COMPAMIR
High-Purity Fact Pipeline
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High-Purity Fact Pipeline
Wood Mackenzie analysts
United States
May 22, 2026
Verified: May 22, 2026
"AI datacenters are placing unprecedented strain on the aging US power grid. Operators are increasingly turning to risky on-site power generation, which may conflict with utility priorities. Grid modernization costs are expected to be passed on to ratepayers, potentially triggering political backlash."