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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

NRC Completes Safety Review of Construction Permit Application for TerraPower's Kemmerer Power Station in Wyoming

LCG, December 1, 2025--The Nuclear Regulatory Commission (NRC) announced today that the NRC staff completed its final safety evaluation for the application submitted by TerraPower, on behalf of its subsidiary US SFR Owner, to construct the Kemmerer Power Station Unit 1 in Kemmerer, Wyoming. Unit 1 will be the first nuclear project of its kind using the Natrium advanced reactor design. The evaluation concludes there are no safety aspects that would preclude issuing the construction permit.

"We’ve finished our technical work on the Kemmerer review a month ahead of our already accelerated schedule, as we aim to make licensing decisions for new, advanced reactors in no more than 18 months," said the acting director of the NRC’s Office of Nuclear Reactor Regulation. "We thank TerraPower for promptly addressing the agency’s questions to ensure safety and enable the NRC to efficiently process the application."

The NRC staff will provide the safety evaluation and the final environmental impact statement (EIS) to the Commission for the final phase of the licensing process in the coming weeks. The Commission will determine whether the staff’s review supports the findings necessary to issue the permit. Following its deliberations, the Commission will vote on whether to direct the staff to issue the permit.

TerraPower's President and CEO issued statements on the announcement. First, "Today is a momentous occasion for TerraPower, our project partners and the Natrium design. This favorable safety evaluation from the U.S. Nuclear Regulatory Commission (NRC) reflects years of rigorous evaluation, thoughtful collaboration with the NRC, and an unwavering commitment to both safety and innovation."

Second, "I am deeply proud of our team’s efforts in pioneering the design and licensing of America’s first, commercial-scale, advanced nuclear power plant. TerraPower remains focused on delivering the next generation of reliable, flexible power to the grid and long-term jobs for the Kemmerer community."

The NRC’s Advisory Committee on Reactor Safeguards independently reviewed new and novel safety-related aspects of the Kemmerer Power Station Unit 1 application and provided the results to the Commission on November 16.

The Natrium reactor is a TerraPower and GE Vernova Hitachi Nuclear Energy technology, and it features a 345 MW sodium-cooled fast reactor with a molten salt-based energy storage system. The unit is designed to keep base output steady to best ensure reliability, with the storage system designed to rapidly boost the system’s output from 345 MW to 500 MW of power when needed. According to TerraPower, the Natrium design currently is the only advanced reactor design with this unique feature.

TerraPower filed the application in March 2024, requesting a permit to build the advanced reactor design on a site near an existing coal-fired power plant. The NRC staff accepted the application and began its formal review in May 2024. If the NRC ultimately issues the permit, US SFR Owner would need to submit a separate operating license application before it would be authorized to operate the facility.

This first Natrium project is being developed through the U.S. Department of Energy’s Advanced Reactor Demonstration Program (ARDP), a public-private partnership. TerraPower started construction on the non-nuclear portions of the site in June 2024. TerraPower states that, when completed, the Natrium plant will be the first utility-scale advanced nuclear power plant in the United States.
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