In the week ending January 25, 2026, as Winter Storm Fern affected significant portions of the country, coal-fired electricity generation in the Lower 48 states increased 31% from the previous week. The increase contrasts with coal use in the earlier part of January, which had milder weather and consequently lower coal-fired generation compared with the same period in 2025.
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01-28-2026
Shipping rates for crude oil tankers were at multi-year highs at the end of 2025 before falling in early 2026. Rates climbed in the fall of 2025 because of increased demand for crude oil shipments, particularly from buyers in East Asia, limiting the number of vessels available for bookings. In this analysis, we look at several key global tanker routes for Very Large Crude Carriers (VLCCs) and Suezmax tankers, including the Persian Gulf-to-Asia route and the U.S. Gulf Coast-to-Europe route.
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01-27-2026
Between January 1, 2026, and January 21, 2026, nuclear power plant outages averaged 2.0 gigawatts (GW), 20% less than in the same period in 2025 and below the previous five-year range (2021–25) for 7 out of 21 days.
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01-26-2026
Natural gas daily spot prices at the benchmark Henry Hub rose sharply over the past week, reaching nearly $8.15 per million British thermal units on January 22 as colder weather increased demand for space heating across the country. Higher wholesale natural gas prices generally contribute to higher wholesale electricity prices.
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01-23-2026
In our January 2026 Short-Term Energy Outlook, we forecast U.S. crude oil production next year will remain near the record 13.6 million barrels per day (b/d) produced in 2025 before decreasing 2% to 13.3 million b/d in 2027. If realized, a fall in annual U.S. crude oil production will mark the first since 2021.
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01-22-2026
