Grid batteries were the next-biggest new source of power capacity — and saw the fastest growth. The U.S. built 13 GW of energy storage last year, almost double 2023’s record-shattering 6.6 GW. Texas and California led the way here as well.
Wind was the third-biggest source of new capacity, but installations dropped for the fourth year in a row as the industry continued to struggle through lingering supply-chain issues, a plodding interconnection process, and local opposition to projects. Just 2.4 GW of new gas and 1 GW of nuclear went online in 2024.
The U.S. has rolled out more clean energy than fossil-fueled power plants for years now, helping the grid get cleaner and less carbon-intensive. Power emissions have fallen steadily since peaking in 2007 as fossil gas and renewables have replaced coal.
Still, fossil fuels generate the majority of the country’s power and the U.S. faces an uphill battle to decarbonize its grid by 2035, a goal set by outgoing President Joe Biden.
Fossil gas is currently the top source of electricity generation in the U.S., and last year emissions from its use in the rose nearly 4 percent. As big tech firms look to build more energy-intensive data centers to support their AI goals, the sector could become even more reliant on fossil fuels. That surging power demand is already extending the life of coal plants and causing utilities to propose building more gas-fired power plants.
In order to eliminate carbon emissions from the grid, the U.S. is going to need to figure out how to build enough clean energy to dethrone fossil fuels. That was a hard task even when Biden was president and before the AI-driven electricity boom took hold. It will be an even taller task under incoming President Donald Trump, who has vowed to double down on fossil fuels
