INTELLIGENCE CENTER · U.S. ENERGY
U.S. Energy Intelligence Center
Live institutional dashboard tracking national power markets, retail and industrial electricity pricing, natural gas exposure, generation mix, renewable build-out, demand growth, and AI / hyperscale load acceleration — synthesized for capital allocators.
SECTION · 01
National Power Market Overview
Composite snapshot of U.S. wholesale and retail electricity conditions across the seven major ISO/RTO footprints.
U.S. Avg LMP
$42.18
/MWh · 7-day blended
Peak Load
682 GW
Summer-equivalent baseline
Reserve Margin
14.7%
NERC composite
Capacity in Queue
2.6 TW
Active interconnection studies
EIA Electricity Data Browser
EMBED · API-READY
WIDGET CONTAINER
EIA Electricity Data Browser
REPLACEABLE WITH LIVE EIA EMBED OR API MODULE
SOURCE: U.S. ENERGY INFORMATION ADMINISTRATION
EIA.GOV
SECTION · 02
Commercial Electricity Price Trends
Trailing-twelve-month commercial sector retail pricing trajectory, indexed against regional CPI and natural gas basis differentials.
U.S. Avg
13.4 ¢/kWh
+4.1% YoY
Northeast
18.7 ¢/kWh
+6.2% YoY
Southeast
11.2 ¢/kWh
+2.8% YoY
Mountain West
10.6 ¢/kWh
+3.4% YoY
EIA Retail Sales / Price by State — Commercial
EMBED · API-READY
WIDGET CONTAINER
EIA Retail Sales / Price by State — Commercial
REPLACEABLE WITH LIVE EIA EMBED OR API MODULE
SOURCE: U.S. ENERGY INFORMATION ADMINISTRATION
EIA.GOV
SECTION · 03
Industrial Electricity Price Trends
Industrial sector tariff trajectory — the cleanest proxy for siting cost competitiveness across manufacturing, refining, and hyperscale operators.
U.S. Avg
8.3 ¢/kWh
+3.2% YoY
Texas
6.7 ¢/kWh
+1.4% YoY
PJM West
9.1 ¢/kWh
+4.7% YoY
California
16.4 ¢/kWh
+7.9% YoY
EIA Retail Sales / Price by State — Industrial
EMBED · API-READY
WIDGET CONTAINER
EIA Retail Sales / Price by State — Industrial
REPLACEABLE WITH LIVE EIA EMBED OR API MODULE
SOURCE: U.S. ENERGY INFORMATION ADMINISTRATION
EIA.GOV
SECTION · 04
State-by-State Power Cost Heat Map
Geospatial overlay of retail cents-per-kWh by state — cross-referenced against transmission headroom, queue density, and utility rate-case posture.
RETAIL ¢/kWh · STATE GRID
SOURCE: U.S. ENERGY INFORMATION ADMINISTRATION · ILLUSTRATIVE
EIA State Energy Profiles
EMBED · API-READY
WIDGET CONTAINER
EIA State Energy Profiles
REPLACEABLE WITH LIVE EIA EMBED OR API MODULE
SOURCE: U.S. ENERGY INFORMATION ADMINISTRATION
EIA.GOV
SECTION · 05
Natural Gas Price Exposure
Henry Hub spot, regional basis, and storage trajectory — the single largest variable input to U.S. wholesale electricity formation.
Henry Hub
$3.42
/MMBtu · spot
Waha Basis
-$0.86
vs HH · Permian
Storage
3,612 Bcf
+4.1% vs 5y avg
EIA Natural Gas Prices
EMBED · API-READY
WIDGET CONTAINER
EIA Natural Gas Prices
REPLACEABLE WITH LIVE EIA EMBED OR API MODULE
SOURCE: U.S. ENERGY INFORMATION ADMINISTRATION
EIA.GOV
SECTION · 06
Generation Mix by State
State-level fuel composition — gas, nuclear, coal, hydro, wind, solar, storage — used to forecast emissions exposure and dispatch stack risk.
