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SPP's Western Expansion Set for Implementation on April 1

LCG, March 13, 2026--The Southwest Power Pool (SPP) announced yesterday that leaders from the participating organizations voted unanimously to proceed as planned with expanding its regional transmission organization (RTO) services into the Western Interconnection. SPP sees the decision to proceed as planned as a strong signal of confidence as SPP and its partner utilities prepare for this key milestone, which will occur overnight between March 31 and April 1.

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Entergy Estimates Customer Savings of $5B from "Fair Share Plus" Data Center Agreements

LCG, March 6, 2026--Entergy yesterday announced approximately $5 billion in total savings for 2.3 million customers in Arkansas, Louisiana and Mississippi resulting from data center customer agreements in those states. Entergy, which completed its first data center customer agreement in 2024, projects the customer savings over the next 20 years and after the regulatory approval or acknowledgement of the public service commissions in those states.

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Industry News

EIA Issues Summary of Planned Power Generation Retirements for 2025

LCG, February 25, 2025--The EIA today issued an analysis of planned utility-scale power generation retirements in 2025. Total retirements for the U.S. are estimated to be 12.3 GW, a significant increase relative to 2024, when 7.5 GW of capacity was retired.

In 2025, planned coal-fired electric generation capacity retirements total 8.1 GW, which accounts for two-thirds of planned retirements (66%), followed by natural gas-fired (21%) and petroleum-fired (13%) facilities.

The largest planned coal plant retirement for 2025 is the 1,800-MW Intermountain Power Project (IPP) in Utah, where an 840-MW natural gas (and hydrogen) fueled combined-cycle power block is planned to commence operations this summer. Two other planned large coal plant retirements are J H Campbell (1,331 MW) in Michigan and Brandon Shores (1,273 MW) in Maryland.

Natural gas-fired planned unit retirements in 2025 are primarily simple-cycle turbine units, which have a low efficiency. In addition, old, inefficient steam units, like V H Braunig Units 1, 2, and 3 (859 MW) in Texas and Eddystone Units 3 and 4 (760 MW) in Pennsylvania, are planned for retirement in 2025.

Looking into the future, planned retirements are not necessarily a given. For example, Georgia Power, a Southern Company subsidiary, recently filed its 2025 Integrated Resource Plan (IRP) with the Georgia Public Service Commission (PSC). To maintain reliable and economical electric service, Georgia Power stated it must continue to invest in its foundational resources, which includes continuing the operation of coal-fired Plant Bowen Units 1-4, and extending the operation of approximately 1,100 MW at Plants Scherer (coal-fired) and Gaston (natural gas-fired) beyond the previous target of December 31, 2028 to 2034 or later.

The uncertainty in unit retirements has increased in part due to the election results and the new Administration, which has goals to demonstrate national energy dominance, reduce regulatory hurdles and accelerate growth in the U.S. economy (which would increase the demand for electricity). Furthermore, the new Administration supports the development and production of fossil fuels and may reduce support to renewable power.
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