The Northeast and Mid-Atlantic saw sizeable shifts to other fossil fuels being used to generate electricity this February compared to the previous year.
Coal stockpiles increased by 0.7% to 105 million tons compared to the previous month, remaining at relatively low levels compared to stockpile levels observed over the last several years.
Southern Company and Progress Florida experienced the largest monthly ranges in daily peak electricity demand of all the selected electricity systems in the country in February 2026.
In this section, we look at what electricity costs and how much is purchased. Charges for retail electric service are based primarily on rates approved by state regulators. However, a number of states have allowed retail marketers to compete to serve customers and these competitive retail suppliers offer electricity at a market-based price.
EIA does not directly collect retail electricity rates or prices. However, using data collected on retail sales revenues and volumes, we calculate average retail revenues per kWh as a proxy for retail rates and prices. Retail sales volumes are presented as a proxy for end-use electricity consumption.
Forty-three states and the District of Columbia saw increased revenue per kilowatt-hour (kWh) compared to last February, while average revenue per kWh increased by 9.0% on a national basis. The largest percent increase was in the Virginia, up 26.3%, followed by Ohio, up 21.9%, and Pennsylvania, up 19.5%. Average revenue per kWh decreased in seven states compared to last year. The largest percent decrease was in Rhode Island, down 13.4%, followed by New Mexico, down 6.2%, and Connecticut, down 5.2%. In the contiguous US, Connecticut, Massachusetts, and Maine had the highest average revenues at 27.61, 27.06, and 26.67 cents per kWh, respectively. North Dakota, New Mexico, and Iowa had the lowest average revenues at 8.87, 8.97, and 9.08 cents per kWh, respectively.
| Average Revenues/Sales (¢/kWh) | Retail Sales (thousand MWh) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| End-use sector | February 2026 | Change fromFebruary 2025 | February 2026 | Change fromFebruary 2025 | Year to Date | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Residential | 17.65 | 7.4% | 128,055 | 0.4% | 273,170 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Commercial | 14.37 | 10.7% | 115,691 | 2.2% | 241,811 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Industrial | 8.95 | 8.6% | 78,653 | -0.7% | 162,696 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Transportation | 16.78 | 23.6% | 635 | 4.0% | 1,298 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total | 14.36 | 9.0% | 323,035 | 0.8% | 678,975 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Source: U.S. Energy Information Administration | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Total average revenues per kilowatt-hour (kWh) increased by 9.0% from last February, to 14.36 cents/kWh in February 2026. All four sectors saw increases in average revenues per kWh compared to last February. The Transportation sector saw the highest increase, up 23.6%, then the Commercial sector, up 10.7%, followed by the Industrial sector, up 8.6%, and finally the Residential sector, up 7.4%. On a nationwide basis, retail sales increased by 0.8% in February 2026 compared to last February, with three sectors seeing increases. The Transportation sector saw the largest increase in retail sales from last February, up 4.0%, followed by the Commercial sector, up 2.2%, and finally the Residential sector, up 0.4%. The Industrial sector was down 0.7% compared to the previous February.
Thirty-one states and the District of Columbia saw an increase in retail sales volume in February 2026 compared to last February. Rhode Island had the highest year over year percent increase in retail sales, up 31.0%, followed by Tennessee, up 8.3%, and Delaware, up 7.7%. Nineteen states saw a decrease in retail sales volume compared to last year. Montana had the highest year over year percent decrease, down 10.8%, followed by Oklahoma, down 8.8%, and Washington down 7.9%.
Twenty-eight states saw a decrease in heating degree days (HDDs) compared to last February. Texas had the highest year over year percent decrease, down 45%, followed by Oklahoma, down 43%, and Kansas down 38%. Twenty-one states and the District of Columbia saw an increase in HDDs from last February. Florida had the highest percentage year over year increase, up 244%, followed by South Carolina, up 28%, and District of Columbia, up 21%.
In this section, we look at the resources used to produce electricity. Generating units are chosen to run primarily on their operating costs, of which fuel costs account for the lion's share. Therefore, we present below, electricity generation output by fuel type and generator type. Since the generator/fuel mix of utilities varies significantly by region, we also present generation output by region.
Net electricity generation in the United States increased 1.2% compared to February 2025. However, the changes in electricity generation from the previous February were mixed throughout the country. The Northeast, MidAtlantic, Southeast, and Florida all saw a year-over-year increase in electricity generation, while the Central, West, and Texas all saw a decrease in electricity generation when compared to the previous year. The region-by-region differences in the change in electricity generation was generally a result of cooler temperatures compared to last year in the regions that saw increased electricity generation and warmer temperatures compared to last year in regions that saw a decrease in electricity generation.
