IDEAS home Printed from https://ideas.repec.org/a/gam/jeners/v18y2025i3p646-d1580644.html

Energy Burden in the United States: An Analysis Using Decision Trees

Author

Listed:
  • Jungwoo Chun

    (Department of Urban Studies and Planning, Massachusetts Institute of Technology, Cambridge, MA 02139, USA)

  • Dania Ortiz

    (MIT Portugal Program, Faculty of Engineering, University of Porto (FEUP), 4200-465 Porto, Portugal)

  • Brooke Jin

    (Department of Urban Studies and Planning, Massachusetts Institute of Technology, Cambridge, MA 02139, USA)

  • Nikita Kulkarni

    (Department of Urban Studies and Planning, Massachusetts Institute of Technology, Cambridge, MA 02139, USA)

  • Stephen Hart

    (Department of Urban Studies and Planning, Massachusetts Institute of Technology, Cambridge, MA 02139, USA)

  • Janelle Knox-Hayes

    (Department of Urban Studies and Planning, Massachusetts Institute of Technology, Cambridge, MA 02139, USA)

Abstract

The concept of energy burden (EB) continues to gain prominence in energy and associated policy research as energy prices rise and electricity and heating options diversify. This research offers a deeper understanding of EB dynamics and how EB can be addressed more effectively by discerning the interplay between regional environmental, social, and economic factors. Using decision trees (DTs), a powerful machine learning technique, we explore the multifaceted dynamics that shape EB across the United States (U.S.) by examining how factors like housing quality, demographic variations, access to energy sources, and regional economic conditions interact, creating distinct EB profiles across communities. Following a comprehensive review of existing literature and DT analysis, we map the results to identify the most significant factors influencing EB. We find that no single variable has a determinant effect on EB levels. While there is no uniform regional pattern, regions with higher population density exhibit a stronger correlation between EB and socioeconomic and other demographic factors such as educational attainment levels and racial segregation. Our findings underscore the significance of regional ecologies in shaping EB, revealing how localized environmental and economic contexts amplify or mitigate systemic inequities. Specifically, our analysis reveals significant regional disparities, highlighting the need for localized policies and interventions. We find that a one-size-fits-all approach is insufficient and that targeted, place-based strategies are necessary to address the specific needs of different communities. Policy interventions should prioritize energy democracy, address systemic inequities, and ensure universal energy access through participatory planning, financial assistance, and targeted initiatives such as housing rehabilitation, energy efficiency improvements, and incentives for underrepresented communities.

Suggested Citation

  • Jungwoo Chun & Dania Ortiz & Brooke Jin & Nikita Kulkarni & Stephen Hart & Janelle Knox-Hayes, 2025. "Energy Burden in the United States: An Analysis Using Decision Trees," Energies, MDPI, vol. 18(3), pages 1-41, January.
  • Handle: RePEc:gam:jeners:v:18:y:2025:i:3:p:646-:d:1580644
    as

    Download full text from publisher

    File URL: https://www.mdpi.com/1996-1073/18/3/646/pdf
    Download Restriction: no

    File URL: https://www.mdpi.com/1996-1073/18/3/646/
    Download Restriction: no
    ---><---

