Is solar's growth finally slowing in the US?
摘要
美国电网最新数据显示，电力需求持续上升，但增速低于数据中心相关报道所暗示的水平。电动汽车和热泵等电气化趋势正将更多能源需求转移至电网，然而与去年同期相比，用电量仅增长2%，低于此前一年同期的3%增幅。效率提升以及部分数据中心自发电可能是增速放缓的原因。目前需求增长尚未达到极端水平。
Normally, we try to update you quarterly on what's going on with the US electric grid since it provides a nice view of developing trends and smooths out some month-to-month randomness. Unfortunately, I was out of the office when last month's data was released, so this will be a seven-month update on 2026 trends.
The top line item is that energy use is continuing to rise, albeit not as quickly as headlines about data centers might lead people to believe. Beyond data centers, there's a growing electrification—things like EVs and heat pumps—that is shifting energy demands onto the grid. Despite all of this, electricity use has risen by only 2 percent compared to the same period last year. At this time the previous year, demand had risen by 3 percent compared to the year prior.
Some of this may be due to continued improvements in efficiency, which had largely kept electricity demand stable throughout the early 2000s. And some of it may be because more data centers are generating their own power so that demand doesn't show up on the grid. So far, the growth in demand hasn't reached apocalyptic levels.
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