TVA Forecasts Needing Another 26 GW of Gas-Fired Power by 2040

The Tennessee Valley Authority's preliminary 2026 Integrated Resource Plan calls for adding 7 to 26 GW of natural gas capacity through 2040, citing load growth—driven largely by data centers and AI—that already outpaces its reference forecast and approaches its higher-growth scenario. TVA also plans up to 5 GW of nuclear, 1-5 GW of storage, 2-5 GW of unreliable renewables, and 2-3 GW of efficiency and demand response. It recommends pursuing solar while suspending wind, extending nuclear licenses, and continuing to operate its coal fleet.

---

To view this content, log into your member account. (Not a member? Join Today!)