The Duck Curve#eia
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EIA: light-duty EV electricity use grew 8% in 1H26 after 13–24% half-years
The U.S. Energy Information Administration said on September 30, 2026 that light-duty electric vehicles in the United States consumed 8% more electricity in the first six months of 2026 than in the second half of 2025, down from the 13–24% growth it recorded in six-month periods in recent years, with the modeled estimate at nearly 14 billion kWh for 1H26, more than double 1H23. EIA says the slowing followed a decline in sales after federal tax credits expired in September 2025: new EV sales in 1H26 were down 19% compared with 2H25.
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US grid batteries near 52 GW after three years of 70% annual growth
US utility-scale battery storage reached nearly 52 GW of nameplate capacity by mid-2026, after ending 2025 at 43.6 GW and adding 8.3 GW in the first half of 2026, according to EIA inventory data published August 7, 2026. Growth averaged 70% a year over the last three years, and operators report plans for another 54 GW by the end of 2028.