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Wärtsilä to Supply the Engineering and Equipment to East Kentucky Power Cooperative for 217-MW Power Plant

LCG, August 27, 2025--Wärtsilä Energy announced yesterday an agreement with East Kentucky Power Cooperative (EKPC) to supply the engineering and equipment for a 217-MW power plant to be constructed in Liberty, Kentucky. The Wärtsilä equipment is scheduled for delivery in mid-2027, and the plant is expected to be commissioned in early 2028.

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TerraPower, Utah's Office of Energy Development, and Flagship Companies Sign MOU to Identify Sites for Advanced Nuclear Reactors

LCG, August 25, 2025--The Utah Office of Energy Development (OED), TerraPower and Flagship Companies announced today the signing of a Memorandum of Understanding (MOU) to explore the potential siting of a Natrium® nuclear reactor and energy storage plant in Utah. The MOU establishes a shared commitment to support advanced nuclear technologies to build Utah’s energy future and to prioritize reliability, economic growth and energy abundance.

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Industry News

EIA Analyzes Electric Generating Capacity Addition and Retirement Plans for 2025

LCG, August 20, 2025--The U.S. Energy Information Administration (EIA) today released its weekly "In-brief analysis" summarizing preliminary estimates of the nation's new electric generating capacity added in the first 6 months of 2025, together with preliminary estimates for the last half of the year. Similarly, planned capacity retirements in 2025 are addressed.

According to the EIA analysis, developers added 12 GW of new utility-scale solar electric generating capacity during the first half of 2025, with plans to add another 21 GW in the second half of the year. Given the plans are achieved, solar would account for more than half of the 64 GW that developers plan to bring online this year. For the year, battery storage places a distant second, adding a total of 18.3 GW. Wind trails with 7.8 GW in total by year-end, and natural gas power plant capacity additions for the year total just 4.7 GW. Combining the intermittent solar and wind capacity additions leads to about 65 percent of the 2025 total capacity additions being intermittent resources, 7 percent dispatchable natural gas facilities, and 28 percent battery energy storage systems (BESS).

If developers achieve their plans to complete all 64 GW of capacity additions this year, they would set a new national record. The current record for was set in 2002, when developers added 58 GW to the grid, of which 57 GW was fueled by natural gas. If solar photovoltaic and BESS capacity addition plans are achieved in 2025, both technologies will set new records for capacity additions.

The significant growth of solar and BESS additions is largely occurring in Texas. Approximately 3.2 GW (27 percent) of the solar capacity added through June is in Texas, where developers plan to add another 9.7 GW of solar online by year-end. Last year, Texas surpassed California as the state with the most utility-scale solar capacity.

BESS accounted for the second-largest share of capacity additions in the first half of this year, with 5.9 GW (26 percent) of capacity, about half of which was in Arizona or California. This year in Texas, developers plan to complete a total of 7.0 GW of BESS, with much of the capacity coming online in the second half of the year.

With respect to generating capacity retirements, the EIA concludes that developers retired relatively little generating capacity in the first half of 2025. Of the 8.7 GW of electric generating capacity that U.S. operators plan to retire during 2025, only 2.0 GW was retired in the first half of the year. Relative to the planned 2025 capacity retirements reported at the beginning of the year, more than 3.6 GW of capacity has now been delayed or canceled, including plans to retire the coal-fired Units 1 and 2 of Brandon Shores (1.3 GW) and oil-fired Units 3 and 4 of Herbert A Wagner (0.7 GW) in Maryland, plus the natural gas-fired Units 1, 2, and 3 of the V H Braunig plant (0.9 GW) in Texas. If current retirement intentions are realized, coal-fired power plants will account for 71% of the retired capacity this year, followed by natural gas (19%).
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