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Renewables, Batteries Crashing Natural Gas Party as Data Centers Drive Load Growth

Natural Gas Intelligence · last updated

Natural gas-fired power generation is poised to rebound this year amid the proliferation of energy-hungry data centers, though it could face stiff competition regionally from renewables and battery storage.

U.S. map titled “Planned 2026 Utility-Scale Electric Gen Capacity Additions” shows solar, wind, battery, natural gas projects, highlighting SunZia Wind 3,650 MW, Orange County Advanced Power Station 1,158 MW, Vineyard Wind 1 800 MW.

At A Glance:

  • Record solar additions on tap for 2026
  • Batteries juicing renewable economics
  • High gas prices could drive coal switching