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The Department of Energy (DOE) reported that 209 gigawatts (GW) of new electrical capacity are projected to be deployed in the U.S. by 2030, offsetting 104 GW of announced retirements over the period. These retirements, along with potential load growth from AI and increased consumption by U.S. manufacturers, threaten to increase the risk of U.S. power outages. The DOE estimates that so-called "loss of load hours" could increase by 100-fold, from 8.1 hours per year under the current system, to 817.7 hours per year in 2030, should projected retirements occur as scheduled.
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