The US Energy Information Administration (EIA) predicts electricity use will climb to 4,191 billion kilowatt-hours (kWh) in 2025 and 4,305 billion kWh in 2026.
This surpasses the 2024 record of 4,097 billion kWh, according to the EIA’s latest outlook.
Drivers of Increased Usage
Growth stems from AI and cryptocurrency data centers, plus rising electrification in homes and businesses.
These sectors are shifting away from fossil fuels for heating and transport, boosting electricity demand significantly.
Sector-Specific Projections
For 2025, the EIA forecasts residential sales at 1,508 billion kWh, near the 2022 peak of 1,509 billion. Commercial sales hit 1,487 billion kWh, exceeding the 2024 high of 1,434 billion. Industrial sales reach 1,053 billion kWh, close to the 2000 record of 1,064 billion.
Shifts in Power Sources
Natural gas’s share in power generation drops from 42% in 2024 to 40% in 2025 and 2026. Coal rises to 17% in 2025 from 16% but dips back in 2026.
Renewables grow from 23% to 24% in 2025 and 26% in 2026. Nuclear falls from 19% to 18% over the period.
Natural Gas Sales Outlook
In 2025, gas sales are projected at 13 billion cubic feet per day (bcfd) for homes, 9.8 bcfd for businesses, and 23.5 bcfd for industry.
Power generation gas use falls to 36 bcfd, down from the 2024 peak of 36.9 bcfd.
Implications for Energy Future
The EIA’s projections highlight a surge in electricity reliance, driven by tech and green trends. Renewable growth signals a shift, though natural gas and coal remain key players in the US energy mix.
