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2026

Energy Policy Landscape
in the US

Appendix

05 | Appendix

Macro Fundamentals and Current Energy Dynamics in the US

The US power system is entering a phase of structural demand growth driven by electrification and digital infrastructure, with AI-enabled data centers emerging as a major source of incremental load. Rising EV adoption, fast-charging networks, and industrial electrification are broadening demand simultaneously, putting sustained pressure on capacity needs. At the same time, conventional natural-gas projects face rising equipment costs and longer procurement cycles, reducing their historical economic advantage. This shift strengthens the competitiveness of renewables and hybrid systems, whose declining cost trajectories and maturing supply chains position them well to meet rapid load growth. System-wide constraints like permitting, transmission congestion, and resource intermittency continue to shape deployment. Gas-fired assets retain operational value as flexible, dispatchable capacity. Overall, these dynamics reinforce a US energy landscape where renewables and storage are the most scalable and economically resilient options to meet rising demand.

Rising US Power Trends

AI Related Data Centers (GW)

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Source: US Energy Information Administration (EIA)

Expected Demand Growth

Forecast Electricity Demand from EV Charging (TWh/Year)

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Source: Deloitte

EV Charging

Total US Electricity Demand Rapidly Growing to 2050

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Note: This is the electricity demand from passenger EVs
Source: Rabobank

Industrial Sector

Electricity Demand from Industrial Sector (TWh)

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Note: Incremental industrial electricity demand (TWh) – Forecasted net increase in total industrial sector electricity consumption by 2030 (includes electrification, reshoring, efficiency, and structural effects).
Sources: Rystad Energy, American Public Power Association (APPA)

Electrification of Industrial Processes

Demand from Electrification of Industrial Processes

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Note: Incremental industrial electrification load (GW) – Capacity/peak-load increment attributed to industrial electrification/reshoring (additional sustained industrial demand).
Incremental industrial electrification (TWh) – Long-run scenario increase in electricity consumption attributable to industrial electrification under NREL’s high-electrification pathways.
Sources: Deloitte, National Renewable Energy Laboratory (NREL)

LCOE for Solar, Wind and Hybrid Generation/Storage

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Source: Lazard 2025 LCOE+ Report
Conclusion and Investor Outlook
Energy Policy Landscape in the US
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