Electricity generation from coal saw year-over-year increases in the MidAtlantic, Southeast, and Florida, while the Northeast, Central, West, and Texas saw year-over-year decreases in coal generation. All regions of the country, except for the West and Texas, saw an increase in natural gas generation compared to February 2025.
The chart above compares coal consumption in February 2026 and February 2025 by region and the second tab compares natural gas consumption by region over the same period. Changes in coal and natural gas consumption were similar to their respective changes in coal and natural gas generation.
The third tab presents the change in the relative share of fossil fuel consumption by fuel type on a percentage basis, calculated using equivalent energy content (Btu). This highlights changes in the relative market shares of coal, natural gas, and petroleum. The Southeast, Florida, and Texas saw their shares of coal increase at the expense of natural gas, whereas the Central and Western regions saw their shares of natural gas increase at the expense of coal. The Northeast and MidAtlantic saw sizeable shifts to other fossil fuels being used to generate electricity this February compared to the previous year. These regions of the country sometimes shift to utilizing other fossil fuels, mainly fuel oil, when electricity demand increases during the winter months in this part of the country that has natural gas pipeline constraints.
The fourth tab presents the change in coal and natural gas consumption on an energy content basis by region. The changes in total coal and natural gas consumption were similar to the changes seen in total coal and natural gas net generation in each region.
To gain some insight into the changing pattern of consumption of fossil fuels over the past year, we look at relative monthly average spot fuel prices. A common way to compare fuel prices is on an equivalent $/MMBtu basis as shown in the chart above. The average price of natural gas at Henry Hub decreased significantly from the previous month, going from $7.55/MMBtu in January 2026 to $3.84/MMBtu in February 2026. The natural gas price for New York City (Transco Zone 6 NY) also decreased significantly from the previous month, going from $19.84/MMBtu in January 2026 to $6.75/MMBtu in February 2026. The average spot price of Central Appalachian coal increased slightly from the previous month, going from $3.26/MMBtu in January 2026 to $3.32/MMBtu in February 2026.
A fuel price comparison based on equivalent energy content ($/MMBtu) does not reflect differences in energy conversion efficiency (heat rate) among different types of generators. Gas-fired combined-cycle units tend to be more efficient than coal-fired steam units. The second tab shows coal and natural gas prices on an equivalent energy content and efficiency basis. The Henry Hub natural gas price ($30.77/MWh) saw a decrease from the previous month ($60.48/MWh) and was below the Central Appalachian coal price ($35.85/MWh) in February 2026. The price of natural gas at New York City ($54.10/MWh) saw a decrease compared to the previous month ($158.94/MWh) but was still above the Central Appalachian coal price ($35.85/MWh).
The conversion shown in this chart is done for illustrative purposes only. The competition between coal and natural gas to produce electricity is more complex. It involves delivered prices and emission costs, the terms of fuel supply contracts, and the workings of fuel markets.
The United States has many regional wholesale electricity markets. Below we look at monthly and annual ranges of on-peak, daily wholesale prices at selected pricing locations and daily peak demand for selected electricity systems in the Nation. The range of daily prices and demand data is shown for the report month and for the year ending with the report month.
Prices and demand are shown for six Regional Transmission Operator (RTO) markets: ISO New England (ISO-NE), New York ISO (NYISO), PJM Interconnection (PJM), Midwest ISO (MISO), Electric Reliability Council of Texas (ERCOT), and two locations in the California ISO (CAISO). Also shown are wholesale prices at trading hubs in Louisiana (into Entergy), Southwest (Palo Verde) and Northwest (Mid-Columbia). In addition to the RTO systems, peak demand is also shown for the Southern Company, Progress Florida, and the Bonneville Power Authority (BPA). Refer to the map tabs for the locations of the electricity and natural gas pricing hubs and the electric systems for which peak demand ranges are shown.
In the second tab immediately below, we show monthly and annual ranges of on-peak, daily wholesale natural gas prices at selected pricing locations in the United States. The range of daily natural gas prices is shown for the same month and year as the electricity price range chart. Wholesale electricity prices are closely tied to wholesale natural gas prices in all but the center of the country. Therefore, one can often explain current wholesale electricity prices by looking at what is happening with natural gas prices.
