- fig1_gev_gas_book.csvFigure 1: GE Vernova gas power equipment under contract at quarter end (GW), firm orders and slot reservations. Source: GE Vernova quarterly earnings releases (SEC Form 8-K). Kranenburg Power Advisors, Slot Machine v1.1
- fig2_us_planned_gas_by_vintage.csvFigure 2: Planned US natural gas nameplate capacity in each September EIA-860M inventory (GW); under construction = status U, V or TS. Source: KPA analysis of EIA Form 860M. Kranenburg Power Advisors, Slot Machine v1.1
- fig3_real_status_of_not_started_gas.csvFigure 3: Real status in October 2026 of the 37.4 GW of 2027-30 US gas capacity that EIA-860M (September 2026) codes as planned with regulatory approvals not initiated, by whether the plant serves a named data center campus (GW). Source: KPA project-by-project check. Kranenburg Power Advisors, Slot Machine v1.1
- fig4_lead_time_base_rates.csvFigure 4: Fate by September 2026 of natural gas capacity listed as planned in earlier EIA-860M inventories, by planned year (share of nameplate MW). Source: KPA analysis of EIA Form 860M. Kranenburg Power Advisors, Slot Machine v1.1
- fig5_gev_signed_vs_shipped.csvFigure 5: GE Vernova gas equipment contracts signed (orders plus slot reservations) and equipment shipped by quarter (GW). Source: GE Vernova quarterly earnings releases (SEC Form 8-K). Kranenburg Power Advisors, Slot Machine v1.1
- kpa_project_status_2027_30.csvData behind the brief, as published.
- us_gas_additions_by_year.csvData behind the brief, as published.
Home / Data
The data
The numbers behind every chart, as spreadsheet files. Free to reuse with credit to Kranenburg Power Advisors and a link to the brief.
- fig1_us_retail_sales.csvFigure 1. US retail electricity sales. Source: EIA Annual Energy Review (2007-09), Monthly Energy Review (2010-25), Short-Term Energy Outlook October 2026 (2026-27). Kranenburg Power Advisors, Load Bearing v1.1.
- fig2_demand_growth_2014_23.csvFigure 2. Change in annual electricity use, 2014-23. Source: KPA analysis of LBNL (data centers 58 to 176 TWh) and EIA retail sales. Kranenburg Power Advisors, Load Bearing v1.1.
- fig3_flexible_headroom.csvFigure 3. Source: KPA analysis of Duke University Nicholas Institute (2025), Grid Strategies (2025) and Google (2026). Kranenburg Power Advisors, Load Bearing v1.1.
- fig4_state_prices.csvFigure 4. Data center share of state electricity use (EPRI, 2023) and residential price change 2021-25 (EIA). pjm = 1 for PJM states. Kranenburg Power Advisors, Load Bearing v1.1.
For developers
Machine-readable files
Plain JSON, updated whenever the site is. No key needed.
- api/briefs.jsonEvery brief: title, date, version, pages and links to the PDF and data.
- api/findings.jsonEvery key number with its page, theme and source line.
- api/calls.jsonEvery call with its likelihood, resolution date and outcome.
- kpa-calendar.icsKey dates and call deadlines, for any calendar app.
- feed.xmlRSS feed of new briefs.
Suggested credit: “Source: Kranenburg Power Advisors, [brief title], [date], kpa.energy.”