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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

Proposed Amendment Could Lead To EPCOR's Sale

LCG, May 29, 2002--EPCOR, the utility owned by the City of Edmonton, could be sold based upon a deadline set by Alberta's minister of municipal affairs, if a proposed amendment to regulations is approved.

The current minister, Guy Boutilier, who suggested the rule, said he felt "the cities have grown up and they're making responsible decisions and they're accountable to their taxpayers." He said the mandate of municipally owned corporations to serve "a municipal purpose" would be reviewed. EPCOR, which will pay $100.5 million (65.5 million US dollars) in dividends to the city this year, serves 1.3 million customers in neighboring Ontario and owns Union Energy, which is based in that province.

Edmonton Mayor Bill Smith said the province is trying to escape blame for a lack of new power generation within the province by forcing the sale of EPCOR by the city. "But if they see somebody come in and buy ENMAX and EPCOR, then they can say that's new investment," Smith said. (ENMAX provides electricity in Calgary.) The rule would allow a minister to "set a time period in which a municipality or group of municipalities must divest, amalgamate, merge, reorganize or windup a controlled corporation."

Boutilier, who did not declare the reason for the proposed amendment, said, "The bottom line is the province will not and shall not have the control of sales of EPCOR and Enmax," saying that the mayor and council would be entirely responsible for deciding on a buyer. Mayor Smith, who called it the most "serious" issue he has dealt with in seven years, worries that property taxes will need to rise more than expected if dividends from EPCOR are lost as a source of revenue.
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