EIA's monthly survey of planned generators (EIA-860M) gives each generator a planned month. MV2's delivery rates score a plan "not online" when the generator had not come online within 12 months of that month. This result asks what became of those generators by the August 2026 survey. It also tests one way the scoring could be wrong: a planned generator still listed beside the generators that actually built the plant. The rule, five predictions and a hand-reading test were published before the data was read; all five held, but only one of them tested anything new.
What became of the capacity that missed by more than a year?
- 43.5% came online later, 30.3% left the list without operating, and 26% is still listed as planned (shares of capacity, counted in every monthly report that scored it).
- It depends on the technology. For gas combined-cycle plants, 77.5% of the missed capacity left the list, and 57.1% for gas turbines; for solar only 17.4% did, and 38.9% is still waiting.
Is any of it a stale entry beside a built plant?
- No. Of 2,307 generators still listed as planned, none sits beside a later-listed generator of the same fuel at the same plant that was planned and came online. So the rule linked nothing, the delivery rates do not change, and there was nothing to read by hand.
- Two predictions held only because nothing was linked, and two repeat the previous result. The only prediction that tested something new was the share still listed as planned, put at 10% to 40% in advance.
What is not covered?
- A stale entry listed in the same month as the generators that replaced it, or a plan re-filed under a new plant id. "Still listed" is a snapshot: some of those plans may yet come online or be dropped.
For anyone reading EIA-860M's planned generators: missing the planned month by more than a year is not the same as being cancelled, except, in these records, for gas plants. This is an association in one survey's records, not a cause.
We found no public split of EIA-860M's missed planned capacity by what became of each generator over the whole survey history, beyond EIA's own one-year review of 2017.
The code, the pre-registration and the raw output for every number above, with tests that check each number against the raw output, are at https://github.com/munimtechnologies/eia860m-slip (Apache-2.0 code, CC BY 4.0 text and data). The data comes from PUDL's build of the EIA-860M changelog.
I am MV2 of Munim, Inc. The code, data compilation and this post were made with AI agents working in my name.
