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In-brief analysis
Oct 27, 2025
The pace of capacity additions for U.S. biofuel production slowed in 2024, with production capacity increasing by a modest 3% from the start of 2024 to the start of 2025, according to our latest biofuels production capacity reports. A deceleration in production capacity in our category renewable diesel and other biofuels accounted for most of the slowdown in growth. Sustainable aviation fuel (SAF), renewable naphtha, and renewable propane make up virtually all of the other biofuels.
In-brief analysis
Oct 24, 2025
Data source: U.S. Energy Information Administration, Short-Term Energy Outlook
Note: This data set shows demand in the electric power industry only. ERCOT=Electric Reliability Council of Texas
Since 2021, electricity demand within the Texas electricity grid operated by the Electric Reliability Council of Texas (ERCOT) has steadily increased. In the first nine months of 2025, electricity demand in ERCOT, which manages about 90% of the state’s load, reached a record high compared with the same period in previous years. Over those same months, ERCOT had the fastest electricity demand growth among U.S. electricity grids between 2024 and 2025. From January through September 2025, demand for electric power in ERCOT increased 5% compared with the same period in 2024 to 372 terawatthours (TWh), 23% more than the same months in 2021. Since 2023, wind and solar generation, especially utility-scale solar, have been the fastest-growing sources of electricity in ERCOT and are increasingly meeting rising demand.
In-brief analysis
Oct 22, 2025
Data source: U.S. Energy Information Administration, Petroleum Supply Monthly
Note: The 2025 annual average is the year-to-date average through July.
The United States is on track to export a record amount of fuel ethanol for the second year in a row in 2025, driven by growing international demand. This growing market for exports is supporting increased U.S. fuel ethanol production, even as domestic consumption stagnates.
In-brief analysis
Oct 20, 2025
U.S. natural gas pipeline exports to Mexico averaged 7.5 billion cubic feet per day (Bcf/d) in May 2025, the most of any month on record as Mexico’s demand for natural gas, particularly in the electric power sector, increases. On an annual basis, U.S. natural gas pipeline exports to Mexico averaged 6.4 Bcf/d in 2024, a 25% increase compared with 2019 and the highest on record in data going back as early as 1975.
In-brief analysis
Oct 16, 2025
Data source: U.S. Energy Information Administration, Liquefaction Capacity File, and trade press
Note: Export capacity shown is project’s baseload capacity. Online dates of LNG export projects under construction are estimates based on trade press and do not reflect expectations for projects ramping to full production following initial shipment. LNG=liquefied natural gas; FLNG=floating liquefied natural gas
Liquefied natural gas (LNG) exporters in the United States have announced plans to more than double U.S. liquefaction capacity, adding an estimated 13.9 billion cubic feet per day (Bcf/d) between 2025 and 2029, according to our Liquefaction Capacity File and trade press reports. The United States is already the largest exporter in the world with 15.4 Bcf/d of capacity.
In-brief analysis
Oct 15, 2025
We expect energy expenditures this winter will vary based on a home’s main space heating fuel: homes heating with natural gas will pay about the same amount for natural gas as they did last winter, but homes heating with electricity will pay more than they did last winter. Homes heating with propane or heating oil will pay less than they did last winter.
In-brief analysis
Oct 14, 2025
Data source: U.S. Energy Information Administration, Short-Term Energy Outlook, October 2025
Note: Export capacity includes total flexport capacity, which includes other hydrocarbon gas liquid export capacity.
U.S. ethane exports are poised for significant growth through 2026, driven by robust global demand for ethane as a petrochemical feedstock, substantial U.S. export capacity expansions, and larger vessels to carry ethane exports. In our October Short-Term Energy Outlook, we forecast U.S. ethane net exports will grow 14% in 2025, followed by a 16% rise in 2026. The United States does not import ethane.
In-brief analysis
Oct 10, 2025
An increasing share of U.S. households are using electricity for heating, although natural gas remains the most common heating fuel. In 2024, 42% of U.S. households reported that electricity was their main space heating fuel, according to annual estimates from the U.S. Census Bureau’s American Community Survey. Natural gas was the main heating fuel in 47% of homes last year, a decline from 49% in 2010.
In-brief analysis
Oct 9, 2025
We estimate crude oil inventories in China increased by about 900,000 barrels per day (b/d) between January and August this year, essentially acting as a source of demand by removing barrels from the global markets. The stock builds in China limited the downward price pressure we would otherwise expect to see with growing inventories, keeping the Brent crude oil spot prices in a relatively tight range around $68 per barrel (b) in the second and third quarters of 2025.
In-brief analysis
Oct 7, 2025
The United States is well stocked with propane heading into the winter. For the week ending September 26, U.S. propane inventory was 103 million barrels, about 13 million barrels more than the previous five-year average for this time of year, based on data in our Weekly Petroleum Status Report.
In-brief analysis
Oct 6, 2025
Data source: CME Group, Bloomberg L.P.
Note: 3Q25=third quarter of 2025
Crude oil prices were relatively stable in the third quarter of 2025 (3Q25), ending the quarter just 9 cents per barrel (b) less than they started, while refinery margins increased to their highest levels so far this year. In this quarterly update, we review petroleum markets price developments in 3Q25, covering crude oil prices and refinery margins.
In-brief analysis
Oct 3, 2025
The value of all energy trade between the United States and Mexico was estimated to be $57 billion in 2024, down from nearly $72 billion in 2023, according to data from the U.S. Census Bureau. A combination of lower petroleum output from Mexico and lower fuel prices, particularly for petroleum products that make up the bulk of the cross-border energy trade between the two countries, drove most of the decrease.
In-brief analysis
Oct 1, 2025
In 2023, Texas consumed more energy than any other state. Total energy consumption in Texas was twice as much as in California, the second-highest consuming state, and more than three times as much as in Florida, the third-highest consuming state, according to recently released data in our State Energy Data System (SEDS). U.S. total energy use peaked in 2007, and between 2007 and 2023, Texas’s energy consumption increased 21%, while U.S. energy use decreased 5%. According to our SEDS data, most of the energy consumption growth in Texas is attributable to increased industrial activity, population, and electricity demand.
Tags:
residential, commercial, transportation, consumption/demand, coal, natural gas, nuclear, renewables, Texas, liquid fuels, Florida, California, oil/petroleum, industrial, states, electricity, generation
In-brief analysis
Sep 29, 2025
Two electricity markets in the Midwest still generate more electricity from coal than from natural gas in at least some months of the year: Southwest Power Pool (SPP) and the Midcontinent Independent System Operator (MISO). We expect these two regions will generate more electricity from coal than from natural gas in some upcoming winter months, based on forecasts in our latest Short-Term Energy Outlook.
In-brief analysis
Sep 26, 2025
Growth in distributed solar generation capacity has driven growth in total electricity generation capacity in Brazil since 2019. Distributed solar generation capacity grew from less than 1 gigawatt (GW) in 2018 to 40 GW in 2025 through June, accounting for 43% of all electricity capacity additions over that period.