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Houston Business Journal’s Energy in Business panel brought together leaders from across the sector to discuss the impacts of tariffs, policy shifts, and rising data center demand on natural gas, infrastructure, and the energy transition. Joel Yu of Enchanted Rock highlighted both the risks and opportunities of rapid demand growth, stressing the need for policy support and infrastructure investment to keep pace with change.
The new ERT500™ generator and RockBlock™ backup power solutions from Enchanted Rock are engineered to deliver reliable, ultra-low-emission onsite power for data centers, healthcare facilities, and other critical infrastructure. With diesel-like transient response, modular scalability, and advanced monitoring, these systems maximize uptime while meeting the strictest air quality standards.
Energy planning in Utah must navigate the tension between near-term needs and long-term objectives. On one hand, there is an urgent push to add capacity quickly to meet large loads. On the other, long-term investments in dispatchable and low-carbon resources such as geothermal, nuclear, and other emerging technologies are recognized as essential for the decades ahead.
For a power-intensive facility like a 500 MW data center, diesel backup might come with 48 hours of onsite fuel storage. And at first glance, that sounds like a reliable strategy for protecting against power outages. Two days of fuel leaves plenty of buffer, right? But when you consider how long the bigger storms and the grid’s recovery can last, 48 hours of fuel storage could be a gamble you don’t want to make.
In early June 2025, the Federal Energy Regulatory Commission hosted a technical conference to dive into the challenges of resource adequacy (RA) across regional markets. This timely discussion was undoubtedly prompted by the nation’s rising demand for reliable electricity, challenged further by the rapid growth of data centers at the forefront of the AI race.
Demand for power-intensive infrastructure like data centers and advanced manufacturing is accelerating, challenging the status quo trajectory of the U.S. energy system. Long grid interconnection timelines, rising reliability risks, and macroeconomic uncertainty are making it harder to get power where it’s needed, when it’s needed. In this environment, a flexible, forward-looking approach is no longer optional; it’s essential.
A wave of artificial intelligence data center development is raising concerns about an electricity reliability crisis for the nation’s largest power grid. But with this surge of planned data centers, industry experts question whether the power grid serving this region can handle the tsunami of new development headed its way without significantly increasing the risk of blackouts.