I disagree that it's misleading. Net new seems equivalent to "new capacity" to me. The new non-renewable electric producers are mostly replacing retired fossil

I disagree that it's misleading. Net new seems equivalent to "new capacity" to me. The new non-renewable electric producers are mostly replacing retired fossil sources. I suspect a lot of the churn in fossil-based plants is from age as well as newer regulations. I do hope they subtracted out whatever amount of renewables were turned down, but I suspect it likely wasn't much (but I lack data).