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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 Conference Exposes Transmission Cost Conflict

LCG, November 7, 2002-In a Wednesday meeting, utilities and energy companies disagreed over the method by which transmission upgrades should be funded.

The Federal Energy Regulatory Commission held a day-long conference on some energy issues yesterday, including repairing the nation's transmission bottlenecks.

A FERC study released last year estimated that $12.6 billion would be needed to streamline transmission by constructing new transmission lines.

Energy companies who own plants and sell power assert that new transmission benefits retail customers and should therefore be paid by ratepayers in general via "rolled-in pricing."

Large investor-owned utilities oppose this idea, saying that ratepayers will be forced to pay for energy assets that do not benefit them. Utilities and some utility commissions insist that those who directly benefit from new projects coming on line should pay, whether state consumers, industrial users, or energy firms.

Calpine Corporation also took the opportunity to voice its concerns over unfair practices in transmission control, alleging that some utilities prevented electricity to be sold from its plants even though Calpine's power was cheaper and cleaner.

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