    References listed on IDEAS

    as
    1. Eric Scheier & Noah Kittner, 2022. "A measurement strategy to address disparities across household energy burdens," Nature Communications, Nature, vol. 13(1), pages 1-11, December.
    2. Isaac, Morna & van Vuuren, Detlef P., 2009. "Modeling global residential sector energy demand for heating and air conditioning in the context of climate change," Energy Policy, Elsevier, vol. 37(2), pages 507-521, February.
    3. Urszula Grzybowska & Agnieszka Wojewódzka-Wiewiórska & Gintarė Vaznonienė & Hanna Dudek, 2024. "Households Vulnerable to Energy Poverty in the Visegrad Group Countries: An Analysis of Socio-Economic Factors Using a Machine Learning Approach," Energies, MDPI, vol. 17(24), pages 1-23, December.
    4. Agbim, Chinelo & Araya, Felipe & Faust, Kasey M. & Harmon, Dana, 2020. "Subjective versus objective energy burden: A look at drivers of different metrics and regional variation of energy poor populations," Energy Policy, Elsevier, vol. 144(C).
    5. Hosan, Shahadat & Sen, Kanchan Kumar & Rahman, Md Matiar & Chapman, Andrew J. & Karmaker, Shamal Chandra & Alam, Mohammad Jahangir & Saha, Bidyut Baran, 2024. "Energy innovation funding and social equity: Mediating role of just energy transition," Renewable and Sustainable Energy Reviews, Elsevier, vol. 197(C).
    6. Dominic J. Bednar & Tony G. Reames, 2020. "Recognition of and response to energy poverty in the United States," Nature Energy, Nature, vol. 5(6), pages 432-439, June.
    7. Kenneth Gillingham & David Rapson & Gernot Wagner, 2016. "The Rebound Effect and Energy Efficiency Policy," Review of Environmental Economics and Policy, Association of Environmental and Resource Economists, vol. 10(1), pages 68-88.
    8. Manuel Frondel & Stephan Sommer & Colin Vance, 2015. "The burden of Germanyùs energy transition: An empirical analysis of distributional effects," Economic Analysis and Policy, Elsevier, vol. 45(c), pages 89-99.
    9. Erick C. Jones & Ariadna Reyes, 2023. "Identifying Themes in Energy Poverty Research: Energy Justice Implications for Policy, Programs, and the Clean Energy Transition," Energies, MDPI, vol. 16(18), pages 1-15, September.
    10. Yang, Shenbo & Fang, Jiangpeng & Zhang, Zheyu & Lv, ShuoShuo & Lin, Hongyu & Ju, Liwei, 2024. "Two-stage coordinated optimal dispatching model and benefit allocation strategy for rural new energy microgrid," Energy, Elsevier, vol. 292(C).
    11. Magdalena Cyrek & Piotr Cyrek & Wioletta Bieńkowska-Gołasa & Piotr Gołasa, 2024. "The Convergence of Energy Poverty across Countries in the European Union," Energies, MDPI, vol. 17(19), pages 1-17, October.
    12. Manuel Frondel & Stephan Sommer & Colin Vance, 2015. "The Burden of Germany’s Energy Transition – An Empirical Analysis of Distributional Effects," Ruhr Economic Papers 0542, Rheinisch-Westfälisches Institut für Wirtschaftsforschung, Ruhr-Universität Bochum, Universität Dortmund, Universität Duisburg-Essen.
    13. Blumstein, Carl & Krieg, Betsy & Schipper, Lee & York, Carl, 1980. "Overcoming social and institutional barriers to energy conservation," Energy, Elsevier, vol. 5(4), pages 355-371.
    14. Lei, Xiang & Yu, Hang & Shao, Ziyun & Jian, Linni, 2023. "Optimal bidding and coordinating strategy for maximal marginal revenue due to V2G operation: Distribution system operator as a key player in China's uncertain electricity markets," Energy, Elsevier, vol. 283(C).
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Jones, Andrew & Nock, Destenie & Samaras, Constantine & Qiu, Yueming (Lucy) & Xing, Bo, 2023. "Climate change impacts on future residential electricity consumption and energy burden: A case study in Phoenix, Arizona," Energy Policy, Elsevier, vol. 183(C).
    2. Drescher, Katharina & Janzen, Benedikt, 2021. "Determinants, persistence, and dynamics of energy poverty: An empirical assessment using German household survey data," Energy Economics, Elsevier, vol. 102(C).
    3. Johannes Thema & Florin Vondung, 2020. "Expenditure-Based Indicators of Energy Poverty—An Analysis of Income and Expenditure Elasticities," Energies, MDPI, vol. 14(1), pages 1-18, December.
