HUMANITYVECTOR

Newsletter · issue 17

US generation capacity additions's largest rise since 2026, and 1 more move

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

sent 2026-11-06 13:00 UTC

Recent data releases highlight shifts in US generation capacity additions and average retail electricity prices. The data are consistent with unusually large monthly changes relative to historical records. A reader might examine the source records for additional detail on these observations.

Insights

Featured chart

US federal debt and monthly interest expense. Line chart of Total public debt (US dollars), Interest expense (month) (US dollars), 2010 to 2026. Total public debt rose from 12.29T US dollars in 2010-01-04 to 40.59T US dollars in 2026-10-29; interest expense (month) rose from 23.79B US dollars in 2010-05-01 to 92.59B US dollars in 2026-09-01 (United States). Data table below.

Total public debt rose from 12.29T US dollars in 2010-01-04 to 40.59T US dollars in 2026-10-29; interest expense (month) rose from 23.79B US dollars in 2010-05-01 to 92.59B US dollars in 2026-09-01 (United States).Observed

What to watch

- The next US generation capacity additions observation (2026-10-01): a change no larger than the median monthly change of -0.5 MW, or a move back the other way, would mean the latest change has normalised. - US average retail electricity price, currently 14.99 cents per kilowatthour in 2026-07-01: a move the other way lowers the breadth component. - US consumer price index, energy, currently 337.83 index 1982-1984=100 in 2026-09-01: a move the other way lowers the breadth component. - US electric net summer capacity, currently 1,314.31 million kilowatts in 2026-07-01: a move the other way lowers the breadth component. - Revisions: a revised 2026-09-01 value would arrive as a new observation

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 2026-11-03 to 2026-11-06 · nothing new in the window; items from 2026-10-09 not featured before · 2 insights, 2 scores, 0 observations, 0 ingestion runs cited

All issues · Subscribe