In February 2026, the eastern half of the country experienced normal winter conditions resulting in a wide range of wholesale electricity prices. New England (ISONE), New York City (NYISO), and the Mid-Atlantic (PJM) all saw their wholesale electricity prices range between $24/MWh an $260/MWh during the month, as these regions experienced below average temperatures earlier in February, which resulted in increased demand for electricity. Conversely, The western half of the country experienced well above average and even record temperatures during February 2026. This resulted in electricity systems in this half of the country to see reduced electricity demand during this winter month resulting in a relatively tight spread in their wholesale electricity prices.
Wholesale natural gas prices also showed the same geographic distribution as their respective wholesale electricity prices, with the eastern half of the country seeing a large range in wholesale natural gas prices and the western half of the country seeing wholesale natural gas prices trade in a tight spread during February 2026.
In February 2026, Southern Company and Progress Florida experienced the largest monthly ranges in daily peak electricity demand of all the selected electricity systems in the country. This occurred as these two electricity systems experienced cold snaps in early February 2026 that resulted in significantly increased demand for electricity. California (CAISO) was on the opposite end of the spectrum, as this electricity system's daily peak electricity demand was at the lower end of its twelve month range and was in a much tighter range during February 2026. This occurred because California experienced above average temperatures during the month, resulting in reduced demand for electricity.
Total U.S. coal stockpiles increased by 0.7% to 105 million tons compared to the previous month. Despite this slight increase, overall U.S. coal stockpiles remain at relatively low levels compared to stockpile levels observed over the last several years.
The average number of days of burn held at electric power plants is a forward-looking estimate of coal supply given a power plant's current stockpile and past consumption patterns. For bituminous units largely located in the eastern United States, the average number of days of burn decreased from the previous month, going from 130 days of forward-looking days of burn in January 2026 to 120 days of burn in February 2026. For subbituminous units largely located in the western United States, the average number of days of burn also decreased, going from 143 days of burn in January 2026 to 138 days of burn in February 2026.
| February 2026 | February 2025 | January 2026 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Zone | Coal | Stocks (1000 tons) | Days of Burn | Stocks (1000 tons) | Days of Burn | % Change of Stocks | Stocks (1000 tons) | Days of Burn | % Change of Stocks | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Northeast | Bituminous | 1,379 | 168 | 775 | 108 | 78.1% | 1,491 | 182 | -7.5% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Subbituminous | . | . | . | . | . | . | . | . | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| South | Bituminous | 16,591 | 120 | 14,964 | 111 | 10.9% | 17,162 | 131 | -3.3% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Subbituminous | 5,202 | 95 | 4,930 | 88 | 5.5% | 5,224 | 99 | -0.4% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Midwest | Bituminous | 7,866 | 104 | 9,689 | 123 | -18.8% | 8,673 | 113 | -9.3% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Subbituminous | 28,070 | 127 | 27,266 | 128 | 2.9% | 26,276 | 127 | 6.8% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| West | Bituminous | 1,849 | 170 | 2,650 | 191 | -30.2% | 1,905 | 166 | -2.9% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Subbituminous | 29,860 | 169 | 28,121 | 151 | 6.2% | 29,589 | 176 | 0.9% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| U.S. Total | Bituminous | 27,685 | 120 | 28,077 | 120 | -1.4% | 29,231 | 130 | -5.3% | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Subbituminous | 63,133 | 138 | 60,318 | 133 | 4.7% | 61,089 | 143 | 3.3% | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Source: U.S. Energy Information Administration NOTE: Stockpile levels shown above reflect a sample of electric power sector plants, which were used to create the days of burn statistics. These levels will not equal total electric power sector stockpile levels. |
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The Electricity Monthly Update is prepared by the Electric Power Operations Team, Office of Electricity, Renewables and Uranium Statistics, U.S. Energy Information Administration (EIA), U.S. Department of Energy. Data published in the Electricity Monthly Update are compiled from the following sources: U.S. Energy Information Administration, Form EIA-826,"Monthly Electric Utility Sales and Revenues with State Distributions Report," U.S. Energy Information Administration, Form EIA-923, "Power Plant Operations Report," fuel spot prices from Bloomberg Energy, electric power prices from SNL Energy, electric system demand data from Ventyx Energy Velocity Suite, and weather data and imagery from the National Oceanic and Atmospheric Administration.
The survey data are collected monthly using multiple-attribute cutoff sampling of power plants and electric retailers for the purpose of estimation for various data elements (generation, stocks, revenue, etc.) for various categories, such as geographic regions. (The data elements and categories are "attributes.") The nominal sample sizes are: for the Form EIA-826, approximately 450 electric utilities and other energy service providers; for the Form EIA-923, approximately 1900 plants. Regression-based (i.e., "prediction") methodologies are used to estimate totals from the sample. Essentially complete samples are collected for the Electric Power Monthly (EPM), which includes State-level values. The Electricity Monthly Update is based on an incomplete sample and includes only regional estimates and ranges for state values where applicable. Using "prediction," it is generally possible to make estimates based on the incomplete EPM sample, and still estimate variances.
