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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

Massachusetts Plants to Be Retired

LCG, May 12, 2003--Four power generating units in Massachusetts that are owned by Exelon Corp. will be retired this year, according to the company.

A new, 800-megawatt power plant that was built on the same site as three of the units, in the town of Everett, started operations in April. Mystic Station 4, 5 and 6 will be retired, as will New Boston Station's Unit 1, a 380-megawatt plant in South Boston. The total amount of capacity being retired is put at 756 megawatts.

Massachusetts' government had wanted the units, which run on oil and coal, to be shut down in order to reduce emissions. Exelon also contends that keeping the plants running would be a more costly exercise than makes good business sense. The units would likely have needed upgrades and enhancements to make them competitive.

Before the shutdowns, an additional new 800-megawatt Mystic unit, number 9, is expected to come on line by this month or next month. Exelon has submitted an application to the New England ISO, seeking the grid operator's approval, which is subject to the need for reliability.

Other relatively dirty plants the state would like to be retrofitted in order to continue operating are NRG Energy, Brayton Point, Salem Harbor, Mount Tom Station, and Canal Electric.
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