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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

Wind Projects Added to PG&E's Renewables Portfolio

LCG, April 28, 2005--Pacific Gas and Electric Company (PG&E) announced yesterday that it has submitted three new long-term power purchase agreements with wind farms to the California Public Utilities Commission (CPUC) for regulatory review. With the addition, PG&E expects to meet over 30% of its customers' electricity demands with renewable energy.

In total, the three contracts add 143-158 MW of renewable capacity to PG&E's supply portfolio and are a result of the company's Renewables Portfolio Standard (RPS) solicitation of 2004. The three, California wind farms are: FPL Montezuma, located in Solano County; Buena Vista, located at Altamont Pass; and Pacific Renewable, located near Lompoc. PG&E plans to issue another RPS solicitation this summer, with the goal of supplying another 1-2% of customer electricity demands with renewable energy.

The State of California's RPS Program, which is managed by the CPUC and the California Energy Commission, requires each utility to increase its procurement of eligible renewable generating resources by 1% of load per year to achieve a 20% renewables goal.

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