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Consequences of U.S.-Canada Electricity Tariffs

Electricity flows between the United States and Canada have suddenly emerged as potential collateral damage in an escalating trade and diplomatic dispute between the two nations. What are U.S. power markets’ price, reliability, and investment implications?

Commentary by Cy McGeady and Bridgette Schafer — March 14, 2025

The AI Power Surge: Growth Scenarios for GenAI Datacenters Through 2030

This paper examines the feasibility and implications of sustained growth in generative AI (genAI) infrastructure through 2030, focusing on three potential constraints: financing, hardware availability, and electric power demands.

Report by Karl Smith, Joseph Majkut, Cy McGeady, and Barath Harithas — March 3, 2025

The Electricity Supply Bottleneck on U.S. AI Dominance

This paper demonstrates how electricity supply is the most acutely binding constraint on expanded U.S. computational capacity and, therefore, U.S. AI dominance.

Report by Cy McGeady, Joseph Majkut, Barath Harithas, and Karl Smith — March 3, 2025

Securing Full Stack U.S. Leadership in AI

The United States leads in AI, but staying ahead requires scaling compute, energy, and capital. This commentary previews new Energy Security and Climate Change research on AI infrastructure, domestic chip production, and energy security to ensure long-term competitiveness.

Commentary by Navin Girishankar, Joseph Majkut, Cy McGeady, Barath Harithas, and Karl Smith — March 3, 2025

Experts React: DOE LNG Study Highlights and Implications

The Department of Energy released its long-awaited study on U.S. liquified natural gas exports, offering a comprehensive update on economic and environmental analysis. Experts discuss key highlights and implications for the next administration.

Commentary by Joseph Majkut, Jane Nakano, Kevin Book, Arvind Ravikumar, Ben Cahill, Leslie Palti-Guzman, Cy McGeady, Kunro Irié, and Janet M. Whittaker — December 20, 2024

The Past and Present of Strategic Transmission Expansion

Amid soaring electric demand growth, new high-voltage transmission investments in the Midwest highlight the past, present, and future case for strategic investments in high-voltage transmission. 

Commentary by Cy McGeady — December 19, 2024

Strategic Thinking on Electric Transmission in the Age of AI

In a new era of AI-fueled electric demand growth, how should federal policymakers think about the strategic value of the US high-voltage transmission system? Developments at Three Mile Island, datacenter alley, and the PJM capacity market provide a compelling case study.

Commentary by Cy McGeady — December 10, 2024