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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

Alliance Transco Agrees to Management by National Grid

LCG, Nov. 5, 2001--National Grid USA said on Friday that is has signed an agreement with members of the Alliance regional transmission organization that details the terms for the American subsidiary of the operator of Great Britain's transmission system to be the managing member of the Alliance Transco.

The Alliance Transco is a proposed, profit-motivated independent transmission company whose member companies operate 51,400 miles of transmission in 11 states stretching from Missouri to Virginia. Upon approval by the Federal Energy Regulatory Commission and the fulfillment of other conditions, the Alliance would operate as an RTO.

Whether that comes to pass is another matter, as FERC has recently pursued a policy that would place the U.S. transmission system under the governance of four super-regional organizations. Smaller RTOs and other independent system operators would be folded into the larger organizations.

Rick Sergel, president and chief executive of National Grid USA appears not to believe that FERC really wants four huge RTOs.

"Today brings us closer to the formation of the nation's first for-profit RTO, and the realization of the FERC's goal to reshape electricity markets to enhance reliability, encourage cost-effective service to customers, and promote a competitive marketplace," he said.

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