The Power Wall: U.S. Power Demand Outlook
A forward view of where AI data-center electricity demand is heading across the major ISOs, and what clears the interconnection and generation bottlenecks first.
What this report covers
- Bottoms-up demand build by ISO/RTO through year-end
- Which queued load is real vs. speculative
- Generation additions that actually come online in time
- Scenario bands: base / high / constrained
The data behind it
The analyst research builds on our live power & grid data, shown here in full. The interpretation, outlook, and models are the part you can’t auto-generate — that’s the premium report.
Electricity demand by ISO/RTO (EIA) · live site data as of Aug 14, 2026
| ISO / RTO | Demand (GW) |
|---|---|
| PJM | 99.3 |
| MISO | 84 |
| ERCOT | 66 |
| SPP | 41 |
| CAISO | 28.3 |
| NYISO | 17.3 |
| ISO-NE | 13.3 |
| Generation source | Share |
|---|---|
| Natural Gas | 44.7% |
| Coal | 16.9% |
| Nuclear | 15.3% |
| Wind | 9.1% |
| Solar | 7.1% |
| Hydro | 4.6% |
The Power Wall: U.S. Power Demand Outlook
A forward view of where AI data-center electricity demand is heading across the major ISOs, and what clears the interconnection and generation bottlenecks first.
- Bottoms-up demand build by ISO/RTO through year-end
- Which queued load is real vs. speculative
- Generation additions that actually come online in time
- Scenario bands: base / high / constrained
Included with a paid plan — built for analyst, investor & institutional users.
About “The Power Wall: U.S. Power Demand Outlook”
A forward view of where AI data-center electricity demand is heading across the major ISOs, and what clears the interconnection and generation bottlenecks first. It is part of our premium analyst research — interpretation, forward outlooks, and models that go beyond the free data reports, included with a paid plan. Explore the underlying data on the power, policy, markets, and map pages.