Thomas R. Henchey, Business Manager
Around the Local
Naperville Council voted 6-1 to reject a 36-megawatt data center despite IBEW's Anthony Giunti emphasizing construction would bring millions to the local economy and create long-term career opportunities. Labor leaders warned that rejecting the project removes years of high-paying skilled construction work from a vacant property.
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America faces critical shortages of skilled electrical workers and electricity supply to support manufacturing reshoring and AI data centers. Morgan Stanley warns of a potential 20% power shortage by 2028 while Bureau of Labor Statistics projects nearly 80,000 electrician job openings over the next decade, with apprentice programs increasing 50% to address the gap.
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Microsoft announced a "Community-First AI Infrastructure" policy ensuring communities won't bear the full cost of electricity consumption and grid expansion from its data centers, following Trump administration pressure. The company's commitment comes as IEA estimates US datacenter electricity demand could triple by 2035, from 200 to 640 terawatt-hours annually.
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Wind and solar generated 30% of EU electricity in 2025, surpassing fossil fuels at 29% for the first time, driven by a surge in solar installations that grew 20% for the fourth consecutive year. Energy think tank Ember reports coal power fell to a record low of 9.2%, though gas generation rose 8% due to lower hydropower availability, lifting import costs to 32 billion euros.
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US electricity consumption is forecast to reach record levels in 2025 and 2026, driven primarily by surging demand from data centers and AI workloads. EIA projects total power demand rising from 4,110 billion kilowatt-hours in 2024 to over 4,260 billion kilowatt-hours in 2026, marking the first time since 2007 that demand has risen for four consecutive years.
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