Fossil Fuels

EIA
Record 86 GW of Generation Additions Projected in 2026
The EIA released a report that said a record 86 GW of utility-scale capacity is projected to be added to the grid in 2026, which if true, would far outpace the 53 GW of capacity added in 2025.
Oklahoma Municipal Power Authority
EPA Repeals 2024 MATS Updates for Coal Plants
EPA revoked its 2024 updates to the MATS rules, which included regulation of non-mercury emissions and monitoring equipment requirements for all covered power plants.
BloombergNEF
Report Touts U.S. Sustainable Energy Despite Volatile Policies
The annual status report from the Business Council for Sustainable Energy finds sustainable energy met rising U.S. power demands in 2025 despite the far-reaching policy shifts roiling the sector.
Windy.com
Navigating Extreme Winter Storms: A System-of-systems Perspective
With Winter Storm Fern, we learned, once again, that our nation’s power grids rely on a significant fossil mix when the weather turns nasty, writes columnist Peter Kelly-Detwiler.
Eversource Energy
Eversource Adds $2.3B to 5-Year Capital Investment Plan
Eversource Energy increased its five-year capital investment plan by $2.3 billion, an increase largely driven by investments in its gas and electric distribution systems.
TVA
TVA Cancels Decisions to Close 2 Coal Plants, Cites Growing Demand, Trump Tone
The Tennessee Valley Authority revoked its previous decision to wind down operations at two of its coal plants, citing upward demand and the Trump administration’s coal-friendly posture.
National Grid
Conflict Brewing over Gas Transition in Massachusetts
In Massachusetts, a state with some of the most ambitious decarbonization policies in the country, fundamental disagreements between utilities and consumer advocates threaten to derail the transition from natural gas before it even gets off the ground.
Yes Energy
Cleanview: Data Centers’ Speed-to-market Goals Lead to Inefficient Gas Generation
Cleanview released a report putting numbers to a trend where many hyperscale data center developers are building dirtier, more quickly available generation to cash in on the AI boom.
NextEra Energy
NextEra Reports Sharp Growth in Generation Portfolio, Backlog
NextEra Energy Resources brought 7.2 GW of new generation and storage into operation and added 13.5 GW to its backlog in 2025.
DOE
DOE to Restructure or Eliminate $83 Billion in Biden-era Loans
The U.S. Department of Energy said it is restructuring, revising or eliminating more than $83 billion in loans and conditional commitments issued under the Biden administration.

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