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EIA Estimates Record U.S. Electric Generating Capacity Additions in 2026, with Solar in the Lead

LCG, February 20, 2026--The EIA today issued an "in-brief analysis" that estimates U.S. power plant developers and operators plan to complete a record installation of 86 GW of new, utility-scale electric generating capacity that is connected to the U.S. power grid in 2026. Last year, 53 GW of new capacity was added to the grid, which was the largest capacity installation in a single year since 2002. Thus the estimate of 86 GW of new capacity in 2026 is a whopping 33 GW greater than the year prior. It should be noted that over 20 GW of the 86 GW of new capacity this year is estimated to be completed in December.

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Enhanced Geothermal Systems May Drive Significant Growth in Geothermal Power Generation

LCG, February 19, 2026--The EIA released an "in-brief analysis" today regarding the expected completion of the first, large-scale commercial enhanced geothermal system (EGS) in June 2026, and the significant growth potential for year-round, 24x7, carbon-free, renewable EGS power generation in the United States.

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Industry News

California ISO – Back to Stage 2

LCG, Jan. 10, 2001While everybody who is anybody in the California electric power business was in Washington yesterday, it was business as usual with the California Independent System Operator, and that could have told the folks meeting at the Treasury Department what's wrong in the Golden State.

Once again, there wasn't enough electricity to go around. Cal-ISO put a Stage 2 electric emergency into effect from 5:00 p.m. to 10:00 p.m., and the state's investor-owned utilities began curtailing power deliveries to customers with interruptible service contracts.

A business can save real money by buying power under an interruptible contract that allows its utility to shut off its electricity when things get tight, but ordinarily that would happen only once or twice a year. Since last May, it has happened about 30 times, and many businesses say they won't sign the contracts this year.

Yesterday was going to be tough to begin with, as some 10,000 megawatts of California power plants were shut down due to planned and forced outages and a limited amount of imported power was available from the Northwest. When a major plant in Southern California went off line in the afternoon, Cal-ISO called the Stage 2 and directed utilities to shed 1,200 megawatts of load.

According to the ISO, demand across the California control area was expected to peak at 32,322 megawatts at around 6:00 p.m.

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