Natural Gas & Electricity
Electricity generation and who is using it, the data-center building boom, the generation mix, retail power prices, Henry Hub, gas storage, production and LNG exports — sourced live from the EIA, FRED, and Census construction spending.
Latest data …
Total Electricity Net Generation
Electric power sector, 12-month moving average, million kWh (left) vs. CPI electricity index, 1982-84=100 (right)
Source: EIA Electric Power Monthly (sector 98, all fuels); BLS CPI electricity via FRED (CUSR0000SEHF01).
Who Is Using the Power — Retail Sales by Sector
12-month moving average of monthly electricity sales, million kWh — commercial is where data centers land
Source: EIA Electric Power Monthly, retail sales by sector (stateid US).
Data Center Construction Spending
Private construction put in place, seasonally adjusted annual rate, $ billions (left) vs. electric power construction (right)
Source: U.S. Census Bureau, Construction Spending (C30), private nonresidential detail — "Data center" (under Office) and "Electric" (under Power). Data-center detail begins Jan 2014.
Generation Mix
Share of electric-power-sector generation over the trailing 12 months, percent
Source: EIA Electric Power Monthly — natural gas, coal, nuclear, wind, utility-scale solar, conventional hydro; "other" is the remainder.
Source: EIA Electric Power Monthly, average retail price by sector.
Henry Hub Natural Gas Spot Price
$ per MMBtu, daily — the fuel behind roughly 40% of U.S. generation
Source: EIA via FRED (DHHNGSP).