U.S. 2026 new generation capacity to hit record 86GW: solar 51%, batteries 28%

The EIA says the U.S. will add 86GW of new generation capacity in 2026, with solar, wind, and batteries accounting for 99%. Planned additions include 43.4GW of solar, up 60% YoY, 24GW of batteries, and 11.8GW of wind. The 800MW Vineyard Wind 1 and 3,650MW SunZia Wind projects also enter commercial operation. EU ETS carbon prices reached EUR75.51/t in April, the highest since February.