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Dive Brief

PJM and ERCOT have no spare capacity for demand growth beyond 2027, the consulting firm said. Demand response and GETs can help meet an expected 39% jump in U.S. electric use by 2035, it suggests.

Published June 26, 2026

Consulting firm ICF expects about 445 GW of nameplate capacity, mainly solar and battery storage, will come online in the United States from this year through 2030, according to a report released on June 25, 2026.