For complete documentation on EIA monthly electric data collection and estimation, see the Technical Notes PDF to the Electric Power Monthly. Values displayed in the Electric Monthly Update may differ from values published in the Electric Power Monthly due to the additional data collection and data revisions that may occur between the releases of these two publications.
Accessing the data: The data included in most graphics can be downloaded via the "Download the data" icon above the navigation pane.Some missing data are proprietary and non-public.
For a guide that describes electricity data that EIA collects and how the data are made available to the public, see the Guide to EIA Electric Power Data.
The Key Indicators in the table located in the "Highlights" section, are defined below. The current month column includes data for the current month at a national level. The units vary by statistic, but are included in the table. The "% Change from 2010" value is the current month divided by the corresponding month last year (e.g. July 2011 divided by July 2010). This is true for Total Generation, Residential Retail Price, Retail Sales, Degree-Days, Coal Stocks, Coal and Natural Gas Consumption. The Henry Hub current month value is the average weekday price for the current month. The Henry Hub "% Change from 2010" value is the average weekday price of the same month from 2010 divided by the average weekday price of the current month.
The Electric Power Sector comprises electricity-only and combined heat and power (CHP) plants within the North American Industrial Classification System 22 category whose primary business is to sell electricity, or electricity and heat, to the public (i.e., electric utility plants and Independent Power Producers (IPPs), including IPP plants that operate as CHPs). The All Sectors totals include the Electric Power Sector and the Commercial and Industrial Sectors (Commercial and Industrial power producers are primarily CHP plants).
Degree-days are relative measurements of outdoor air temperature used as an index for heating and cooling energy requirements. Heating degree-days are the number of degrees that the daily average temperature falls below 65° F. Cooling degree-days are the number of degrees that the daily average temperature rises above 65° F. The daily average temperature is the mean of the maximum and minimum temperatures in a 24-hour period. For example, a weather station recording an average daily temperature of 40° F would report 25 heating degree-days for that day (and 0 cooling degree-days). If a weather station recorded an average daily temperature of 78° F, cooling degree-days for that station would be 13 (and 0 heating degree days).
The per capita retail sales statistics use 2011 population estimates from the U.S. Census Bureau and monthly data collected by the Energy Information Administration. The volume of electricity delivered to end users for all sectors in kilowatthours is divided by the 2011 population estimate for each state.
Net generation statistics are grouped according to regions (see Electricity Monthly Update Explained Section) by generator type and fuel type. Generator type categories include:
Generation statistics are also displayed by fuel type. These include:
Relative fossil fuel prices are daily averages of fossil fuel prices by month, displayed in dollars per million British thermal units as well as adjusted for operating efficiency at electric power plants to convert to dollars per megawatthour. Average national heat rates for typical operating units for 2010 were used to convert relative fossil fuel prices.
Average Days of Burn is defined as the average number of days remaining until coal stocks reach zero if no further deliveries of coal are made. These data have been calculated using only the population of coal plants present in the monthly Form EIA-923. This includes 1) coal plants that have generators with a primary fuel of bituminous coal (including anthracite) or subbituminous, and 2) are in the Electric Power Sector (as defined in the above "Sector definitions"). Excluded are plants with a primary fuel of lignite or waste coal, mine mouth plants, and out-of-service plants. Coal storage terminals and the related plants that they serve are aggregated into one entity for the calculation of Average Days of Burn, as are plants that share stockpiles.
Average Days of Burn is computed as follows: End of month stocks for the current (data) month, divided by the average burn per day. Average Burn per Day is the average of the three previous years' consumption as reported on the Form EIA-923.
These data are displayed by coal rank and by zone. Each zone has been formed by combining the following Census Divisions:
The coal stocks data presented at the top of the Fossil Fuel Stocks section (“Coal Stocks”) will differ from the coal stocks presented in the Days of Burn section (“DOB Stocks”) at the bottom of the Fossil Fuel Stocks section. This occurs because Coal Stocks include the entire population of coal plants that report on both the annual and monthly Form EIA-923. The DOB Stocks only include coal plants that report on the monthly Form EIA-923 and have a primary fuel of bituminous (including anthracite) or subbituminous as reported on the Form EIA-860.