    4. Antunes, Micaela & Teotónio, Carla & Quintal, Carlota & Martins, Rita, 2023. "Energy affordability across and within 26 European countries: Insights into the prevalence and depth of problems using microeconomic data," Energy Economics, Elsevier, vol. 127(PA).
    5. Liang, Liang & Wu, Xuanyu & Yang, Min, 2025. "Shadows behind the sun: Inequity caused by rooftop solar and responses to it," Applied Energy, Elsevier, vol. 377(PB).
    6. Kussel, Gerhard & Frondel, Manuel, 2016. "Switching Response to Power Prices: Evidence from German Households," VfS Annual Conference 2016 (Augsburg): Demographic Change 145728, Verein für Socialpolitik / German Economic Association.
    7. Kanberger, Elke D. & Ziegler, Andreas, 2023. "On the preferences for an environmentally friendly and fair energy transition: A stated choice experiment for Germany," Energy Policy, Elsevier, vol. 182(C).
    8. Andor, Mark Andreas & Frondel, Manuel & Sommer, Stephan, 2015. "Reform des EU-Emissionshandels: Alternativen zur Marktstabilitätsreserve," RWI Materialien 87, RWI - Leibniz-Institut für Wirtschaftsforschung.
    9. Chepeliev, Maksym & Osorio-Rodarte, Israel & van der Mensbrugghe, Dominique, 2021. "Distributional impacts of carbon pricing policies under the Paris Agreement: Inter and intra-regional perspectives," Energy Economics, Elsevier, vol. 102(C).
    10. Andor, Mark A. & Lange, Andreas & Sommer, Stephan, 2022. "Fairness and the support of redistributive environmental policies," Journal of Environmental Economics and Management, Elsevier, vol. 114(C).
    11. García-García, Pablo & Buendía, Luis & Carpintero, Óscar, 2022. "Welfare regimes as enablers of just energy transitions: Revisiting and testing the hypothesis of synergy for Europe," Ecological Economics, Elsevier, vol. 197(C).
    12. Oskar Szczygieł & Alena Harbiankova & Maria Manso, 2024. "Where Does Energy Poverty End and Where Does It Begin? A Review of Dimensions, Determinants and Impacts on Households," Energies, MDPI, vol. 17(24), pages 1-20, December.
    13. John Dorrell & Keunjae Lee, 2020. "The Cost of Wind: Negative Economic Effects of Global Wind Energy Development," Energies, MDPI, vol. 13(14), pages 1-25, July.
    14. Nguyen, Trung Thanh & Nguyen, Thanh-Tung & Hoang, Viet-Ngu & Wilson, Clevo & Managi, Shunsuke, 2019. "Energy transition, poverty and inequality in Vietnam," Energy Policy, Elsevier, vol. 132(C), pages 536-548.
    15. Chen, Lei & Jiang, Nana, 2025. "A path towards China's energy justice: Is government intervention absolutely necessary?," Structural Change and Economic Dynamics, Elsevier, vol. 74(C), pages 92-106.
    16. Singh, Anita, 2026. "Why is the United Kingdom fuel poor?," Energy Policy, Elsevier, vol. 209(PA).
    17. Nguyen, Trung Thanh & Nguyen, Thanh-Tung & Hoang, Viet-Ngu & Wilson, Clevo, 2019. "Energy transition, poverty and inequality: panel evidence from Vietnam," MPRA Paper 107182, University Library of Munich, Germany, revised 10 May 2019.
    18. Penghu Zhu & Boqiang Lin, 2025. "Why is efficiency improvement ineffective in alleviating energy poverty? The nonnegligible rebound effect," Annals of Operations Research, Springer, vol. 355(1), pages 579-598, December.
    19. Ren, Weihang & Guan, Yongpei & Qiu, Feng & Levin, Todd & Heleno, Miguel, 2025. "Energy justice and equity: A Review of definitions, measures, and practice in policy, planning, and operations," Renewable and Sustainable Energy Reviews, Elsevier, vol. 222(C).
    20. Schick, Christoph & Hufendiek, Kai, 2023. "Assessment of the regulatory framework in view of effectiveness and distributional effects in the context of small-scale PV—The German experience," Energy Policy, Elsevier, vol. 172(C).

    More about this item

    Keywords

    ;
    ;
    ;
    ;
    ;
    ;

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:gam:jeners:v:18:y:2025:i:3:p:646-:d:1580644. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: MDPI Indexing Manager (email available below). General contact details of provider: https://www.mdpi.com .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.