New Capacity Signals a Changing Power Mix
The U.S. power grid is set for a record year of new generation in 2026, signaling a continued shift in how electricity is produced. According to the U.S. Energy Information Administration, developers plan to add 86 gigawatts (GW) of new utility-scale electric generating capacity this year, which would mark a record if fully realized. By comparison, 53 GW was added in 2025, the largest annual increase since 2002.
Solar is expected to lead additions, accounting for 51% of new capacity, with 43.4 GW of new capacity projected — a 60% increase from last year if completed. Battery storage follows at 28% of additions (24 GW), reflecting continued rapid growth, while wind makes up 14% (11.8 GW).
Growth is also geographically concentrated, with much of the new solar and storage capacity planned in states like Texas, Arizona, and California.
While renewable additions dominate, other resources continue to play a role. Developers are planning to add 6.3 GW of new natural gas capacity, primarily in states such as Texas, Oklahoma, Ohio, Tennessee, and Florida.
Read more: EIA.gov