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Switchgear & Transformers

US electricity use will set records in 2026 and 2027, the EIA forecasts, with commercial sales, where most data centres are counted, overtaking homes

. Source published 10 Nov 2026. Original reporting: US Energy Information Administration (Short-Term Energy Outlook); Reuters (opens in a new tab).

What changed

The US Energy Information Administration's Short-Term Energy Outlook, published on 10 November, puts US electricity consumption at about 4,306 billion kWh in 2026 and 4,371 billion kWh in 2027, up from a record 4,216 billion kWh in 2025 (our sums of EIA's monthly Table 7a figures; Reuters reports 4,370 billion kWh for 2027). Commercial sales rise from about 1,503 billion kWh in 2025 to 1,557 billion kWh in 2026, edging past residential sales of about 1,546 billion kWh, and to 1,600 billion kWh in 2027. EIA expects the electric power sector to generate almost 4,390 billion kWh in 2026, up 2.7%, driven by commercial demand and a hot summer, with most of the growth in generation coming from utility-scale solar. Reuters reported the rise as driven largely by AI data centres. These are EIA forecasts. Chart and sector table: /resources/energy/#demand.

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Read the original: US Energy Information Administration (Short-Term Energy Outlook); Reuters: US electricity use will set records in 2026 and 2027, the EIA forecasts, with commercial sales, where most data centres are counted, overtaking homes (opens in a new tab)
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