Shift Key with Robinson Meyer Why America’s Climate Emissions Surged in 2025
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Jan 21, 2026 In this engaging discussion, Ben King, Director at the Rhodium Group, dissects the surprising 2.4% rise in U.S. greenhouse gas emissions in 2025. He explores key drivers like fossil fuel combustion in buildings and shifts in the power sector. The conversation touches on the impact of the AI boom, natural gas prices, and electric vehicle adoption. King also weighs in on the future role of industry versus transportation in emissions, the importance of policy in clean energy progress, and the economic opportunities emerging from clean investments.
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Rapid Electricity Demand Met Mostly By Renewables — But Not All
- Electricity demand jumped nearly 2.5% in 2025, a meaningful reversal from decade-long slow demand growth.
- Wind and solar met ~85% of new demand, but coal generation also rose 13% and gas generation slightly fell.
LNG Exports Helped Lift Natural Gas Prices
- Higher natural gas prices in 2025 reflected a rebound from record-low 2024 prices and rising LNG exports.
- LNG exports jumped ~25%, adding meaningful upward pressure to domestic gas prices.
Transport Emissions Held Steady Despite More Travel
- Transportation emissions were roughly flat despite record vehicle miles traveled because gasoline demand fell and efficiency improved.
- Rising EVs, hybrids, and improved fuel economy standards helped offset higher travel.