BMO: record US power demand isn't lifting gas use — renewables and batteries are filling the gap
aronchick · x · 2026-09-08
BMO analysis finds that despite new peak electricity demand records this summer across ERCOT, PJM, and SPP, weather-adjusted US natural gas consumption in the power sector remains largely flat versus 2025. The disconnect suggests incremental demand is increasingly met by renewables and battery storage rather than higher gas-plant utilization — a notable supply-side signal for the AI data-center power debate.
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