Data center electricity use is growing at an accelerating rate
Shehabi, A., et al. (2024). 2024 United States Data Center Energy Usage Report. Lawrence Berkeley National Laboratory for the U.S. Department of Energy. LBNL PDF
176 TWh in 2023 (4.4 percent of U.S. electricity), up from 58 TWh in 2014; 325 to 580 TWh by 2028 (6.7 to 12 percent); annual growth rising from about 7 percent to 18 percent to a projected 13 to 27 percent.
proSupports: Contention 1Cut this card
Demand more than doubled from 2018 to 2024 and could triple by 2028
Lawrence Berkeley National Laboratory (August 2026). Electricity Rate Designs for Large Loads. Technical brief. LBNL PDF
Cites the 2026 LBNL estimate that data center demand rose 2.3 times from 2018 to 2024 and could rise 3.3 times from 2024 to 2028, and describes the tariff provisions regulators are writing in response.
proSupports: Contention 1Cut this card
EPRI: data centers could reach 9 to 17 percent of U.S. electricity by 2030
Electric Power Research Institute (2026). Powering Intelligence 2026: Data Center Load Growth in Context. epri.com
Scenario forecasts of data center consumption reaching 9 to 17 percent of national electricity by 2030, with state-level grid impacts.
proSupports: Contention 1Cut this card
Load growth drove about half the PJM capacity price increase
Energy and Environmental Economics, E3 (May 2026). Understanding the Drivers of Rising Electricity Rates and the Role of Data Centers. E3 PDF
Attributes roughly 50 percent of the increase in PJM's 2024/25 and 2025/26 capacity auction prices to load growth. Commissioned by the Data Center Coalition; the pro reads the PJM finding, the con reads the headline.
proSupports: Contention 1Cut this card
Utilities have sharply raised load-growth forecasts
Shehabi, A., et al. (2024), section on utility projections. LBNL PDF
Southern Company revised expected sales growth from 1 to 2 percent a year to about 6 percent for 2025-2028 because of data centers; Georgia Power raised near-term load forecasts.
proSupports: Contention 2Cut this card
Reliability: rapid load growth strains the grid
North American Electric Reliability Corporation. Long-Term Reliability Assessment (current edition). nerc.com
NERC's annual assessment of resource adequacy; recent editions identify large-load growth, including data centers, as a driver of elevated risk in several regions. Cut the regional findings.
proSupports: Contention 2Cut this card
More than 300 state bills on data centers in early 2026
MultiState (February 2026). State Data Center Legislation in 2026 Tackles Energy and Tax Issues. multistate.us
Tracks the wave of state legislation on data center energy use, water, and tax treatment, evidence that policymakers treat the harms as present.
proSupports: Contention 1Cut this card
States and localities are enacting moratoriums
Rockefeller Institute of Government (2026). Updates on the Cloud: More Moratoriums on Data Centers. rockinst.org
Describes state and local moratorium proposals and enactments in 2026, including New York, and the fiscal and environmental concerns behind them.
proSupports: Contention 1Cut this card
Retail electricity price trends
Lawrence Berkeley National Laboratory (March 2026). Retail Electricity Price Trends, 2026 edition. LBNL PDF
LBNL's annual analysis of retail price drivers by state; both sides cut from it, the pro for regions where load growth coincides with price pressure, the con for the national pattern.
proSupports: Contention 1Cut this card
What will data centers do to your electric bill?
Borenstein, S. (September 29, 2025). Energy Institute at Haas blog. Energy Institute blog
An economist's explanation of the conditions under which large loads raise or lower rates, useful for explaining the mechanism to a lay judge.
proSupports: Contention 1Cut this card
No historical evidence that data centers raised residential rates
Energy and Environmental Economics, E3 (May 2026). Understanding the Drivers of Rising Electricity Rates and the Role of Data Centers. ethree.com
Reviews more than ten quantitative studies and finds the evidence mixed: states with the largest load growth (Texas, Virginia) saw the smallest rate increases, while inflation, grid modernization, and gas volatility drove costs. Commissioned by the Data Center Coalition; say so.
conSupports: Contention 1Cut this card
Causal estimate: data centers modestly lowered average rates, 2015-2024
EPRI and Watershed researchers (August 2026). Have Data Centers Raised Your Electric Bill? Causal Evidence from the United States. arXiv working paper 2606.19777. arXiv
Uses an instrumental-variables design and estimates that data centers caused average U.S. retail rates to fall modestly from 2015 to 2024, consistent with fixed costs spread over more sales. A working paper; note the industry affiliation.
conSupports: Contention 1Cut this card
High-growth regions saw inflation-adjusted rates decline, but not automatically
Latitude Media (July 17, 2026). Studies say data centers don't raise rates. Does it matter? Latitude Media
Reports the EPRI and Columbia findings that regions with the highest demand growth saw real rates decline, with the authors' caveat that the outcome depends on supply, cost allocation, and tariff design. Also documents that the backlash is about water and land, not only bills.
conSupports: Contention 1Cut this card
Thirty-eight large-load tariffs since 2018, thirty in 2025 and 2026
Energy and Environmental Economics, E3 (May 2026), summary page. ethree.com
Documents the rapid adoption of large-load tariffs that shift interconnection and infrastructure costs to the facilities, the con's evidence that the cost-allocation problem is being fixed without a ban.
conSupports: Contention 1Cut this card
How large-load tariffs protect other ratepayers
Lawrence Berkeley National Laboratory (August 2026). Electricity Rate Designs for Large Loads. Technical brief. LBNL PDF
Describes minimum contract terms, load-ramp periods of four to five years, and revenue-sufficiency provisions that make large customers cover the costs they cause.
conSupports: Contention 1Cut this card
Data center demand is one part of much larger growth
Shehabi, A., et al. (2024), executive summary. LBNL PDF
The DOE report itself says the surge should be understood against the much larger demand growth expected from electrification, vehicles, and manufacturing that the grid must meet regardless.
conSupports: Contention 2Cut this card
Industry pledge to fund grid upgrades directly
Reported by NetChoice (July 2026) and industry trackers: the White House Ratepayer Protection Pledge, March 2026. netchoice.org
Seven large AI companies reportedly signed a pledge to fund the grid improvements their facilities require. Secondary and interested sources; find the primary announcement before you read it in a round.
conSupports: Contention 1Cut this card
The fiscal stakes for host communities
Rockefeller Institute of Government (2026). Updates on the Cloud: More Moratoriums on Data Centers. rockinst.org
Describes the tax incentives states use to attract facilities and the local revenue at stake, evidence for the con's investment impact.
conSupports: Contention 2Cut this card
Official demand and price data
U.S. Energy Information Administration. Electricity data, Short-Term Energy Outlook, and Annual Energy Outlook. eia.gov
The official baseline for demand growth, generation mix, and retail prices that both sides should cite for uniqueness.
conSupports: GeneralCut this card
Water and land concerns are separate from the price question
Latitude Media (July 17, 2026), reporting on community opposition. Latitude Media
Notes that community objections increasingly concern water use and land, which the con uses to argue that the resolution's federal construction ban is the wrong instrument for local siting concerns.
conSupports: Contention 2Cut this card