Electricity

Electricity is a data page on the Macro desk of Glassbox Auditing. How much power the large U.S. grids carry each day against the same months of earlier years, how fast each state's commercial electricity sales (where EIA counts most data centres) are growing against the nation, and what each sector pays by state. Power is the physical input to computing, so this is where a data-centre build-out would first show in public numbers.

Last updated: 6 Nov 2026.

What is the latest reading?

PJM Interconnection daily demand: 2.1M MWh as of 6 Nov 2026, +12.8% since Jan 2019. Source: EIA Hourly Electric Grid Monitor (Form EIA-930): daily demand by balancing authority (API v2).

What is on this page today?

PJM Interconnection: demand averaged 2,074 GWh a day over the 30 days to 5 Nov, 3.9% above the same dates a year earlier — 1,996 GWh a day over the same dates a year earlier · October averaged 2,075 GWh a day, the highest of 8 Octobers on record · The authority's own reported total, restated by EIA after the fact; weather moves it as much… (EIA (Hourly Electric Grid Monitor, Form EIA-930), 4 Nov 2026)
Midcontinent ISO: demand averaged 1,699 GWh a day over the 30 days to 5 Nov, 4.8% above the same dates a year earlier — 1,621 GWh a day over the same dates a year earlier · October averaged 1,710 GWh a day, the highest of 8 Octobers on record · The authority's own reported total, restated by EIA after the fact; weather moves it as much… (EIA (Hourly Electric Grid Monitor, Form EIA-930), 4 Nov 2026)
ERCOT (Texas): demand averaged 1,322 GWh a day over the 30 days to 5 Nov, 4.1% above the same dates a year earlier — 1,269 GWh a day over the same dates a year earlier · October averaged 1,342 GWh a day, the highest of 8 Octobers on record · The authority's own reported total, restated by EIA after the fact; weather moves it as much… (EIA (Hourly Electric Grid Monitor, Form EIA-930), 4 Nov 2026)
Southwest Power Pool: demand averaged 768 GWh a day over the 30 days to 5 Nov, 3.3% above the same dates a year earlier — 743 GWh a day over the same dates a year earlier · October averaged 771 GWh a day, the highest of 8 Octobers on record · The authority's own reported total, restated by EIA after the fact; weather moves it as much as… (EIA (Hourly Electric Grid Monitor, Form EIA-930), 4 Nov 2026)
California ISO: demand averaged 632 GWh a day over the 30 days to 5 Nov, 6.9% above the same dates a year earlier — 591 GWh a day over the same dates a year earlier · October averaged 676 GWh a day, the highest of 8 Octobers on record · The authority's own reported total, restated by EIA after the fact; weather moves it as much as… (EIA (Hourly Electric Grid Monitor, Form EIA-930), 4 Nov 2026)
Southern Company: demand averaged 577 GWh a day over the 30 days to 5 Nov, 2.1% above the same dates a year earlier — 566 GWh a day over the same dates a year earlier · October averaged 599 GWh a day, the highest of 8 Octobers on record · The authority's own reported total, restated by EIA after the fact; weather moves it as much as… (EIA (Hourly Electric Grid Monitor, Form EIA-930), 4 Nov 2026)
Tennessee Valley Authority: demand averaged 406 GWh a day over the 30 days to 5 Nov, 2.2% above the same dates a year earlier — 398 GWh a day over the same dates a year earlier · October averaged 416 GWh a day, the highest of 8 Octobers on record · The authority's own reported total, restated by EIA after the fact; weather moves it as much as… (EIA (Hourly Electric Grid Monitor, Form EIA-930), 4 Nov 2026)
New York ISO: demand averaged 353 GWh a day over the 30 days to 5 Nov, 2.0% below the same dates a year earlier — 361 GWh a day over the same dates a year earlier · October averaged 354 GWh a day, the lowest of 8 Octobers on record · The authority's own reported total, restated by EIA after the fact; weather moves it as much as… (EIA (Hourly Electric Grid Monitor, Form EIA-930), 4 Nov 2026)
Solar: 27.6 GW of capacity began operation in the 12 months to September 2026, 17% below the 12 months before — 43.3 GW expected to start in the next 12 months · 46.5 GW in a building stage · 0.0 GW retired in the last 12 months · Net summer capacity listed by EIA; capacity is not energy delivered (EIA (Form EIA-860M, monthly generator inventory), 29 Sep 2026)
Batteries: 18.2 GW of capacity began operation in the 12 months to September 2026, 27% above the 12 months before — 23.5 GW expected to start in the next 12 months · 23.1 GW in a building stage · 0.0 GW retired in the last 12 months · Net summer capacity listed by EIA; capacity is not energy delivered (EIA (Form EIA-860M, monthly generator inventory), 29 Sep 2026)
Wind: 10.0 GW of capacity began operation in the 12 months to September 2026, 109% above the 12 months before — 9.4 GW expected to start in the next 12 months · 14.4 GW in a building stage · 0.0 GW retired in the last 12 months · Net summer capacity listed by EIA; capacity is not energy delivered (EIA (Form EIA-860M, monthly generator inventory), 29 Sep 2026)
Natural gas: 5.4 GW of capacity began operation in the 12 months to September 2026, 67% above the 12 months before — 6.4 GW expected to start in the next 12 months · 12.0 GW in a building stage · 0.9 GW retired in the last 12 months · Net summer capacity listed by EIA; capacity is not energy delivered (EIA (Form EIA-860M, monthly generator inventory), 29 Sep 2026)
Oil: 0.0 GW of capacity began operation in the 12 months to September 2026, 49% below the 12 months before — 0.1 GW expected to start in the next 12 months · 0.0 GW in a building stage · 0.0 GW retired in the last 12 months · Net summer capacity listed by EIA; capacity is not energy delivered (EIA (Form EIA-860M, monthly generator inventory), 29 Sep 2026)
Geothermal: 0.0 GW of capacity began operation in the 12 months to September 2026, 95% above the 12 months before — 0.1 GW expected to start in the next 12 months · 0.1 GW in a building stage · 0.0 GW retired in the last 12 months · Net summer capacity listed by EIA; capacity is not energy delivered (EIA (Form EIA-860M, monthly generator inventory), 29 Sep 2026)

Where does the data come from?

Items on this page come from EIA (Hourly Electric Grid Monitor, Form EIA-930); EIA (Form EIA-860M, monthly generator inventory). Each item links to its own source. All sources, how items are checked.

What does this page lead to?

AI Supply Chain (AI): Data-centre load adds to grid demand and to commercial electricity sales, where EIA counts most data centres; the power layer (electrical gear, turbines, cooling, contractors) sells into that build-out, so its orders and revenue depend on how much capacity is added. (moves the same way; quarters to years; sector scale) Source: EIA Hourly Electric Grid Monitor (Form EIA-930): daily demand by balancing authority (API v2).

What feeds this page?

Natural Gas (Macro): Natural gas is the largest fuel for U.S. power generation, so a rise in its price tends to lift what generators charge and, with a lag, the retail electricity prices customers pay. (moves the same way; weeks to months; economy scale) Source: EIA natural gas data (API v2): weekly storage; monthly production, consumption, trade and prices.