The US Energy Information Administration (EIA) has published its latest Short-Term Energy Outlook (STEO), where it estimates that the demand for electricity will break 2024’s levels (4,097 TWh) to surpass 4,200 TWh in the coming years. This due to an expected increase of energy demand from data centres dedicated to AI and cryptocurrency, (+34% in 2025 and 18% in 2026), with the commercial and industrial consumption seeing a greater increase in the 2024-2026 period (4.7% and 5.1% respectively).
Regarding energy production, natural gas is expected to continue dominating the US’ power generation while experiencing a decline on its share, from 42% in 2024 to 40% in 2025 (slight increase in gas prices) and 2026. Similarly, coal is expected to experience a slight decrease over the same period (from 16% in 2024-2025 to 15% in 2026), while the share of renewable energy is projected to increase from 23% in 2024 to 25% in 2025 and to 27% in 2026. Solar is expected to have the biggest leap (+34% in 2025 and +18% in 2026). Nuclear is expected to remain with a stable 19% share of the country’s power generation.
Gas sales are expected to rise to 370 mcm/d for residential consumers, 275 mcm/d for commercial customers and 665 mcm/d for industrial customers in 2025.
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