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Key Developments in US Energy Crisis
On December 2, 2025, Zacks Investment Ideas highlighted a significant concern in the U.S. energy sector: electricity prices have surged from $0.133 to $0.188 per kilowatt-hour since 2020, reflecting a 30% increase. Experts warn of an impending electricity crisis exacerbated by factors such as an aging electrical grid, extreme weather events, persistent inflation, and increased energy consumption driven by the rise of artificial intelligence.
To address the electricity demands, particularly from data centers which are expected to triple their usage to 11.7% of total consumption by 2030, the U.S. government is advocating for a nuclear solution. The Trump Administration announced plans to acquire up to 10 nuclear reactors and a $1 billion loan to restart Constellation Energy’s Three Mile Island plant, with operational expectations set for 2027.
In addition to nuclear energy, short-term solutions involve traditional energy sources like natural gas. Constellation Energy and Bloom Energy are highlighted as key players in expanding nuclear and cleaner natural gas technologies, respectively. Meanwhile, renewable energy sources such as solar power are poised to meet rising demands, with First Solar and Nextpower positioned as market leaders.
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