今年前八个月，美国新增发电装机容量26GW，略高于去年，其中光伏发电占3/4

Core Insights - The U.S. added nearly 26 GW of new power generation capacity in the first eight months of this year, a slight increase from approximately 23 GW during the same period last year, with renewable energy continuing to grow despite federal emphasis on fossil fuels and nuclear energy [1] - Solar power dominated the new installations, accounting for about three-quarters of the new capacity, totaling 19 GW, with 2.7 GW added in August alone [1][2] - The Federal Energy Regulatory Commission (FERC) has reapproved the Northeast Supply Enhancement project by Williams Companies, allowing the expansion of the Transco natural gas pipeline from New Jersey to New York, which has sparked controversy [1][3] Renewable Energy Growth - Solar power has consistently led new generation resources over the past two years, with 19 GW of new solar capacity representing about 75% of total new installations in the first eight months of this year [2] - Significant renewable energy projects that began operations in August include the 517 MW Outpost solar storage project in Texas, the 280 MW Gibson Solar project in Indiana, and the 254 MW expansion of the Roadrunner Crossing wind farm in Texas [2] - Wind energy follows solar as the second-largest source of renewable energy installations, with solar and wind together accounting for the majority of new capacity in August [2] Natural Gas Project Approval - FERC's reapproval of the Northeast Supply Enhancement project has raised concerns, as it allows for the construction and operation of the Transco natural gas pipeline expansion [3] - Several small natural gas generation units also came online in August, totaling 888 MW, including the 248 MW A.B. Brown expansion in Indiana and the 245 MW Pioneer expansion in North Dakota [3] Future Projections - FERC forecasts that by August 2028, renewable energy will account for nearly 84% of the 136 GW of "high probability new capacity," while natural gas will only represent about 15% [1][4] - Despite federal challenges, solar and wind continue to add more generation capacity than fossil fuels and nuclear energy, indicating a significant shift in the energy landscape [4]