Is solar's growth finally slowing in the US?

Normally, we try to update you quarterly on what's going on with the US electric grid since it provides a nice view of developing trends and smooths out some month-to-month randomness. Unfortunately, I was out of the office when last month's data was released, so this will be a seven-month update on 2026 trends. The top line item is that energy use is continuing to rise, albeit not as quickly as headlines about data centers might lead people to believe.