More than half of the U.S. is at increased risk of power supply shortfalls in the next 5-10 years that could lead to outages and electricity conservation measures, the North American Electric Reliability Corporation said in a recent report.

As U.S. power consumption rises from data centers and the electrification of buildings and transportation, efforts to add electricity generation have fallen short, creating a rising imbalance between supply and demand, NERC said in its annual Long-Term Reliability Assessment.

NERC has warned about the pace of generator retirements and the changing resource mix, but its latest report said conditions are becoming more urgent as demand forecasts increase and resource additions decline.

seekingalpha.com - More than half of US at high risk of power shortages in next decade report says

Looks like there will be need for BHE investment in generation and transmission.