HUMANITYVECTOR

Newsletter · issue 5

US generation capacity additions, solar's largest drop since 2026, and 6 more moves

2 insights and 5 moves from the last four weeks, not featured before.

sent 2026-09-25 13:01 UTC

Recent observations include a decline in US generation capacity additions for solar alongside a rise in planned battery storage capacity. The data are consistent with movements in wind capacity additions and total business inventories. Readers may wish to review the full set of series updates.

Insights

Biggest moves

  • Fell 100.0% in 2026-07-01, the largest drop since 2026.

    0 MW in 2026-07-01 · -616 MW (-100.0%) · from 616 in 2026-06-01

    observations 403808, 403807 · score 178

  • US total business inventoriesUnited StatesObserved

    Rose 0.8% in 2026-07-01, the largest rise since 2026.

    2,764,708 millions of dollars in 2026-07-01 · +22,175 millions of dollars (+0.8%) · from 2,742,533 in 2026-06-01

    observations 410392, 410391 · score 263

  • Fell 20.8% in 2026-09-15, the largest drop since 2025.

    65,106 contracts in 2026-09-15 · -17,048 contracts (-20.8%) · from 82,154 in 2026-09-08

    observations 410470, 409186 · score 203

  • US 10-year Treasury yieldUnited StatesObserved

    Rose 2.5% in 2026-09-10, the largest rise since 2026.

    4.95 percent in 2026-09-10 · +0.12 percent (+2.5%) · from 4.83 in 2026-09-09

    observations 409159, 409158 · score 132

  • US planned generation capacityUnited StatesObserved

    Rose 1.9% in 2026-07-01, the largest rise since 2026.

    291,137.9 MW in 2026-07-01 · +5,471.9 MW (+1.9%) · from 285,666 in 2026-06-01

    observations 403873, 403872 · score 59

Featured chart

Life expectancy and GDP per person since 1990. Indexed comparison chart of Life expectancy (index (1990 = 100)), GDP per person (index (1990 = 100)), 1990 to 2025. By 2024 in World, with 1990 = 100, life expectancy at 112.86 and GDP per person at 174.81. Data table below.

By 2024 in World, with 1990 = 100, life expectancy at 112.86 and GDP per person at 174.81.Derived

What to watch

- The next US generation capacity additions, solar observation (2026-08-01): a change no larger than the median monthly change of 0 MW, or a move back the other way, would mean the latest change has normalised. - Natural gas futures: managed-money net position, currently -96,742 contracts in 2026-09-08: a move the other way lowers the breadth component. - US average retail electricity price, currently 13.83 cents per kilowatthour in 2026-05-01: a move the other way lowers the breadth component. - US generation capacity additions, currently 2,981.1 MW in 2026-07-01: a move the other way lowers the breadth component. - Revisions: a revised 2026-07-01 value would arrive as a new observation row

The full insight, with its evidence table

Observed values are published by the cited source and ingested without transformation. Derived values come from a versioned formula over observed values. Modeled values depend on assumptions and are labelled as such.

The opening paragraph was drafted by a language model from the items in this issue and checked so that every number in it appears below; it is modeled text. Everything else is templated from stored data.

window 2026-09-22 to 2026-09-25 · nothing new in the window; items from 2026-08-28 not featured before · 2 insights, 7 scores, 10 observations, 0 ingestion runs cited

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