Future (substantive) coal retirements likely on the horizon Our recent conversations with a wide range of industry stakeholders including environmental groups, regulated utilities, and independent power producers (public & private) highlighted the potential far-reaching consequences of the EPA’s Good Neighbor Plan and CSAPR Update. We examined the proposed rule changes and their potential impact on over 65GW of coal plants in the impacted 25 states: 33 GW with no announced retirement date, 15 GW with post-2026 retirements, and 19 GW with pre2026 retirements. Approximately half of the plants are owned by investor owned utilities, ~25% for IPPs (primarily Texas), and...