德勤：2025年美国电力和公用事业行业展望报告（英文版）（18页）.pdf

1、2025 Power and Utilities IndustryOutlookUtilities are navigating a new era of growth and transformation as they address emerging challengesand rising demandARTICLE19-MINREAD09 DECEMBER2024Deloi?e Center for Energy&IndustrialsThe United States is experiencing a surge in electricity demand,driven in p

2、art by a con?uence of unprecedented electri?cation,arti?cialintelligencedriven data center expansion,and a resurgence in industrial reshoring or manufacturing.In September 2024,year-to-date electricitydemand rebounded with a 1.8%increase,following a 1.7%decline during the same period in 2023 helped

3、by mild weather conditions.However,this surge isnt temporary;it is expected to be sustained growth after two decades of stagnant demand.This will likely fundamentally change theelectricity landscape in several ways.Data centers,fueled by the rise of generative AI,machine learning(ML),and cryptocurre

4、ncy-mining activities,are becoming major electricityconsumers.Power demand estimates vary widely.According to Deloitte analysis,by 2030,electricity demand from data centers is projected tosoar to approximately 515 to 720 terawatt-hour(TWh),up from about 180 to 290 TWh in 2024a 15%to 17%compound annu

5、al growthrate.Electri?cation continues to expand across transportation,industrial processes,and buildings and homes.Electric vehicle sales are up 8%yearover year(YoY),now accounting for 9%of new car sales in the?rst three quarters of 2024,despite a slight decline in the?rst quarter of2024.Government

6、 incentives in at least 25 states have accelerated the adoption of heat pumps.Federal policies promoting domestic content have further ampli?ed this demand surge by relocating o?shore manufacturing and expandingdomestic production in strategically important sectors.Between Jan.1,2021,and March 1,202