This month's EIA-860M update has added 37 new projects, totaling over 2.6 GW of capacity. Over 40% of this new capacity is solar, with the remaining additions split between wind and battery storage. Notably, there were very few new gas assets. The leading states for these additions were California (764 MW), Colorado (608 MW), Texas (550 MW), and Pennsylvania (317 MW).
Discrepancies in Project Status
One interesting addition was a 603 MW wind project in Colorado, with an expected online date of August 2025. However, the reported status for this project was "U," indicating it is less than 50% complete. The discrepancy between the status and the online date highlights a key challenge in traditional data sources—and demonstrates the added value of our Vulcan platform, which provides timely, verifiable project insights.
68982 Singing Grass Wind, Kit Carson County CO, 603 MW Wind
EIA Online: 8/2025, Vulcan Earliest Online: 12/24/2025, Vulcan Latest Online: 1/17/2030
Land Cleared – 7/22/2025
"Ghost Plants"
We also identified 37 new "ghost plants" this month, which are projects that appear in the EIA-860M as already operational for the first time. The majority of these ghost plants were small solar facilities of 5 MW or less.
Project Cancellations and Retirements
Additionally, a total of 372 MW of projects were canceled. Most of these had a relatively low ranking, with the exception of the 200 MW Peeler solar plant in Texas, which has been in the EIA-860M since August 2022.
The amount of retirement was over 900 MW. With two 192 MW gas units in Illinois retiring – likely being replaced with a more advanced gas plant setup.
Online Generation
In the latest EIA 860M June 2025, a total of 4.5 GW of new generation came online, with solar and battery storage accounting for the majority of additions.
June is a popular month for new generation to come online, allowing it to take advantage of the summer peaks in July and August. This year's June additions were similar to last year's, and the monthly average of 3.8 GW aligns with the V2 forecast available to our clients.
This Week's Highlights
3617314 Jeffersonville CMH205 Data Center Campus, Fayette County OH
12, 100 MW Units, DCI startup: 9/15/2026, DCII startup: 12/9/2026
Vulcan Earliest Online: 7/11/2026
Clients receive detailed information on all of these changes and more, going beyond this high-level summary. In addition, clients have access to private monitoring. If you have a specific project, existing data center, or a unique use case requiring visual monitoring that we currently don't cover, we can add it for you. This service eliminates the need for you to hire an image analyst, learn satellite vendor systems, or develop your own capture and analysis workflows – we handle it all. Just like with our other Vulcan products, we'll provide key dates and inform you of changes weekly just for you.