Regrettably, the authority you crave (linked reports) are paywalled.

https://www.woodmac.com/reports/power-markets-north-america-...

Here's a prior take on this topic:

The big stories from the last year in electricity [2026-04] https://www.volts.wtf/p/the-big-stories-from-the-last-year

Global Electricity Review 2026 https://ember-energy.org/latest-insights/global-electricity-...

TLDR: Every where but some parts of the USA, solar + battery is the cheapest source of new power generation. Tariffs and subsidies continue to prop up gas generation. 40% YOY drop in battery prices!? Solar + battery is still on the cost learning curve (no where near plateau), whereas gas (extraction, turbines, etc) plateaued a while back.

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That episode (and Ember's report) looks back at 2025.

So it couldn't account for this year's increased prices and volatility for gas, or data centers increasing the demand for gas turbines.

Globally, solar + battery adoption continues to accelerate. In the USA, big tech forfeited their climate pledges (choosing to use gas) and new solar + battery continues to be blocked by our constipated connection queue (to the grid).