Winter demand could surge even more, by 245 GW, NERC reported. “This assessment is not a prediction of failure but an early warning on the trajectory of risk,” said John Moura, NERC’s director of Reliability Assessment and Performance Analysis. From 2024 to 2025, fossil-fueled generator capacity fell 21 GW while battery, wind, and solar resources increased 23 GW in peak-hour capacity. At PJM, summer peak demand is expected to grow 56 GW to reach 210 GW by 2035, while winter demand could climb 62 GW to 198 GW by winter 2034–35. The reliability organization recommends continued collaboration between electric and natural gas industries on interconnected system planning and operations, with stakeholders urged to implement solutions with urgency.