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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

Newsmakers

Green Mountain Power Corporation nominated Nordahl L. Brue chairman. Brue, who has served as company director since 1992, will take the place of Thomas P. Salmon, who has held the position for 19 years.

AES Corporation has selected Mark Fitzpatrick to serve as Chief Executive Officer of Electropaulo, a Brazilian energy distributor. Fitzpatrick previously served as Executive Vice President in charge of operations in Europe and Asia.

AES has also appointed Ann Murtlow President and Chief Executive Officer of Ipalco, an Indianapolis utility. She has served previously as Managing director of AES Horizons and was in charge of developments throughout Central and Eastern Europe.

PPL Generation has appointed Bryce L. Shriver to the post of senior vice president and chief nuclear officer. Shriver's addition to the company comes as Robert G. Byram retires from the position after serving for five years.

Reliant Resources Inc. has brought in Stephen Naeve to take the role previously played by Chairman and Chief Executive Officer Steve Ledbetter. Naeve will serve as company president, although Ledbetter will remain chairman and CEO.

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