November 24, 2025–Written by Aaron Studwell for Industrial Info Resources (Sugar Land, Texas)–The North American power grid enters the season with a distinct set of reliability considerations. According to the North American Electric Reliability Corporation’s (NERC) 2025-2026 Winter Reliability Assessment, nearly all assessment areas report year-on-year demand growth, with winter peak demand rising by more than 20 gigawatts (GW). Although resource additions continue, mainly from batteries and modest new gas capacity, supply growth lags demand, leaving several regions more sensitive to prolonged cold snaps. Extreme and persistent Arctic outbreaks could push systems into emergency conditions, especially where natural-gas-fired generation becomes fuel-limited during surges in heating demand.
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