可视化:美国电力结构的 75 年变迁
Visualizing 75 Years Of America's Electricity Transition

原始链接: https://www.zerohedge.com/energy/visualizing-75-years-americas-electricity-transition

在过去的75年里,美国电力行业经历了深刻的变革。1950年,煤炭是主要的能源来源,占总发电量的46.4%。然而到2025年,煤炭的份额骤降至16.6%,而天然气则飙升至40.8%,并于2016年正式超过煤炭。 这一转变与美国总发电量的巨大增长同步,发电量从1950年的3340亿千瓦时增长到2025年的44300亿千瓦时。受页岩气和高效发电厂的推动,天然气吸收了这种长期增长的大部分份额。 与此同时,可再生能源保持了稳步增长的势头,2025年达到创纪录的10640亿千瓦时,占全国电力结构的24%。自2022年以来,可再生能源的表现持续优于煤炭,并已超过核能。目前,天然气和可再生能源共同提供了美国近65%的电力,这一趋势受到能源需求增长(包括来自人工智能数据中心的需求)的推动。当前,没有任何单一能源在美国发电结构中占据多数份额,这反映出一个日益多元化的能源格局。

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原文

Over the past 75 years, the U.S. electricity system has shifted from one dominated by coal to one in which natural gas and renewables supply nearly two-thirds of generation.

This visualization, via Visual Capitalist's Niccolo Conte, shows annual U.S. electricity generation by source from 1950 to 2025 using data from the U.S. Energy Information Administration. It tracks output in billions of kilowatt-hours and each source’s share of the electricity mix over time.

Natural Gas and Renewables Lead U.S. Electricity Generation

Coal supplied 46.4% of U.S. electricity in 1950 and remained the country’s largest power source for decades. By 2025, however, its share had fallen to 16.6%. Natural gas moved in the opposite direction, rising from 13.5% to 40.8% and overtaking coal in 2016.

The table below shows each energy source’s share of total U.S. electricity generation at 15-year intervals from 1950 to 2025.

Energy SourceShare of U.S. Electricity Generation
195019651980199520102025
Natural Gas13.5%21.0%15.1%14.8%24.0%40.8%
Renewables30.2%18.6%12.4%11.4%10.2%24.0%
Nuclear0.0%0.4%11.0%20.1%19.6%17.7%
Coal46.4%54.0%50.7%51.0%44.8%16.6%
Petroleum and Other10.2%6.1%10.7%2.8%1.5%0.8%

Renewables reached a 24.0% share in 2025 and have remained ahead of coal since 2022. Together, natural gas and renewables supplied 64.8% of U.S. electricity that year.

Coal peaked at 56.9% of the electricity mix in 1988. By 2025, no single source accounted for a majority of U.S. generation.

Coal Declined as U.S. Electricity Generation Surged

Coal generation peaked at 2,016 billion kWh in 2007. By 2025, it had fallen to 737 billion kWh, a decline of 63.4%.

Meanwhile, natural gas generation expanded rapidly with the growth of efficient combined-cycle power plants and abundant shale gas, rising from 45 billion kWh in 1950 to 1,807 billion kWh in 2025.

The table below shows U.S. electricity generation by source at 15-year intervals, measured in billions of kWh:

Energy SourceElectricity Generation (Billion kWh)
195019651980199520102025
Natural Gas452223464969881,807
Renewables1011972853824221,064
Nuclear04251673807785
Coal1555711,1621,7091,847737
Petroleum and Other3465246936137
Total Electricity Generation3341,0582,2903,3534,1254,430

Over the same period, total U.S. electricity generation rose from 334 billion kWh to 4,430 billion kWh. Natural gas accounted for about 43% of the overall increase, illustrating how it absorbed much of the system’s long-term growth.

The national shift is also visible at the regional level. A recent Visual Capitalist map of what powers each U.S. state and Canadian province shows natural gas as the leading electricity source across much of the United States.

Renewables Set a New Generation Record in 2025

Renewable generation rose to a record 1,064 billion kWh in 2025, equal to 24.0% of total electricity production. That was 93 billion kWh more than in 2024 and nearly twice the 539 billion kWh generated in 2015.

The complete dataset for U.S. electricity generation by source from 1950 to 2025 is available below:

YearNatural Gas (Billion kWh)Renewables (Billion kWh)Nuclear (Billion kWh)Coal (Billion kWh)Petroleum and Other (Billion kWh)Total Electricity Generation (Billion kWh)
195045101015534334
195157105018529375
195268110019530404
195380110021938447
195494112023932476
195595117030137550
1956104125033936604
1957114134034640635
1958120144034440648
1959147141037847713
1960158150140348759
1961169156242249797
1962184172245049858
1963202169349452920
1964220181352657987
19652221974571651058
19662511986613791148
19672652268630891218
1968304227136851041333
1969333254147061381445
1970373252227041841535
1971374270387132201616
1972376278547712741753
1973341278838483141864
19743203071148283011870
19753003071738532891921
19762952911919443202041
19773062282519853582127
19783052872769763652209
197932928725510753042251
198034628525111622462290
198134627027312032062298
198230531828311921472244
198327434229412591442313
198429733332813421202419
198529229538414021002473
198624930641413861372490
198727326545514641182575
198825323852715411492707
198935332552915841762967
199037335457715941403038
199138235361315911363074
199240432361916211173084
199341535361016901293197
199446033364016911233248
19954963826731709933353
19964554206751795993444
199747943062918451103492
199853139667418741463620
199955639372818811363695
200060135175419661303802
200163927976919041463737
200269133578019331203858
200365034776419741493883
200471034378919781513971
200576135178220131494055
20068163797871991914065
20078973468062016914157
20088833758061986704119
20099214137991756613950
20109884228071847614125
201110145077901733564100
201212264907691514494048
201311255177891581544066
201411275327971582564094
201513355397971352554079
201613796038061239514078
201712986808051206474035
201814727018071149524181
20191589723809965444131
20201627778790773424010
20211579810780898434110
20221687895772832464231
20231806889775675384183
20241870971782652344309
202518071064785737374430

Renewables first edged above coal in 2020, fell back below it in 2021, and moved ahead again in 2022. They remained the larger source through 2025. Renewables also surpassed nuclear in 2021 and have stayed ahead since, while nuclear generation held relatively steady at about 785 billion kWh in 2025.

As U.S. electricity demand records its strongest three-year growth stretch since before the global financial crisis, natural gas and renewables are supplying much of the increase, including demand linked to AI data centers.

If you enjoyed today’s post, check out this map, What Powers Each U.S. State and Canadian Province?, on Voronoi.

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