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Dive Brief:
The Tennessee Valley Authority released its preliminary 2026 integrated resource plan on Monday, saying load growth in its footprint is already outpacing the reference case forecast in its draft IRP, and that it has incremental capacity needs for between 7 GW and 26 GW of natural gas between now and 2040.
“TVA’s actual and forecasted electricity demand has increased relative to the draft IRP’s Reference scenario and is approaching the Higher Growth Economy scenario primarily due to data center growth (e.g., artificial intelligence, hyperscaler, etc.),” the IRP said. The higher growth scenario “evaluates a higher gas price environment driven by substantial economic growth.”
The federally-owned utility also plans to add up to 5 GW of nuclear, 1-5 GW of storage, 2-5 GW of renewables (1-8 GW nameplate) and 2-3 GW of energy efficiency and demand response additions.
