of the most unjustified delays.

David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.

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