A massive winter storm brought power outages to over 780,000 customers across the South and East, with PJM Interconnection forecasting record peak demand of 147,000 MW. The deep freeze threatens to cripple natural gas infrastructure and test regional grids serving tens of millions of Americans.

Winter storm conditions risk shuttering Appalachia gas wells and pipelines in bitter cold, potentially forcing more electricity outages in the East. PJM warned that pressure will mount across regional grids as the nation's largest grid operator exports power while managing unprecedented demand.

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.

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.