Vedeni Energy’s Deep Dive
Much of the utility leadership conversation lately has centered on a simple fact: plants once slated for retirement are still operating because Washington ordered them to remain available. That may sound like a legal story, but inside a utility, it is first and foremost a management story. The Department of Energy has continued to use Section 202(c) emergency authority to keep certain coal and gas units available beyond their planned retirement dates. In 2026 alone, DOE orders have covered plants in Pennsylvania, Michigan, Indiana, Washington, Colorado, Maryland, and Puerto Rico. On May 21, DOE issued one order keeping Eddystone Units 3 and 4 available through August 22 and another keeping Wagner Unit 4 available through August 19. Days earlier, DOE also authorized PJM to use backup generation at data centers and other major sites as a last resort before rolling blackouts.
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