FUEL COMPOSITION · % GENERATION
SOURCE: U.S. ENERGY INFORMATION ADMINISTRATION
EIA Wholesale Electricity Market Data
EMBED · API-READY
WIDGET CONTAINER
EIA Wholesale Electricity Market Data
REPLACEABLE WITH LIVE EIA EMBED OR API MODULE
SOURCE: U.S. ENERGY INFORMATION ADMINISTRATION
EIA.GOV
SECTION · 07
Renewable Capacity Growth
Quarterly renewable additions across utility-scale solar, onshore wind, and battery storage — filtered for IRA-eligible siting corridors.
Solar Added
31.4 GW
TTM · utility-scale
Wind Added
8.2 GW
TTM · onshore
Storage Added
14.7 GW
TTM · 4-hr equiv.
Curtailment
4.3%
ERCOT West avg
EIA Short-Term Energy Outlook
EMBED · API-READY
WIDGET CONTAINER
EIA Short-Term Energy Outlook
REPLACEABLE WITH LIVE EIA EMBED OR API MODULE
SOURCE: U.S. ENERGY INFORMATION ADMINISTRATION
EIA.GOV
SECTION · 08
Electricity Demand and Load Growth
National and regional load growth — the first decade of structural U.S. demand expansion since the late 1990s.
5-YEAR FORWARD LOAD CAGR · BY ISO
SOURCE: U.S. ENERGY INFORMATION ADMINISTRATION · ISO-RTO PLANNING DOCS
SECTION · 09
AI / Data Center Power Demand Watch
Hyperscale and AI-training campus pipeline — announced, permitted, and energized — overlaid against utility interconnection capacity.
Pipeline
94 GW
Announced 2024–2030
Permitted
38 GW
Interconnection cleared
Energized
11 GW
Operating · AI-class
Avg Campus
412 MW
Median nameplate
HOTSPOTS
Northern Virginia (PJM DOM)
11.4 GW
Queue saturation; 5–7 yr energization lag
Central Texas (ERCOT)
9.8 GW
Permitting fast-track; gas-coupled siting
Phoenix / Tucson (WECC)
6.2 GW
Solar+storage co-location preferred
SECTION · 10
Stock & Milster Strategic Interpretation
Executive commentary translating the dataset into capital allocation, siting, and infrastructure positioning theses.
POWER · STRUCTURAL
Industrial pricing dispersion is the dominant siting variable through 2030.
Spread between cheapest and most expensive industrial markets has widened ~38% since 2022. Hyperscale, advanced manufacturing, and electrified industrial loads will increasingly underwrite siting decisions on the basis of 10-year delivered cost, not headline rates.
STOCK & MILSTER · STRATEGIC DESK
GENERATION · CAPITAL
Gas remains the marginal fuel — but financing is migrating to firm-shaped renewables.
With storage durations clearing 6 hours economically and curtailment rationalized via co-location, the firm-shaped renewable stack is now bankable at scale. Gas keeps the reserve margin honest; renewables increasingly clear the energy stack.
STOCK & MILSTER · STRATEGIC DESK
DEMAND · INFLECTION
Load growth is no longer cyclical — it is structurally re-baselined.
AI training, onshored manufacturing, electrified transport, and crypto reload have moved national load growth from <1% to a 2.5–3.5% trajectory. Utilities are under-resourced for this regime; transmission becomes the binding constraint.
STOCK & MILSTER · STRATEGIC DESK
POLICY · RISK
Rate-case posture is the under-priced institutional variable.
Commission orientation, ROE trajectory, and demand-charge structure now drive 200–400 bps of delivered-cost variance across otherwise comparable utility territories. Treat regulatory posture as a first-class siting input.
STOCK & MILSTER · STRATEGIC DESK
ENGAGEMENT
Convert the dataset into a deployment thesis.
Bespoke briefings provision vendor-licensed market data, scoped scoring models, and intelligence delivery under NDA for institutional capital and infrastructure operators.