The Manhattan Contrarian is looking at New York State in this story https://www.manhattancontrarian.com/blog/2023-9-13-new-york-urgently-needs-to-confront-the-contradiction-of-trying-to-electrify-everything-while-also-eliminating-fossil-fuels but this same analysis can be done across the US. You have a projected need of 60GW but only 15-18GW of the "right kind" of power by 2030. It just doesn't add up.