As record-breaking heatwaves smother the Eastern United States, the region’s power grid is gasping for breath. The Eastern Interconnection faces its most challenging summer in over a decade, with demand surging to unprecedented levels. Air conditioners run non-stop. Even overnight temperatures stay stubbornly high, giving the grid zero chance to recover between daily peaks. It’s like running a marathon with no water breaks.
The Eastern grid hangs by a thread as relentless heat drives demand to breaking point—a marathon runner hitting the wall.
NERC’s 2025 Summer Reliability Assessment isn’t exactly bedtime reading material, but it’s keeping grid operators up at night anyway. The report flags “elevated risk” across multiple Eastern regions, with reserve margins thinner than a politician’s excuse. Meanwhile, Texas and Western grids are beefing up capacity like they’re preparing for the power grid Olympics.
The East is getting new generation—about 24 GW between SERC and RFC regions—but it’s not exactly a balanced diet. A whopping 81% of nationwide additions come from solar and batteries. Great for Instagram environmentalists, less great for 72-hour heatwaves when the sun sets and batteries drain. The struggle intensifies as solar generation increased by 27% nationwide last year, surpassing hydro for the first time.
Natural gas? Just 4.4 GW of new capacity nationwide. That’s a drop in the bucket compared to what’s needed. Coal plants are retiring, nuclear isn’t growing, and hydro remains stagnant. The result? A grid increasingly dependent on resources that disappear when clouds roll in or the wind dies down.
Transmission congestion isn’t helping either. Try squeezing orange juice through a coffee stirrer—that’s fundamentally what’s happening during peak demand periods. The infrastructure simply wasn’t built for this much renewable power flowing in unpredictable patterns. Texas faces similar challenges with an existing grid primarily designed for fossil fuels complicating the integration of new renewable energy sources.
Emergency procedures have become the new normal. Grid operators issue alerts, beg for conservation, and pray for cooler weather. The Northeast (NPCC) is especially vulnerable, with minimal new generation on the horizon.
The irony? We’re building record amounts of new power—63 GW nationally in 2025—but still can’t outpace the combination of retirements, climate change, and our insatiable hunger for electricity. Battery storage is projected to add 18.2 GW of capacity to help stabilize the grid during peak demand periods. Something’s gotta give. Let’s hope it’s not the grid.
References
- https://www.eia.gov/todayinenergy/detail.php?id=64586
- https://www.publicpower.org/system/files/documents/Americas-Electricity-Generation-Capacity-2025-Update.pdf
- https://ember-energy.org/latest-insights/us-electricity-2025-special-report/
- https://www.nerc.com/pa/RAPA/ra/Reliability Assessments DL/NERC_SRA_2025.pdf
- https://navitas-nrg.com/u-s-utility-scale-energy-expansion/