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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

California Supply Situation Could Deteriorate Quickly

LCG, Apr. 9, 2003--Testimony by the head of the California Independent System Operator (ISO) and others before a House Government Reform subcommittee Tuesday indicated that while California's power supply appears adequate for the approaching summer, uncertainty still looms, and could be exacerbated by better economic conditions.

Terry Winter said that if the economy does not accelerate quickly, supply might be sufficient to guard against shortages until 2006 and 2007. Nonethless, given the possibility that Silicon Valley's economy will pick up by next year, Winter said he had "considerable concerns." Another witness, George Fraser of the Northern California Power Agency, noted that changes proposed by the ISO to remake California's power market structure were advancing towards implementation slowly, and did not have provisions for encouraging new transmission investment.

Legislation was to be announced today by members of the state legislature, including Senate President Pro Tem John Burton, D-San Francisco, that would dismantle key features of AB 1890, and undo the state's "failed experiment with energy deregulation." Besides the risks posed by reluctance to invest in new generation and transmission, California's supply situation is affected by runoff for hydro. If dry conditions were to suppress power generation from that source, the subcommittee Chairman Doug Ose, R-Sacramento noted, "we could be getting into trouble in 2005, 2004 with bad weather."

The Federal Energy Regulatory Commission's chairman, Pat Wood III, said that not just wholesale but retail changes in regulations, and price-responsive conservation from businesses and consumers, would be needed while investment improves the excess of supply relative to demand.
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