Forecast for Domestic Natural Gas-Fired Generation Hotter on AI-Driven Demand

Up to 18.7 GW of combined-cycle natural gas capacity could be added to the U.S. energy grid by 2028, with 4.3 GW already under construction, according to federal data.

The U.S. Energy Information Administration (EIA), in the Preliminary Monthly Electric Generator Inventory posted in late May, noted that since 2016, natural gas-fueled electricity generators have provided more domestic power than any other source. Gas capacity additions, though, have been meager in recent years.

“More than half of the 3.3 GW of capacity that developers expect to bring online in 2026 is already under construction,” according to EIA researchers who include principal contributors Lindsay Aramayo, Mark Schipper and Mark Morey.