NRG · 10-Q · 2026Q2 · Full report
Generation Capacity Expansion
NRG ENERGY, INC. · 2026-08-04 · Importance 31 · Surprise 42 · In source text
As of June 30, 2026, NRG operated approximately 25 GW of competitive power generation, including approximately 13 GW from the LSP portfolio, and maintained a natural-gas portfolio serving approximately 1,900 MMDth annually. The company plans to meet load growth through the Texas Development Projects, contract-backed generation and related infrastructure, strategic partnerships with equipment manufacturers and engineering, procurement, and construction companies, and increased capacity at existing facilities. The LSP operations were integrated into NRG’s segment structure in the first quarter of 2026, increasing scale and portfolio optimization.
Key facts
- T.H. Wharton generation facility includes a 1,002 MW natural gas-fueled plant and an additional 415 MW natural gas-fueled peaker plant, which achieved commercial operation in May 2026. source
- Cedar Bayou 5 and Greens Bayou 6 are currently under construction. source
- NRG achieved commercial operations at its first TEF project, the 415 MW T.H. Wharton facility, in May 2026. source
- Acquisition doubles NRG’s generation capacity with the addition of natural gas-fired and dual fuel facilities totaling approximately [redacted] GW located across nine states (text states 'doubles' and 'nine'). source
- Commercial operations at T.H. Wharton commenced on May 26, 2026. source
- As of June 30, 2026, the Company’s core power and natural gas business consisted of approximately 25 GW of competitive power generation, including approximately 13 GW from the LSP portfolio. source
- GWh generated for the six months ended June 30, 2026: Coal 8,857 GWh; Gas 11,619 GWh; Total 20,497 GWh source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | T.H. Wharton generation facility includes a 1,002 MW natural gas-fueled plant and an additional 415 MW natural gas-fueled peaker plant,… |