Financial Services Power & Renewables

70+ GW of retired coal capacity holds key to fast-track clean power

Repowering legacy sites with gas, nuclear and geothermal could unlock firm, low-carbon energy faster by bypassing interconnection bottlenecks and greenfield delays

byEnverus

CALGARY, Alberta (August 13, 2025) — Enverus Intelligence® Research (EIR), a subsidiary of Enverus, the most trusted energy-dedicated SaaS company that leverages Generative AI across its solutions, has released a report on repowering retired coal plants in order to accelerate clean, dispatchable capacity deployment. By leveraging existing infrastructure and interconnection access, bypassing greenfield delays dramatically shortens timelines and reduces permitting risk, making repowering a pragmatic bridge to a cleaner, more resilient grid. In the report, EIR identifies operators that hold highly strategic coal portfolios, with repowering potential unlocking hidden grid value and investment upside.

The technology selection hinges on regional and regulatory fit — natural gas repowers are fast and proven, while nuclear and enhanced geothermal systems (EGS) offer greater long-term upside if siting challenges are addressed. Geographic trends are also shaping technology viability.

“Our grid isn’t short on opportunity — it’s short on time. Repowering coal sites is one of the fastest levers we can pull to reintroduce firm capacity without waiting in long interconnection lines,” said Carson Kearl, EIR senior analyst.

“The shift to clean baseload will be won or lost on infrastructure reuse. Repowering isn’t just a cost play, it’s a political and logistical shortcut to growing 24/7 low-carbon power,” Kearl said.

Key takeaways from the report:

  • A total of 14.6 gigawatts (GW) of U.S. coal capacity has been identified for high repowering potential with natural gas, with top-scoring sites located near key gas infrastructure.

  • Operators with large, retired coal portfolios show the highest valuations for repowering potential, particularly where interconnection queue costs align favorably with available capacity. Several portfolios exceed 10 GW of retired assets, offering significant opportunities for redevelopment.

  • EGS present strong repowering potential in regions with low energy costs and favorable geological conditions. A handful of operators hold project sites with suitability-weighted capacities exceeding 3 GW, positioning them well for early EGS deployment.

  • Nuclear repowering opportunities are concentrated among operators with facilities located in high-value power markets and regions with strong growth prospects. Suitability-weighted capacities for nuclear repowering exceed 10 GW in some portfolios, indicating substantial long-term upside.

EIR’s analysis pulls from a variety of products including Enverus FOUNDATIONS® – Power & Renewables.

You must be an Enverus Intelligence® subscriber to access this report.

About Enverus Intelligence® Research
Enverus Intelligence ® | Research, Inc. (EIR) is a subsidiary of Enverus that publishes energy-sector research focused on the oil, natural gas, power and renewable industries. EIR publishes reports including asset and company valuations, resource assessments, technical evaluations and macro-economic forecasts; and helps make intelligent connections for energy industry participants, service companies and capital providers worldwide. Enverus is the most trusted, energy-dedicated SaaS company, with a platform built to create value from generative AI, offering real-time access to analytics, insights and benchmark cost and revenue data sourced from our partnerships to 95% of U.S. energy producers, and more than 40,000 suppliers. Learn more at Enverus.com.

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