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ICF report finds US power grid has just 3% excess generating capacity
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ICF report finds US power grid has just 3% excess generating capacity
  • ICF report flags a tight U.S. power cushion, estimating 26 GW of excess generating capacity, about 3% above minimum resource adequacy needs.
  • ERCOT, PJM seen with no excess generating capacity available to reliably support additional demand growth.
  • U.S. electricity demand projected up 21% by 2030, 39% by 2035; peak demand seen up 14% by 2030, 25% by 2035.
  • About 445 GW of new generation capacity forecast for 2026-2030; only 68 GW expected online in 2026.
  • Reserve margins expected to stay thin through 2030, with roughly 20 GW of excess generation capacity anticipated by then.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. ICF International Inc. published the original content used to generate this news brief on June 25, 2026, and is solely responsible for the information contained therein.

Disclaimer:This article represents the opinion of the author only. It does not represent the opinion of Webull, nor should it be viewed as an indication that Webull either agrees with or confirms the truthfulness or accuracy of the information. It should not be considered as investment advice from Webull or anyone else, nor should it be used as the basis of any investment decision.
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