Utility Dive•about 1 month ago
2026 US power sector outlook
- •Expect continued rapid growth in renewable energy (solar, wind, storage) and distributed energy resources (DERs), driven by policy and economics, alongside significant load growth from sectors like datacenters.
- •Anticipate ongoing electricity price volatility, potential for increased capacity market prices in some regions due to reliability concerns, and continued strong demand for Power Purchase Agreements (PPAs) as developers and large loads seek long-term stability.
- •FERC's interconnection reform (Order 2023 implementation) and transmission planning initiatives will be central, alongside continued rollout and clarification of Inflation Reduction Act (IRA) tax credits and state-level policies impacting DER deployment.
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