Grid Infrastructure Series
July 2026

Solar vs Nuclear: Firm Power for the AI Grid

U.S. nuclear generation totaled 786.0 TWh over the 12 months through April 2026 while solar totaled 313.1 TWh, framing two opposite ends of the firmness spectrum for AI data center power.

786.0 TWhNuclear 12-month total
+16.1%Solar YoY generation
313.1 TWhSolar 12-month total
Grid Infrastructure Series
June 2026

Mid-Atlantic Electricity Bills: +19.4% Ohio Rate Surge

Ohio residential electricity prices reached 19.49 cents/kWh in April 2026, a +19.4% year-over-year increase and the steepest household rate rise across the PJM mid-Atlantic core.

+19.4%Ohio residential price YoY
+16.8%New Jersey residential price YoY
+13.7%Virginia residential price YoY
Grid Infrastructure Series
February 2026

Grid Capacity for AI: U.S. Power Supply Under Pressure

U.S. net electricity generation totaled 4,429.5 TWh over the 12 months through December 2025, with total generation up 5.8% year-over-year in the latest month.

4,429.5 TWhU.S. 12-month generation
+5.8%Total generation YoY (Dec)
8.53¢/kWhIndustrial price (Dec)
Grid Infrastructure Series
January 2026

Stargate Project Grid Impact: Virginia Load Up 8.5%

U.S. net electricity generation reached 446.3 TWh in July 2025, the highest single month in the dataset window, as Virginia and Texas — the two states most tied to the AI compute buildout — posted 8.5% and 5.0% year-over-year generation growth.

4,429.5 TWhU.S. 12-month generation
+8.5%Virginia YoY generation
+41.5%Henry Hub YoY