Scaling for Growth: Meeting the Demand for Reliable, Affordable Electricity

Nuclear Regulation and EPA NominationsHouse Energy and Commerce Subcommittee on Energy · 2025-03-05 · 119th Congress
The House Energy and Commerce Subcommittee on Energy held this hearing to examine how rising electricity demand — driven largely by AI data centers, onshoring of manufacturing, and electrification — is straining the reliability and affordability of the U.S. Begins at 0:00:02
Transcript
Highlights

Title

Meeting soaring electricity demand while ensuring grid reliability and cost

Purpose

The House Energy and Commerce Subcommittee on Energy held this hearing to examine how rising electricity demand — driven largely by AI data centers, onshoring of manufacturing, and electrification — is straining the reliability and affordability of the U.S. power grid, and what federal policy changes (permitting, interconnection reform, and tax credit stability) might help. Witnesses from PJM Interconnection, Basin Electric Power Cooperative, Southern Company, and Duke University testified about interconnection queue backlogs, generation retirements, and strategies like load flexibility and transmission planning to meet demand growth. The hearing opened with a bipartisan moment of silence for the late Rep. Sylvester Turner of Houston. Begins at0:00:02

Who spoke

Chairman (Rep. Lamb/Chair, Subcommittee on Energy)0:00:02: Opened the hearing citing NERC's projection of up to 52 GW of thermal generation retiring0:01:33 and warned that base-load power is being made uneconomic by subsidized intermittent resources and permitting barriers0:03:04.

Ranking Member (D-FL, Subcommittee)0:05:35: Led a moment of silence for Rep. Sylvester Turner0:05:35; criticized DOE grant/loan freezes and tariffs, and fact-checked a claim about power plant closures, noting utility-scale plants actually grew from about 11,000 in 2020 to 13,250 in 20230:11:39.

Rep. (colleague, Texas delegation)0:06:05: Shared personal recollections of Rep. Sylvester Turner from serving with him in the Texas House0:06:05.

Chairman Guthrie (R-KY), Full Committee Chairman0:13:41: Framed the hearing around a "reliability crisis" driven by loss of dispatchable generation and cited blackouts in California, Texas (Winter Storm Uri), and Kentucky (TVA rolling blackouts)0:15:43.

Rep. Fedorchak (R-ND)0:17:13: Introduced witness Todd Brickhouse, a fellow North Dakotan, highlighting Basin Electric's role serving the Great Plains0:17:13.

Ranking Member Pallone (D-NJ), Full Committee Ranking Member0:18:44: Criticized Trump administration DOE actions and tariffs; cited a nearly 25% New Jersey electricity price increase this June tied to PJM's slow interconnection pace, and noted ERCOT added 11 GW of capacity last year versus PJM's less than half that despite a 143 GW queue0:20:45.

Todd Brickhouse, CEO/General Manager, Basin Electric Power Cooperative0:24:16: Said Basin serves 3 million consumers across nine states and will spend $12 billion expanding generation by 40% and transmission by 20% over the next decade0:26:17; warned that removing production tax credits would harm ratepayers0:27:47 and flagged tariff risks to a 30-year capital program0:28:18.

Asim Haque, SVP Governmental and Member Services, PJM Interconnection0:30:49: Said PJM serves 67 million consumers and hit an all-time winter peak of ~145,000 MW in January0:31:19; projected summer peak climbing to 220,000 MW over 15 years0:32:20 and said PJM interconnected only 4,800 MW last year into a 180,000 MW system while roughly 40,000 MW of retirements are expected by 20300:33:57.

Tyler Norris, James B. Duke Fellow, Duke University0:36:58: Presented findings from his "Rethinking Load Growth" study that the U.S. grid's average utilization rate is 53%, and flexible large loads reducing consumption ~0.5% of peak hours could absorb four to five "Project Stargate"-scale data centers0:38:29; highlighted ERCOT's faster interconnection process, interconnecting at least 70% more capacity than any other market0:39:30.

Noel Black, SVP Regulatory Affairs, Southern Company0:41:32: Described Southern's 44,000 MW fleet serving 9 million customers and the addition of new nuclear units at Vogtle, now the largest nuclear station in the country0:43:02; argued vertically integrated, state-regulated markets are producing faster infrastructure buildout than regions relying on collocation0:44:33.

