Forecasting U.S. Renewable Energy Consumption Using Advanced Machine Learning, Deep Learning, and Time-Series Foundation Models: A Monthly Multisector Benchmarking and Planning Analysis
U.S. renewable energy consumption has expanded substantially over the past five decades, but this transition cannot be adequately characterized by aggregate growth alone. This study developed an integrated empirical, forecasting, uncertainty, reconciliation, scenario, and planning framework for U.S. renewable energy consumption using a complete monthly multisector panel from January 1973 through December 2025. The analytic dataset contained 3180 sector–month observations across 636 monthly periods and five reporting sectors: Commercial, Electric Power, Industrial, Residential, and Transportation. The framework combined data harmonization, mutually exclusive source-family construction, long-run trend analysis, source-mix diversification metrics, structural-regime diagnostics, sector–source panel analysis, rolling-origin forecast benchmarking, probabilistic interval assessment, hierarchical reconciliation, future scenario analysis, and decision-focused planning evaluation. Annual reported total renewable energy consumption increased from 2475.547 trillion Btu in 1973 to 7050.214 trillion Btu in 2025, equivalent to approximately 2.476 quadrillion Btu and 7.050 quadrillion Btu, respectively. The results show that U.S. renewable energy growth was also a source-mix transformation: the portfolio became less concentrated as wind, solar, transportation biofuels, renewable diesel, waste, and other emerging sources gained importance alongside legacy wood and hydroelectric power. Sector–source heterogeneity was substantial, with Electric Power, Industrial, and Transportation showing distinct renewable-source profiles. Forecasting performance depended strongly on model family, horizon, validation window, target group, and evaluation lens. Strong statistical baselines and feature-based tree models remained competitive or superior to several deep learning architectures, while time-series foundation models provided useful modern comparators but required calibration and horizon-specific interpretation. All five selected foundation model comparators completed successfully. ChronosBolt was the fastest and strongest completed foundation model comparator, followed in runtime by TimesFM, Moirai/Uni2TS, TimeGPT, and LagLlama; however, foundation model forecasts remained too smooth for peak-sensitive planning and did not displace the strongest feature-based tree models in point-forecast benchmarking. Probabilistic diagnostics showed that nominal coverage alone was insufficient because interval width, Winkler score, CRPS, and visual inspection revealed target-specific miscalibration, underforecast bias, and weak peak coverage. Hierarchical and decision-focused evaluation changed the model-selection narrative: bottom-up and reconciled hierarchical forecasts produced stronger planning-loss and planning-value profiles than many nominally advanced alternatives, while selected tree-based models were particularly useful for preserving source-share allocation. Scenario analysis showed that solar acceleration increased projected totals but also increased concentration and coherence divergence, whereas diversification reduced concentration but required wider uncertainty buffers. Overall, U.S. renewable energy consumption should be analyzed as a dynamic, diversified, hierarchical, and planning-sensitive system. The proposed framework provides a reproducible basis for evaluating renewable energy growth, source-mix evolution, forecast reliability, uncertainty, source allocation, scenario trade-offs, and planning value beyond single-model forecasting claims.