Harold Hamm, Oklahoma Oil Tycoon, Allies With Trump to Reshape U.S. Energy

Β© Loren Elliott for The New York Times

Β© Loren Elliott for The New York Times

Β© Desiree Rios for The New York Times
Worries about the US gridβs ability to handle the surge in demand due to data center growth have made headlines repeatedly over the course of 2025. And, early in the year, demand for electricity had surged by nearly 5 percent compared to the year prior, suggesting the grid might truly be facing a data center apocalypse. And that rise in demand had a very unfortunate effect: Coal use rose for the first time since its recent collapse began.
But since the first-quarter data was released, demand has steadily eroded. As of yesterdayβs data release by the Energy Information Administration (EIA), which covers the first nine months of 2025, total electricity demand has risen by 2.3 percent. That slowdown means that most of the increased demand could have been met by the astonishing growth of solar power.
If you look over data on the first quarter of 2025, the numbers are pretty grim, with total demand rising by 4.8 percent compared to the same period in the year prior. While solar power continued its remarkable surge, growing by an astonishing 44 percent, it was only able to cover a third of the demand growth. As a result of that and a drop in natural gas usage, coal use grew by 23 percent.


Β© David Paul Morris/Bloomberg via Getty Images

Β© Eli Hartman/Reuters

Β© Pablo Porciuncula/Agence France-Presse β Getty Images

Β© Anna Moneymaker/Getty Images

Β© Erin Schaff/The New York Times

Β© Erin Schaff/The New York Times

Β© Alexander Manzyuk/Reuters

Β© Kyle Grantham for The New York Times