Power
US Power Grid Expansion Accelerates to Record 86 GW Amid Global Energy Crisis and Policy Shifts
The United States is set to add a record 86 GW of electric generating capacity in 2026, up from 53 GW in 2025, as global energy disruptions and policy changes drive unprecedented infrastructure investment. Rising oil prices above $80/bbl and Middle East tensions are pushing electricity generation toward coal, nuclear, and backup systems while states grapple with rate pressures.