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Amazon Announces Plans to Invest $12 Billion in Data Center Campuses in Louisiana

LCG, February 23, 2026--Amazon today announced plans to invest $12 billion to develop and construct state-of-the-art data center campuses in northwest Louisiana that will support cloud computing technologies. Amazon is partnering with STACK Infrastructure, the developer and owner of the campuses, to lead the construction and development of the data center facilities. Amazon has already invested in solar energy projects in Louisiana, bringing up to 200 MW of new carbon-free energy onto the grid.

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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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Industry News

Legislation Proposed to Remove California ISO as Grid Manager

LCG, January 22, 2003--In the midst of a legal dispute between the Federal Energy Regulatory Commission (FERC) and the California Independent System Operator (ISO) over the ISO board's makeup, a California senator who has led an investigation into market manipulation has introduced a bill that would return management of the state transmission grid to the major utilities.

Senator Joe Dunn, D-Santa Ana, said during a hearing of his special investigative committee that he believes the ISO should no longer exist. The ISO has been under attack since last summer, when the board refused to respond to an order from the FERC to replace its board members, which the FERC felt were not sufficiently independent. Gov. Gray Davis advocated that the board not respond to the order, having appointed the members at the beginning of 2001. FERC sued the state on Aug. 16, and the matter is currently before the U.S. District Court of the District of Columbia.

Sen. Dunn said his bill is "there as a vehicle depending on the outcome of that dispute." He is also planning to introduce a bill that would move the state towards "some sort of quasi-regulated electricity system," he told Dow Jones. Dunn has resisted confirming Michael Kahn, chairman of the ISO, and hopes to have Kahn make management changes Dunn feels are necessary before moving on the confirmation.
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