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FERC Proposes NEPA Revisions to Streamline Air Quality Analyses and Accelerate Natural Gas Projects

LCG, October 16, 2026--The Federal Energy Regulatory Commission (FERC) announced on Thursday its new proposal to revise and accelerate its review of air quality effects for proposed natural gas projects under the National Environmental Policy Act (NEPA). The draft policy statement highlights revisions designed to (i) avoid unnecessary delays and duplicative analysis and (ii) deliver greater regulatory certainty and a streamlined path forward for project applicants.

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AEP Announces 702-MW Bloom Fuel Cell Project to Serve Google in Wyoming

LCG, October 14, 2026--American Electric Power (AEP) today announced plans for a 20-year power purchase agreement (PPA) with Google, under which AEP will invest approximately $4 billion to advance a new 702-MW fuel cell generation project located near Cheyenne, Wyoming. Google will acquire power from Cheyenne Fuel Cell, LLC, which is approximately 92 percent owned and controlled by AEP and 8 percent owned by funds advised by Basalt Infrastructure Partners, LLP. AEP and its partners plan to start construction this year and to be fully operational by the end of 2028.

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Industry News

Restraints against Foreign Uranium Worry Carolinas

LCG, Jan. 24, 2001In a letter to the U.S. Department of Commerce, members of the Congressional delegations of North and South Carolina say that if a petition by U.S. Enrichment Corp., the only American supplier of fuel for nuclear power plants, is granted it could mean higher fuel costs for U.S. nuclear power plants.

More than half of South Carolina's electricity is generated in nuclear power plants, and almost a third of North Carolina's.

In a letter released yesterday, the lawmakers say that if USEC wins its trade complaint against Urenco, a British-Dutch-German consortium, and Eurodif of France it "would only serve to raise costs for utilities and consumers at a time when U.S. energy costs are rising."

The letter was signed by South Carolina Reps. Lindsey Graham and Jim DeMint, both Republicans, and John Spratt, a Democrat. North Carolina Reps. Richard Burr, Sue Myrick and Howard Coble, all Republicans, also signed the document.

The ITC, in a preliminary finding, agreed with USEC that it has been injured or faces the threat of injury from uranium sale by the European companies. The Commerce Department will now consider whether European governments have unfairly subsidized Urenco and Eurodif.

USEC is the world's leading source of enriched uranium fuel for nuclear power plants, but has suffered financially recently from an ill-starred contract to process and sell uranium recovered from Soviet weapons.

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