EIA：预计美国用电需求至2027年续创新高

Core Insights - The U.S. Energy Information Administration (EIA) forecasts an increase in electricity consumption in the U.S. for 2026 and 2027, with demand rising from a record 4,195 billion kilowatt-hours in 2025 to 4,268 billion kilowatt-hours in 2026, and further to 4,372 billion kilowatt-hours in 2027 [1] Group 1: Electricity Demand - Residential electricity sales are expected to reach 1,541 billion kilowatt-hours in 2026, while commercial electricity sales will be 1,520 billion kilowatt-hours, and industrial electricity sales will amount to 1,063 billion kilowatt-hours [1] Group 2: Energy Sources - The share of natural gas in the electricity generation mix is projected to remain at 40% in 2025 and 2026, before decreasing to 39% in 2027 [1] - The proportion of coal in electricity generation is expected to decline from 17% in 2025 to 16% in 2026, and further to 15% in 2027 [1] - Renewable energy's share in electricity generation is anticipated to increase from approximately 24% in 2025 to 25% in 2026, reaching 27% in 2027, while nuclear power's share will remain stable at 18% from 2025 to 2027 [1]