The Gray New Deal

The U.S. Gas Buildout Explorer

Every U.S. gas & oil generating unit in the Global Energy Monitor tracker — mapped, filterable, and split along the Blue States · High Rates political divide. Blue states are largely missing the gas buildout boom.
Global Energy Monitor · Aug 2026
0Units shown
0Total MW
0Data-center

The Red / Blue Divide

States are grouped by how they voted in the last two presidential elections (2020 & 2024), following the bluestateshighrates.com classification: Blue (Democratic both), Red (Republican both), Purple / Split (one each — the six 2024 flip states). Compare whole groups, or pick individual states.

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Capacity to rank

Gas capacity across the political divide

Total by group
Every state, ranked

Geographic view

Hue shows political division; the single biggest state is solid and the rest are shaded by rank on the selected capacity.

Technology mix of the selection

How the compared capacity splits between combined-cycle plants (baseload-style) and simple-cycle gas turbines & engines (fast-ramping units built to balance intermittent wind and solar).

The U.S. Gas Fleet Through 2040

Operating capacity plus plants coming online, by estimated start year

Cumulative gas capacity. The base of every bar is today's operating fleet; the dated horizons add under-construction, pre-construction, announced, and utility IRP plants as they reach their GEM estimated commissioning year, and the final bar is the full committed buildout (including units GEM has not yet dated). Click any layer below to include or exclude it.

Gas-Producing States

Data centers are building where the gas is. Ranking states by 2025 EIA marketed natural-gas production against the gas capacity now in development, dedicated data-center plants cluster far more tightly in the big producing states than general power-supply plants do.

How concentrated is the buildout?

Share of each type of in-development gas capacity that sits in the biggest gas-producing states. Data-center plants are the tightly clustered layer; general plants spread far wider.

Production vs. buildout, state by state

Every state with gas in development, ranked by 2025 gas production. The gray bar is the state's share of U.S. production; the colored bar is its share of the selected buildout. Where the gray bar towers over the colored one, a big producer is not getting the plants.

Gas Buildout by State

Pick a state to see its gas buildout broken out by project status, then browse every individual gas & multi-fuel unit in the Global Energy Monitor tracker for that state. Choose All U.S. states for the national totals.

Gas capacity by status

Individual projects

Every gas & multi-fuel generating unit in the selected scope, from the GEM Global Oil & Gas Plant Tracker. Utility IRP proposals — a separate, more speculative layer — are included and tagged IRP. Click any column header to sort.

Net Thermal Capacity Trends

What happens to each state's dispatchable thermal fleet when EIA-860M scheduled retirements (coal, gas, oil, nuclear) are netted against the gas GEM shows in development. Through 2040 the U.S. adds far more firm capacity than it retires — but the gains pile up in gas-building red states while several blue states run net-negative.

Net thermal capacity change by state

Red = net additions (new gas outweighs retirements); blue = net losses (retirements outweigh additions). Here red and blue mark net gain vs. loss, not the political split. Hover or click a state for detail.

State-by-state detail

GEM projected gas additions, additional utility-IRP gas, scheduled thermal retirements broken out by fuel, and net thermal capacity. Nameplate GW; retirements and additions through 2040. Click a column header to sort.

Gas vs. Wind and Solar

The full GEM natural-gas buildout set against EIA's Annual Energy Outlook — capacity added and electricity delivered vs. AEO2026 wind & solar, and the gas pipeline vs. how much gas EIA's 2022 outlook expected would ever get built.

Who builds more by 2040?

Capacity added through 2040: the GEM U.S. natural-gas buildout — pipeline (370 GW) and pipeline + utility IRP (451 GW) — vs. AEO2026 expected wind & solar capacity growth.

How much power do they actually deliver?

Annual electricity generated: the GEM gas buildout (370 GW pipeline and 451 GW with IRP) at three illustrative capacity factors vs. EIA's AEO2026 expected wind & solar generation growth, 2025–2040.

How does it compare to EIA's 2022 forecast?

Cumulative U.S. gas capacity added, at five-year milestones: GEM's proposed plants placed by their announced online year (all remaining undated GEM capacity shown in 2050) vs. the additions EIA projected in its 2022 Annual Energy Outlook — a forecast made before the data-center demand surge. GEM = nameplate; AEO2022 = net summer capacity (~10–15% lower), so the AEO bars if anything understate the gap. By 2030, GEM already shows ~270 GW to EIA's 148 GW.