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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

Midwest ISO Argues Against ComEd Departure

LCG, Jan. 15, 2001--The Midwest Independent Transmission System Operator Inc. said yesterday it has filed a motion with the Federal Energy Regulatory Commission saying that Commonwealth Edison's petition to withdraw from the bulk electric transmission organization might not be in the public interest.

At least six other Midwest utilities have pulled out of the Midwest ISO to join the Alliance Regional Transmission Organization, a for-profit "transco" that stretches westward from the Allegheny Mountains.

The Midwest ISO motion with FERC says that a public interest standard should govern the approval of any withdrawal from the organization. The motion also says that the organization is amenable to change, if that's what it would take to stop the exodus.

"If form of corporate organization is a factor motivating departure from the Midwest ISO or even active consideration of departure by transmission-owning members, then the form of organization can be changed and the Midwest ISO stands ready to incorporate creative input from the Commission and the market participants in the Midwest to do just that," the motion says.

Among the changes the Midwest ISO is thinking of is to transform itself into a Midwest Transmission Coordination Authority that would coordinate multiple interregional transmission systems a sort of super ISO.

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