Energy Transition Outlook North America 2025

Find out what mix of energy sources will power the US and Canada for the next 30 years, and how changes in energy use could transform the power grid.

In recent years, consumers have sent a clear market signal that they want affordable, reliable energy. Driving this change in sentiment is a shift in US policy and trade, geopolitical tensions, ongoing supply chain bottlenecks, and the rapid expansion of energy-intensive industries.  

Download the Energy Transition Outlook for North America to discover how:

• Policy changes in 2025 will prolong the use of fossil fuels in the North American energy system
  
  
• Despite short-term policy decisions, solar and wind will expand from 19% of electricity generation today to 55% by 2040
  
  
• Natural gas will have staying power in demand sectors, including electricity generation and building heating. Exports will remain at current levels until they start to decline in 2040
  
  
• Continued use of fossil fuels delays decarbonization by five to eight years
  
  
• Retail electricity prices are likely to increase by 22% before inflation in the next ten years.