Development

Renewables and batteries will be 99.2% of new US capacity

development2026-02-02

Claim

The EIA projects renewables and batteries will supply 99.2% of new US electric capacity in 2026, while Tesla achieved dry electrode production at scale and Waymo closed a round at $110 billion.

Reported metric: 99.2% / $110B

Reporting date: 2026-02-02 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to February 2, 2026 (theinnermostloop.substack.com)

Knowledge graphopen in browser →

Reported in

Welcome to February 2, 2026

Actor

Evidence for

Supersedes

The US triples planned gas capacity, a third of it on-site

Referenced by

Welcome to February 2, 2026

Cite or correct this record

Citation formatCitation text

Renewables and batteries will be 99.2% of new US capacity
Innermost Loop KB — secondary record
Reporting date: 2026-02-02
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-02-02-renewables-992pct-of-new-capacity
Claim: The EIA projects renewables and batteries will supply 99.2% of new US electric capacity in 2026, while Tesla achieved dry electrode production at scale and Waymo closed a round at $110 billion.
Attributed sources:
- Welcome to February 2, 2026 — https://theinnermostloop.substack.com/p/welcome-to-february-2-2026
This citation does not imply independent verification of linked-source claims.

Suggest a correction — opens a GitHub draft for you to review and submit.