Chairman (subcommittee, questioning round)0:46:04: Asked all witnesses if the U.S. needs more energy production (all answered yes)0:46:04; pressed Haque on 2026 polar vortex risk given supply-demand crunch0:47:05 and Brickhouse on permitting timelines, noting power plants take seven years to build versus three years for a data center0:50:05.

Ranking Member (subcommittee, D-FL)0:51:32: Questioned Norris on flexible load strategies and their potential to lower rates by improving utilization0:52:37, and pressed Haque on PJM's interconnection queue reform progress0:54:38.

Rep. (Georgia, questioning)1:29:30: Discussed Plant Vogtle providing about 22% of Georgia's electricity and asked Black about AP1000 reactors versus SMRs, noting a 20% cost/time improvement between Vogtle units 3 and 42:59:24.

Rep. (Colorado 8th District)2:39:41: Cited a Colorado utility forecasting tripling electricity demand in 10 years and asked Brickhouse about the impact of Colorado's "Draconian" emissions laws forcing coal retirements2:40:11.

Rep. (North Dakota, closing round)2:44:45: Ran rapid-fire yes/no questions confirming all witnesses believe renewables alone cannot meet demand growth2:49:49 and that dispatchable, fuel-secure resources are needed2:45:15.

Rep. (Washington 8th District)2:18:31: Highlighted the Bonneville Power Administration's role in the Pacific Northwest grid and criticized a nearly 20% workforce cut there2:21:32.

Rep. (New York 23rd District)2:34:07: Cited NERC's 2024 reliability assessment ranking MISO high-risk and pressed Brickhouse on whether environmental regulation should be vetted for reliability impact2:34:37.

Rep. (Pennsylvania)2:50:49: Cited PJM's 2023 report projecting 40 GW of "policy-driven" dispatchable retirements by 2030 and asked Haque about PJM's approach to collocation2:52:50.

Key moments

PJM's Haque testified that supply is being retired (about 40,000 MW projected by 2030) while only 4,800 MW was newly interconnected last year into a 180,000 MW system, creating a widening supply-demand gap0:33:270:33:57.

Norris's Duke study found the U.S. power system averages only 53% utilization, and modest load flexibility (about 0.5% of peak hours) could let the grid absorb the equivalent of four to five Stargate-scale data centers without major new infrastructure0:38:29.

Pallone cited that New Jersey households face a nearly 25% electricity price increase in June, attributing it partly to PJM's slow pace adding capacity compared with ERCOT, which added more than double PJM's new capacity despite a smaller queue0:20:450:21:15.

Norris and multiple Democratic members cited a NERA Economic Consulting study projecting repeal of IRA tax credits would raise residential rates 7% and commercial rates 10% in 20261:05:152:00:20.

Brickhouse said Basin's existing generation assets are booked at $800/kW while new dispatchable base-load generation would cost about $2,600/kW installed2:46:46.

Haque and Norris agreed ERCOT's "connect and manage" model lets it interconnect new generation about twice as fast as other markets by not requiring costly network upgrades before connection1:08:162:09:54.

Rep. Fletcher's Georgia colleague and Black discussed Plant Vogtle: Georgia's two new nuclear reactors plus existing units now supply roughly 30% of the state's electricity, and lessons from the project cut costs/time about 20% between units 3 and 42:58:242:59:54.

Brickhouse said a February cold snap saw wind generation in the Southwest Power Pool footprint fall from about 2,000 MW to a fraction within 24 hours during a 48,000 MW peak, illustrating renewables' intermittency2:15:28.

Members disputed the cause of coal and gas retirements: Guthrie attributed them to "mgot regulations" while the Ranking Member blamed the Trump administration's freezing of DOE grid grants, including $13 million in Florida grid funding0:10:080:15:12.

Norris noted repealing IRA tax credits would likely end any nuclear expansion in the Southeast built on the Vogtle model and take offshore wind development off the table1:49:14.

Metadata

CommitteeHouse Energy and Commerce Subcommittee on Energy
Chamber / CongressHouse · 119th Congress
Date2025-03-05
TypeHearing
Witnesses
Mr. Tyler Norris — James B. Duke Fellow, Duke University
Mr. Asim Haque — Senior Vice President for Governmental and Member Services, PJM Interconnection, LLC
Mr. Todd Brickhouse — Chief Executive Officer and General Manager, Basin Electric Power Cooperative
Mr. Noel Black — Senior Vice President of Regulatory Affairs, Southern Company
Videoyoutube
Transcript362 caption blocks · 30,198 words · 3:03:19 runtime
EventCongress.gov 117979