POWEREDBYWHO
· STATE FILE · CA
EIA RATE DATA AS OF 2026-02
FOLLOW THE MONEY IN
California
27 data-center projects on file — 2.3 GW of nameplate capacity, $10.0B in announced investment. Federal data on what residents are paying for the grid to serve them, sourced from the EIA Electric Power Monthly.
Avg residential bill
$140
/ month
Per household · 2026-02
Sales to industrial
17.0%
of state kWh
Factories + data centers · 2026-02
Residential rate rank
#2
of 51
Among the most expensive in the country
10yr rate climb
+88%
#3 of 51
Climbed 1.9× the national pace since 2016
Largest power plant
2.24 GW
· nuclear
Diablo Canyon · San Luis Obispo County
§ 01
What residents pay
EIA · Electric Power Monthly
California · residential · latest
33.22¢/kWh
↑ +4.7% YoY
As of Single month · 2026-02
California · residential · 2026 YTD avg
31.48¢/kWh
↑ +1.8% YoY
vs 2025 YTD
US national · residential · 2026 YTD avg
17.54¢/kWh
↑ +8.5% YoY
vs 2025 YTD
§ 02
How the grid runs
Net generation · 2026-02
Where California's electricity actually comes from. Each fuel source as a share of total state generation in the most recent reported month.
CALIFORNIA · GENERATION MIX · 2026-02
13.30 TWh net · all sectors
§ 03
Supply vs demand
EIA-860M generator inventory · projects pipeline
California is staring at an 1.4 GW energy shortfall: 1.5 GW of data-center load is under construction or permitted in the state, but utilities have only 116 MW of new generation in the EIA-860M pipeline to serve it. (For scale, the state's already-running data-center load is 404 MW.) On the way out: Ormond Beach — 1.5 GW of natural gas, retiring 2027-01.
Two bars, one scale. Demand is sorted by certainty — under construction first, then permitted, then proposed. The dashed rule marks where the supply pipeline runs out; everything to the right of it is demand on file with no supply filed against it.
§ 04
Data-center load
27 projects
Projects on file
27
published (excludes draft / archived)
Nameplate MW
2.31 GW
≈ 10 GWh/yr at 50% load
Announced investment
$10.0B
aggregate disclosed capex
§ 05
Local voices on data centers
2 statements
NEUTRAL · 2025-10
“Vetoed data center water reporting requirements but signed SB 57 authorizing the PUC to assess whether data center costs are shifting to retail electricity customers.”
— Gov. Gavin Newsom (D)SOURCE ↗
CONCERN · 2026-02
“The Trump administration is America's biggest cheerleader for the data center buildout — a foolish and shortsighted approach. Data center operators' social license to operate is a valuable and fragile thing.”
— Rep. Zoe Lofgren (D)SOURCE ↗
§ 07
Follow the money in California
Know when a new data center deal gets cut, who profits, and who signed off on it.
Follow the money in CA
Know when a new data center deal gets cut, who profits, and who signed off on it.