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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

Wise Words from One of California's Out-of-State Power Pirates

LCG, Jan. 11, 2001Reliant Energy Inc. said yesterday that the talks in Washington involving officials of the Clinton administration, the state of California, California's public utilities and independent power producers active in California was only "a first step" toward reaching long-term solutions.

Houston-based Reliant, one of the out-of-state generators vilified by California Gov. Gray Davis for piracy and price-gouging, has no shortage of ideas about how to solve the state's electricity crisis.

Reliant said it agreed with the governor and other participants in the Washington meeting that the basic problem was one of supply, and most rational observers would also agree. During the past 10 years, no new power plants have been built in the state while power reserves have shrunk from 15 percent in the early 1990s to less than zero today.

In the short term, Reliant says, "California needs to work at conserving as much electricity as possible so the lights don't go out (because) there simply is not enough supply." The company also believes there needs to be a major load management effort with aggressive leadership to reduce power use dramatically as the summer approaches, not just in California but throughout the entire (Western Systems Coordinating Council) power region. If this does not occur, Reliant says, there likely will be power outages later this year.

In the long-term, according to Reliant, California needs to create a process for siting and building "environmentally friendly" power plants that is better suited to meet the rapidly increasing demands for power. "In particular, the state government must work with local government bodies to make new Power plant construction possible in California," Reliant said.

Reliant says more needs to be done, such as overhauling the electricity buying process. The company supports efforts to facilitate forward contracting at reasonable prices for existing capacity under terms that assure payment and recovery of the costs associated with that generation and agrees that the buying process must be streamlined to allow utilities to enter into reasonably priced, long-term contracts with generators.

But that isn't enough, Reliant says, noting that much of the generation capacity in California has already been sold prospectively to other users and marketers when the California utilities did not enter into their own long-term contracts. As a result, Reliant believes that contracting for supplies outside of California needs to be pursued aggressively to deal with the supply deficiency.

As to views expressed by some politicians and consumer groups that California can set up some sort of isolationist power system in which power generated in the state never leaves California, Reliant warns that the power shortage is really a problem for the entire Western United States and by attempting to go it alone California could alienate itself from its neighbors. "This is especially true considering California is the single largest energy importer in the West and must build constructive partnerships with its neighbors, not divisive mandates," Reliant said.

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