V i e w p o i n t | 15 Sep 2025 01:38:43 ET │ 46 pages US Natural Resources & ClimateTech Powering America – How Will the Generation Stack Evolve? CITI'S TAKE We developed a long-term 2.8% US electricity demand growth forecast (2025-2040) and detailed regional forecasts leveraging proprietary Citi Research insights, regional grid forecasts, expert meetings, company disclosures, macro indicators, and disaggregated sector trends. To meet this demand, the US generation stack is poised to expand with meaningful ...