The Wall Street Journal · July 24, 2026 · Jennifer Hiler
The Wall Street Journal reports that America has a record amount of electricity generation under development, and building it is becoming far more expensive. Surging demand for electricity from AI data centers—combined with equipment backlogs, permitting delays, tariffs and long waits to connect to the grid—are pushing up costs. Citing Halcyon's Large Load Tariff Tracker, the Journal reports that there are more than 190 cases across the country of utilities wrestling with ways to charge giant customers.