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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

PG&E Asks for Court Backing on Power Costs

LCG, Nov. 9, 2000--Pacific Gas & Electric Co. said yesterday it had asked the federal district court in San Francisco for a declaration that it has the right to recover more than $3 billion in uncollected power costs.

PG&E said it was "continuing to work" with the California Public Utilities Commission and the Federal Energy Regulatory Commission to find a way out of the state's wholesale electricity market problems, but wanted court assurance that it could get back money it paid for power it was obliged to deliver to its customers.

Roger Peters, senior vice president and PG&E general counsel, summed the matter up:

"We were told to sell our power plants, ordered to buy all our power to serve our customers from the Power Exchange, ordered to accept all costs from the Independent System Operator, and ordered toallow any customer to switch back and forth between utilities and other energy service providers," Peters said.

"We do not make any 'mark-up' or profit on the cost of wholesale power. In fact, we have taken every step the state would allow to try to keep power costs down," he continued. "It may seem attractive, to some, to say that these costs now should not be included in customer rates, but it is a direct violation of law."

The company said it is also asking FERC to provide regulatory relief from the "unjust and unreasonable" power prices charged by the independent power generators, including price caps for future sales, as well as refunds of any unreasonable prices.

PG&E said it will present a rate stabilization plan in November, to take effect at the end of its temporary rate freeze, to allow collection of unrecovered electricity costs over time while also protecting its customers from price spikes.

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