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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

Enron to Push Fuel Cell Energy Products

LCG, Oct. 3, 2000Fuel Cell Energy Inc. said yesterday it has reached an agreement with Enron North America for the two companies to work together to develop and market Fuel Cell's products. The fuel cell maker said the focus would be on "state renewable and energy conservation programs," perhaps indicating an expectation of public funding.

That would not be a first for Fuel Cell. Ten years ago, the company secured a $200 million grant from the U.S. Department of Energy for research and development. The Enron connection, as well as a similar alliance with PPL Inc. announced September 21, would be to get the fuel cells sold, installed and running.

Susan Odiseos, director of corporate communications, said "We've got this great concept, we've got $200 million from the Department of Energy, but we're still not selling them." That's where Enron and PPL enter the picture, with their commercial experience.

"Our business plans calls for alliances," Odiseos said. "We've got the know-how, now we need the distribution."

Jerry Leitman, Fuel Cell's chief executive, confirmed the pursuit of state funding. "Targeting state-sponsored renewable programs and energy conservation opportunities will accelerate the commercialization of our Direct Fuel Cell products in these 'early adopter' markets," he said in a news release.

As part of the Enron arrangement, Enron has invested $5 million in the common stock of Fuel CellEnergy. Fuel Cell Energy said it will issue warrants enabling Enron to purchase up to 1.3 million shares of Fuel Cell Energy common stock once Enron peddles 55 megawatts worth of fuel cells.

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