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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

Western Resources, PNM Break Off Merger Talks

LCG, Aug. 14, 2001--Public Service Co. of New Mexico announced that talks with Western Resources Inc. on their proposed $4.4 billion agreement have broken off, but added that the deal isn't dead and the companies will try to resolve their differences.

PNM said in a news release yesterday that the two companies "are in disagreement about the future of the transaction" but Jeff Sterba, the company's chief executive, said "PNM remains committed to the strategic benefits of bringing the two companies' electric operations together."

Western Resources issued a statement saying that PNM's "characterization" that the Kansas company had broken off the talks was wrong. "We have continually expressed our willingness to work with PNM and believe the current transaction can be completed without significant modification of the economic terms," said David Wittig, Western's chief executive.

Recent rulings by the Kansas Corporation Commission appear to be the fly in the ointment. In one ruling last month, the commission blocked Western's restructuring plan, which would have split its regulated electric utilities off from its unregulated business. Western says the restructuring is an essential part of the merger. In another ruling, the regulators denied a $151 million rate increase for the regulated utilities.

Sterba agreed that the rulings were at the heart of the problem. "We continue to believe that the merger agreement with Western, as currently structured, cannot be consummated if the KCC orders stand and the KCC's expressed concerns are not addressed by Western," he said.

Western's two utilities, Kansas Power & Light Co. and Kansas Gas & Electric Co., serve 636,000 customers in the Sunflower State. Together, they are the state's largest electric company.

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