Overview
- Rhodium Group estimates U.S. emissions increased for the first time in two years, led by a 6.8% jump from building heating and a 3.8% rise in the power sector.
- Electricity demand from data centers and cryptocurrency mining grew sharply, and higher natural gas prices helped drive a roughly 13% rebound in coal generation.
- Solar output surged about 34%, lifting zero-emitting sources to roughly 42% of U.S. electricity even as coal use ticked up.
- Emissions growth outpaced the economy, with real GDP projected to have expanded by 1.9% in 2025.
- Rhodium says recent federal rollbacks were not yet a major factor in 2025, and it now expects 2035 emissions to be only about 26%–35% below 2005 levels.