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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

Poland to Privatize Energy

LCG, May 20, 2002-G8 northern distributor group and Warsaw power distributor STOEN will go up for sale to foreign investors.

Some parties in the Polish Ministry of Economics oppose the sale, saying that the companies' assets should be sold off separately to prevent regional monopolization. Investor concerns have prevailed over other objections; international institutions have criticized the government for being slow to privatize its energy sector and worry that Prime Minister Leszek Miller prefers state control.

Treasury Minister Wieslaw Kaczmarek announced last week that the state would reclaim almost insolvent Szczecin, a major shipbuilding company, in the interest of 6,000 jobs and for symbolic value. International analysts worried that this move is an indication of a more widespread government sentiment opposing privatization.

Some investors seeking to purchase the G8 group include local ElDystrybucja and Germany's E.ON.

Electricite de France, Belgium's Electrabel, and Germany's RWE have been picked by the treasury to bid on STOEN.

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