SynMax Research:
Here is our monthly summary of the latest EIA-860M update. This month, we identified 10 GW of new projects, with Texas leading at nearly 5 GW, followed by Arizona at 1 GW. Solar projects account for over 5 GW of this total, with gas projects following at over 3 GW. This represents the largest volume of January additions since 2016.
Just over 800 MW were canceled this month, primarily in the solar sector. The largest was EDF’s Walleye Solar (Sandow II) in Texas at 369 MW.
Meanwhile, "Ghost Plant" updates saw nearly 850 MW added to the EIA-860M with operational status—over 575 MW of which were battery projects. Notably, over 740 MW became operational in 2025.
AI Agent Insights I tasked our agent with generating its own analysis of the update.
- Query: “Create a dashboard to compare the latest EIA-860M January 2026 vs. December 2025”
- View Results: https://agents.synmax.com/public/dashboard/bb480af9205aa2bd454611eb204c4426e64af635177faa7e87f325c73f47ef17 (Clients can import the dashboard with API key)
Through the context and skills files I’ve been refining, the agent correctly identified that project timing is a critical variable. It also highlighted a table of project status changes, noting that "U to V" (Under Construction <50 to >50) is the most common transition. The agent also tracked startup date changes, ranking projects from most to least delayed.
Monitoring & Coverage
Every month, we review our coverage to ensure we maintain at least 80% monitoring. Regardless of satellite coverage, all power projects are processed through our proprietary forecasting and ranking system. Satellite monitoring provides higher precision and boosts a project's ranking once construction is visually confirmed.
If you are a client, feel free to request specific projects for monitoring. We will add them to our queue whenever possible or provide feedback on why a specific site may be restricted.
