The U.S. power grid is entering a period of unprecedented stress. Goldman Sachs research points to 9 of 13 regional electricity markets already operating with dangerously thin reserves, and projects that nearly all but one will cross critical tightness thresholds by 2030. The picture for Canada is not much better, as utilities warn of grid infrastructure ageing or stress and offer large rebates for consumers to install whole-home energy storage systems.
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