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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

TVA, Midwest ISO and PJM Act to Improve Coordination of Grid

LCG, April 26, 2005--The Tennessee Valley Authority (TVA), Midwest Independent Transmission System Operator (Midwest ISO), and PJM Interconnection (PJM) have agreed to enhance the management, operation and facility planning of their combined electric transmission grid. The three organizations operate a grid that encompasses transmission lines in all or parts of 25 states, the District of Columbia, and the Canadian province of Manitoba, with a combined peak load of 264,000 MW.

Late last week, the three organizations executed a Joint Reliability Coordination Agreement (JCRA) to improve congestion relief and the management of the reliability of seams between the wholesale electricity markets of the Midwest ISO, PJM and TVA's service territory. To achieve this objective, the organizations will share key operating information and extensive planning data to ensure that all three parties have the best information possible to support operations and to analyze and model the integrated operations of the combined grid.

PJM, TVA and the Midwest ISO have also agreed to schedule joint transmission planning sessions to further reliability goals and economic facility expansions and upgrades across their integrated grid.

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