Summary

• RRA forecasts approximately $1.3 trillion of aggregate capital expenditures for US energy utilities between 2026 and 2030.
• RRA's updated 2026 capex forecast represents an approximate 29% increase from roughly $200 billion spent in 2025.
• The elevated pace of capital expenditures over the next several years will require a commensurate level of regulatory engagement to secure timely cost recovery.

US investor-owned utilities are planning significant capital expenditures over the next five years, focusing on infrastructure modernization, reliability and new generation capacity to meet heightened energy demand from new large-load customers, particularly data centers.

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