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POWER Magazine•about 1 month ago

Gas Turbine Supply Chain Bottlenecks Could Reshape the Generation Mix in 2030 and Beyond

•Significant gas turbine supply chain bottlenecks are causing backlogs extending years, severely impacting new project timelines for dispatchable capacity.
•Utilities are scrambling to secure reliable power, indicating potential market tightness and increased costs for firm capacity.
•The supply chain crisis is projected to reshape the generation mix in 2030 and beyond, suggesting a shift away from new gas turbine reliance and towards alternative dispatchable solutions.

simple-cycle

POWER Magazine•about 1 month ago

Vistra to Bolster Gas-Fired Fleet by 5.5 GW With $4B Cogentrix Acquisition

•Vistra Corp. is acquiring Cogentrix Energy for $4 billion, adding 5.5 GW of modern natural gas generation to its portfolio.
•The acquisition expands Vistra's operational footprint across key competitive markets: PJM Interconnection, ISO New England, and ERCOT.
•This significant M&A activity signals a strategic investment in dispatchable thermal generation, impacting capacity market dynamics and grid reliability for large power consumers and IPPs in these regions.

simple-cycle

CleanTechnica•about 1 month ago

Trump EPA Finalizes Weak Rule to Reduce Dangerous Air Pollution from New Gas-Burning Power Plants, Ignores Health Benefits and Lives Saved from Pollution Reduction

•The Trump EPA finalized a rule under the Clean Air Act, establishing new, less stringent nitrogen oxide (NOx) emission limits for new gas-burning turbines in power plants and industrial facilities.
•This rule is described as 'weak,' indicating a reduced regulatory burden and potentially lower compliance costs for developers and IPPs considering new natural gas generation projects.
•Less stringent emission standards could make new gas-fired power plants comparatively more attractive or cost-effective to build, potentially influencing future generation mix and capacity market dynamics.

simple-cycle

Utility Dive•about 1 month ago

EPA final rule on NOx limits emphasizes cost savings to turbine owners

•The EPA's final rule on NOx limits is nearly 90% less stringent than the previous Biden-era proposal, significantly easing environmental compliance for gas turbine owners.
•The agency explicitly prioritized cost savings for turbine owners, opting not to assess the economic benefits of improved public health from NOx reductions.
•This regulatory change could reduce operational expenses for gas-fired power plants, potentially impacting wholesale power prices and the economic viability of existing and new gas generation assets for developers and large power consumers.

simple-cycle

CleanTechnica•about 1 month ago

Sierra Club Nebraska Statement on Forced Outage at Aging OPPD Coal Plant

•An aging OPPD North Omaha coal plant unit experienced a forced outage due to a steam tube failure, highlighting the increasing reliability risks of legacy fossil assets.
•This event, occurring in Nebraska (likely SPP territory), could impact local energy and capacity markets, potentially increasing prices or reliance on other generation.
•The Sierra Club is leveraging the outage to advocate for accelerated coal plant retirements, signaling growing environmental and regulatory pressure on aging coal infrastructure and creating opportunities for new capacity development.

simple-cycle

CleanTechnica•about 2 months ago

EPA Rejects Colorado’s Regional Haze Plan, Including Coal Plant Retirement Dates

•The Trump Administration's EPA rejected Colorado's Regional Haze State Implementation Plan (SIP).
•The disapproved SIP included specific retirement deadlines for coal-fired power plants in Colorado.
•This federal action prolongs the operational life of existing coal assets, creating regulatory uncertainty for new generation development.

simple-cycle

POWER Magazine•about 2 months ago

Constellation Completes Acquisition of Calpine; Groups Have 55 GW of Generation Capacity

•Constellation completed its $26.6 billion acquisition of Calpine, creating the nation's largest electricity producer with a combined 55 GW of generation capacity.
•The merger integrates Constellation's nuclear power fleet with Calpine's natural gas-fired and geothermal assets, resulting in a highly diversified generation portfolio.
•This M&A event signifies increased market concentration and creates a formidable, diversified player for developers seeking PPA off-takers or competing for new projects, and for large loads seeking stable, diversified supply.

simple-cycle

POWER Magazine•about 2 months ago

Power Plant Services: Strategies for Reliability, Efficiency, and Flexibility

•The article likely emphasizes the critical role of advanced power plant services (e.g., O&M, upgrades, digital solutions) in optimizing existing generation assets for enhanced grid reliability and operational efficiency.
•Strategies for achieving greater plant flexibility are explored, addressing the increasing need for rapid ramp rates and load following capabilities in a renewables-heavy grid.
•For developers and IPPs, understanding these service strategies is crucial for long-term asset management, extending plant life, and ensuring economic viability amidst evolving market demands and regulatory pressures.

simple-cycle

Utility Dive•about 2 months ago

The next-gen retail energy mix: Aligning supply portfolios with customer expectations

•Retail energy providers are shifting from basic kWh sales to sophisticated portfolio management, driven by evolving grid realities and specific customer demands for value-aligned energy.
•This transition creates new market opportunities for developers of diverse, flexible, and potentially cleaner generation assets that can meet tailored customer expectations (e.g., 24/7 clean power, reliability).
•Large power consumers, including datacenters, are key drivers of these 'next-gen' expectations, demanding customized energy solutions that integrate sustainability, resilience, and cost-effectiveness.

