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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

Cal Power Crisis May Mean Higher Gasoline Prices

LCG, Jan. 22, 2001Gasoline distribution terminals in California suffered delays in delivery of gas from refineries last week during four days of electric service interruptions and the amount of gasoline on hand at the terminals could mean shortages at gas stations later this week, pipeline officials said over the weekend.

Gasoline is carried by pipeline from oil refineries to the distribution centers, which are the "warehouses" for the liquid automotive fuel. From the centers, tank trucks convey the fuel to gas stations.

Over the weekend, there were few power outages in California, allowing the oil companies to move refined products in an effort to make up the losses of last week. A spokesman for Kinder Morgan Energy Partners of Houston told the Wall Street Journal "We have been (pumping) at maximum capacity since Friday and have made great strides in replenishing inventories."

Gasoline isn't the only refined product affected. Diesel fuel, in high demand for emergency backup electric generators was feeling the pinch and shortage of jet fuel at major airports worried airline companies.

Pipeline companies serving both San Francisco International Airport and Los Angeles International cut back deliveries when their power was curtailed, but resumed pumping after their customers agreed to underwrite the additional energy costs.

Doug Henderson, executive director of the Western States Petroleum Association, said gas stations are the only part of the petroleum system that haven't yet felt the impact, but he wasn't trying to gas up his truck when the lights went out at a Mountain View filling station the other day.

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