U.S. Lower-48 Electricity Demand: 499,836 MW (Oct 3, 10:00 PM ET, EIA) U.S. Lower-48 Net Generation: 512,511 MW (Oct 2, 11:00 PM ET, EIA) Henry Hub Natural Gas: $3.18/MMBtu (Sep 29, 2026 spot, EIA) Natural Gas Storage: 3,415 Bcf, week ending Sep 25, 2026 (+64 Bcf w/w, EIA) U.S. Dry Gas Production: 112 Bcf/d (2026 projection, EIA STEO) U.S. Natural Gas Consumption: 92.21 Bcf/d (2026 projection, EIA STEO) U.S. LNG Exports: 17.37 Bcf/d (2026 projection, EIA STEO) U.S. Electricity Generation: 4,368 billion kWh (2026 projection, EIA STEO) Residential Electricity Price: 18.20 ¢/kWh (2026 projection, EIA STEO) U.S. Solar Capacity: 181 GW (2026 projection, EIA STEO) U.S. Wind Capacity: 170 GW (2026 projection, EIA STEO) U.S. Lower-48 Electricity Demand: 499,836 MW (Oct 3, 10:00 PM ET, EIA) U.S. Lower-48 Net Generation: 512,511 MW (Oct 2, 11:00 PM ET, EIA) Henry Hub Natural Gas: $3.18/MMBtu (Sep 29, 2026 spot, EIA) Natural Gas Storage: 3,415 Bcf, week ending Sep 25, 2026 (+64 Bcf w/w, EIA) U.S. Dry Gas Production: 112 Bcf/d (2026 projection, EIA STEO) U.S. Natural Gas Consumption: 92.21 Bcf/d (2026 projection, EIA STEO) U.S. LNG Exports: 17.37 Bcf/d (2026 projection, EIA STEO) U.S. Electricity Generation: 4,368 billion kWh (2026 projection, EIA STEO) Residential Electricity Price: 18.20 ¢/kWh (2026 projection, EIA STEO) U.S. Solar Capacity: 181 GW (2026 projection, EIA STEO) U.S. Wind Capacity: 170 GW (2026 projection, EIA STEO)
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What’s New in U.S. Energy Markets This Month

A roundup of the energy market developments Watts & Wire is tracking this month — all sourced from public data and reporting.

EIA’s Latest Outlook Points to Record Gas Production

In its July 2026 Short-Term Energy Outlook, the U.S. Energy Information Administration forecast record U.S. dry natural gas production of 111.25 billion cubic feet per day (Bcf/d) for 2026, alongside rising LNG exports and steady growth in electricity demand. See the full breakdown on our Data & Dashboards page.

ERCOT Shatters Demand Records

Texas’s grid operator set a new all-time peak demand record of 91,308 MW in July, powering through record heat with help from record solar and battery output. Read our full Texas market spotlight for details.

Expand Energy Relocating to the Houston Area

Expand Energy is moving its headquarters from Oklahoma to Spring, Texas in 2026, adding to Houston’s concentration of Fortune 500 energy companies.

Natural Gas Storage Holding Above Average

U.S. working natural gas storage stood at 3,084 billion cubic feet (Bcf) for the week ending July 24, 2026 — about 6.4% above the five-year average, according to EIA’s Weekly Natural Gas Storage Report.

Watts & Wire will keep tracking these stories as they develop. Sources: EIA, ERCOT/gridstatus.io, Renewable Energy World, Fortune. See our Data Sources & Disclaimers page for sourcing details.

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