Publisher: Enverus Intelligence Research
Date: August 13, 2025
Repowering retired U.S. coal sites can reintroduce firm, low‑carbon capacity faster by reusing interconnections and infrastructure, avoiding greenfield delays and permitting risk. The release highlights near‑term gas repowers for speed and proven execution, with nuclear and enhanced geothermal systems (EGS) offering larger long‑term upside where siting and geology align. Identified opportunities include 14.6 GW of coal capacity with high gas‑repower potential near gas networks, portfolios with 10+ GW of retired assets positioned for redevelopment, EGS‑suitable sites exceeding 3 GW at select operators, and nuclear‑repower suitability over 10 GW in some portfolios. The core message: infrastructure reuse is a time‑critical lever to grow 24/7 low‑carbon power and unlock hidden grid value and investment upside.