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U.S. Coal-fired Generating Capacity Retirements in 2025 Are Less Than 20 Percent of Retirements in 2022

LCG, April 13, 2026--The EIA today released an "In-brief Analysis" of U.S. coal-fired generating capacity retirements in 2025. A highlight of the analysis is that, during 2025, the electric power sector retired 2.6 GW of coal-fired generating capacity at four power plants, which is (i) the least since 2010 and (ii) 5.9 GW less than the planned retirement of 8.5 GW at the beginning of 2025.

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EPA Proposes Rule Changes to Coal Combustion Residuals (CCR) Requirements to Restore American Energy Dominance

LCG, April 10, 2026--The U.S. Environmental Protection Agency (EPA) announced yesterday a rule proposing several revisions to the federal regulations governing the disposal of coal combustion residuals (CCR) and the beneficial use of CCR. The EPA designed the rule to encourage resource recovery, allow for site-specific considerations in permitting, and provide regulatory relief while continuing to protect human health and the environment. The EPA will be accepting comments on the rule for 60 days after publication in the Federal Register, and it will also hold an online public hearing on the rule.

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Industry News

Gemma Power Systems Receives Notice to Proceed on a 1.2-GW Power Project in Texas

LCG, April 8, 2025--Gemma Power Systems (“Gemma”), a wholly owned subsidiary of Argan, Inc. (“Argan”), has received a notice to proceed on its previously announced engineering, procurement and construction (“EPC”) services contract with Sandow Lakes Energy Company, LLC (“SLEC”) for a 1.2-GW power plant in Lee County, Texas. Construction of the natural gas-fired, combined cycle facility is scheduled to commence this summer, with an expected project completion date in 2028.

SLEC announced its plans to build the new electric generating facility earlier this year. The combined cycle facility will be developed and owned by a SLEC subsidiary and will operate within the Electric Reliability Council of Texas (“ERCOT”). The 1,200-MW project is located near a 24-inch tap off the Matterhorn Natural Gas Pipeline, and the new facility will add significant dispatchable generating capacity to the region.

Gemma's CEO stated, “We’re thrilled to move forward with SLEC on this major power project. Their strong development efforts set the stage for success, and we look forward to working together. Expanding power infrastructure is essential to meeting rising energy demands, and our team is dedicated to delivering exceptional results.”

SLEC previously executed an agreement with Siemens Energy to reserve manufacturing slots for two SGT6-9000HL gas turbines to be installed at the new combined cycle facility. The SGT6-9000HL is one of the most technologically advanced gas turbines in the world, featuring high power output, excellent fuel efficiency, and the capability of operating on hydrogen with only minor modifications to the equipment.

The Sandow Lakes project location was formerly the site of a 1950s-era integrated industrial enterprise that included 1,200-MW of coal-fired generating capacity. The legacy coal facilities and industrial facilities are in the process of being partially demolished and repurposed, paving the way for the clean-burning, natural gas-fired facility. Texas State Representative Stan Gerdes, in whose House District the development sits, previously commented, “For the citizens of this region, losing Alcoa after 6 decades of manufacturing was a blow to the entire region. But with the advent of Sandow Lakes, the folks living here have renewed enthusiasm for the area, their families and for the future.”
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