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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

FERC to Require Derivative Reporting

LCG, October 10, 2002The Federal Energy Regulatory Commission announced yesterday that certain companies in the electricity industry will be required to release annual reports on derivatives.

Earlier this year Californian officials asked legislators for disclosure of over-the-counter derivative trading, but the pre-Enron request was unsuccessful.

Now FERC has decided that public utilities and pipeline companies will be required to report their derivative values once a year. However, independent and affiliated power and natural gas companies will not be affected by the rule. FERC is still considering whether or not such companies will be allowed to avoid specific regulations.

The new reporting rule will be applied in 60 days.

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