simple-cycle

CleanTechnica•about 2 months ago

Hyundai Showcases AI Robotics & RoboTaxi That Could Grow EV Sales

•Hyundai's CES 2026 showcase of AI robotics and RoboTaxis signals a future trajectory of accelerated EV adoption and autonomous vehicle deployment.
•This technological push is expected to significantly increase electricity demand, particularly for EV charging infrastructure and potentially industrial automation.
•Power developers and IPPs should anticipate growing opportunities for new generation capacity (including renewables and flexible dispatchable power) and grid infrastructure investments to meet this demand.

simple-cycle

POWER Magazine•about 2 months ago

Power Generation in the Age of AI: Year-End 2025 Outlook

•Early 2020 expectations included continued compounding growth in renewable energy capacity.
•Thermal generation capacity was projected to continue retiring, though at a decelerated pace.
•Markets were anticipated to evolve to better compensate flexible generation assets.

simple-cycle

CleanTechnica•about 2 months ago

Massive Solar Plus Storage Facility To Replace Both Coal And Natural Gas

•A massive solar-plus-storage expansion is announced for the Sherco Solar power plant in Minnesota.
•This project is explicitly designed to replace both existing coal and natural gas generation capacity.
•The announcement highlights the growing trend of large-scale, hybrid renewable energy solutions directly displacing fossil fuel assets on the grid.

simple-cycle

Utility Dive•2 months ago

Hybrid heating: A bridge to decarbonization or a road to obsolescence for gas utilities?

•Hybrid heating (heat pumps combined with gas furnaces) is presented as a key strategy to manage winter electricity peaks, reduce overall energy costs for consumers, and lower carbon emissions.
•This approach directly impacts electricity demand profiles by potentially flattening winter peaks and shifting load from gas to electricity, affecting both gas utility revenues and grid stability.
•Successful deployment requires well-structured regulatory frameworks and cost-recovery mechanisms, indicating a need for policy engagement and potential new utility programs that IPPs and large consumers should monitor.

simple-cycle

Utility Dive•2 months ago

Turing test-inspired tool compares virtual power plants to gas peakers

•EnergyHub's "Huels test" proposes a standard for Virtual Power Plants (VPPs) to demonstrate operational equivalence to gas peaker plants.
•To pass the test, VPPs must match the visibility, schedulability, and availability characteristics of traditional peakers.
•This initiative signals a growing expectation for VPPs to provide reliable, dispatchable grid services, directly competing with fossil fuel generation.

simple-cycle

POWER Magazine•2 months ago

Texas Utility Turns to Fast-Start Reciprocating Engines for Grid Stability

•Greenville Electric Utility System (GEUS) is building a 104-MW power plant in Texas, utilizing 11 Jenbacher J920 FleXtra reciprocating engines, marking the largest U.S. installation of this model.
•The project, scheduled for commissioning in Summer 2027, highlights a growing utility trend towards fast-start, flexible generation assets to enhance grid stability and respond rapidly to demand fluctuations.
•This significant investment in dispatchable, quick-response generation signals market value for reliability and capacity, particularly beneficial for developers seeking to integrate intermittent renewables and large power consumers requiring stable supply.

simple-cycle

Utility Dive•3 months ago

GE Vernova expects to end 2025 with an 80-GW gas turbine backlog that stretches into 2029

•GE Vernova anticipates an 80 GW gas turbine backlog by the end of 2025, with deliveries extending into 2029.
•Gas turbine reservations are expected to be fully booked through 2030 by the end of 2026, indicating extremely long lead times for new equipment.
•This strong demand for gas turbines suggests a tightening market for dispatchable generation, potentially leading to higher equipment costs and project delays for developers.

simple-cycle

POWER Magazine•3 months ago

Idaho Utility Celebrates 125 Years, Brings New Peaker Plant Online

•Idaho Falls Power, a utility celebrating 125 years, has formally launched a new natural gas-fired peaking generation plant.
•The new peaker plant, brought online on December 4th, represents a significant investment in local grid reliability and capacity.
•This project highlights the ongoing role of dispatchable thermal generation in meeting peak demand for utilities and large power consumers.

simple-cycle

CleanTechnica•3 months ago

Groups File Lawsuit Challenging Trump EPA Final Rule That Delays Methane Pollution Protections from Oil and Gas Industry

•A coalition of environmental groups has filed a lawsuit challenging a Trump EPA final rule that delays methane pollution protections for the oil and gas industry.
•This legal action introduces significant regulatory uncertainty for natural gas producers and, consequently, for power generators relying on natural gas (e.g., CCGT and simple-cycle plants).
•For developers and large power consumers, the outcome of this lawsuit could impact future natural gas prices, compliance costs for gas-fired assets, and the long-term viability of natural gas as a primary fuel source, potentially accelerating the shift towards lower-emission alternatives.

simple-cycle

CleanTechnica•3 months ago

Geopolitical Developments Contribute to Elevated Diesel Prices

•Global refinery margins for diesel have reached their highest point this year, signaling significant price increases.
•The primary drivers are refinery outages in Russia and the Middle East, compounded by new sanctions on Russian crude oil.
•These factors are leading to limited global refinery production and a decreased supply of diesel.

simple-cycle

Utility Dive•3 months ago

US added 2 GW of solar in September, putting 2025 ahead of 2024 for new solar generation

•US solar additions reached 2 GW in September, positioning 2025's new solar generation ahead of 2024's pace.
•Solar accounts for 75% of new generation installed this year, significantly outpacing wind (13%) and gas (11%).
•This sustained solar growth signals continued development opportunities and potential for lower daytime energy prices for large power consumers.

simple-cycle