Reliability regulator warns of worsening power outage risks across North America

A new assessment shows shrinking reserve margins and rising winter demand are increasing grid stress. The risk of supply shortfalls is expected to grow by 2030.

Insights:
The North American Electric Reliability Corporation (NERC) said the risk of US USUSpower outages is worsening in its latest long-term assessment. This announcement follows a winter storm this week that knocked out power to more than 1 million UShomes and businesses at one point. The assessment, which uses data and other information from mid-2025, warns that rising demand and a changing supply mix are shrinking the margins necessary to prevent blackouts.
A person uses a flashlight inside an apartment during a blackout that affected about 130,000 residents, according to the Pacific Gas and Electric Company, in San Francisco, California, U.S., December 21, 2025. REUTERS/Carlos Barria
A person uses a flashlight inside an apartment during a blackout that affected about 130,000 residents, according to the Pacific Gas and Electric Company, in San Francisco, California, U.S., December 21, 2025. REUTERS/Carlos Barria
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