U.S. power consumption is expected to increase from 4,195 billion kWh in 2025 to 4,271 billion kWh in 2026 and 4,397 billion kWh in 2027, driven by demand from AI-focused data centers and electrification. The commercial sector is projected to lead this demand growth, surpassing residential consumption for the first time. The share of renewable energy generation is also forecasted to rise from 24% in 2025 to 27% in 2027.
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