Presentations for 2026
Atlantic Council 2025 Global Energy Forum
| Subject: | Oil & gas markets in the era of energy dominance |
| Presented by: | Stephen Nalley |
| Presented to: | Atlantic Council Washington, DC—June 18, 2025 |
| Subject: | Oil & gas markets in the era of energy dominance |
| Presented by: | Stephen Nalley |
| Presented to: | Atlantic Council Washington, DC—June 18, 2025 |
Electricity generation by the U.S. electric power sector totaled about 4,260 billion kilowatthours (BkWh) in 2025. In our latest Short-Term Energy Outlook (STEO), we expect U.S. electricity generation will grow by 1.1% in 2026 and by 2.6% in 2027, when it reaches an annual total of 4,423 BkWh. The three main dispatchable sources of electricity generation (natural gas, coal, and nuclear) accounted for 75% of total generation in 2025, but we expect the share of generation from these sources will fall to about 72% in 2027. We expect the combined share of generation from solar power and wind power to rise from about 18% in 2025 to about 21% in 2027. More ›
Data source: U.S. Energy Information Administration, Short-Term Energy Outlook, January 2026