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StocksMedium•23 February 2026•

1 min read

Renewables to Drive 93% of New US Power Capacity, Boosting Solar Stocks

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Key Facts

193% of new US power generating capacity is coming from renewable sources.

2U.S. developers are expected to add 86 gigawatts of new utility-scale generating capacity in 2026.

The United States power grid is undergoing a massive structural transition, with renewable sources expected to account for 93% of all new generating capacity. Utility-scale developers are projected to add approximately 86 gigawatts of new capacity by 2026, marking a significant shift in the nation's energy infrastructure. This surge in clean energy projects aims to meet future demand while reducing reliance on traditional fossil fuels. Industry leaders such as First Solar (FSLR) and Enphase Energy (ENPH) are positioned as primary beneficiaries of this large-scale renewable integration. The planned expansion provides a robust long-term fundamental tailwind for solar equipment manufacturers and technology providers. Market analysts suggest that this trend offers a bullish outlook for clean energy ETFs, including TAN and ICLN, as grid modernization continues.