LawFlash

Recent US Administration Actions Promote Coal Energy

April 10, 2025

President Donald Trump’s second inaugural address identified making America “energy dominant again” as one of four America First Priorities. Having issued several statements and executive orders in January that focused on expanding domestic energy production, the administration took action on April 8 to promote greater use of coal and clean coal technology.

The administration has taken two related actions on coal and clean coal technology to further promote the “energy dominant” pillar of the Priorities.

APRIL 8 EXECUTIVE ORDER

First, the administration issued the executive order “Reinvigorating America’s Beautiful Clean Coal Industry and Amending Executive Order 14241,” which declares that “coal is essential to our national and economic security,” extolling the reliability of coal-fired electric generation and the domestic abundance of coal. The order then sets out a national priority of removing federal policies aimed at discouraging the production of coal and that discriminate against coal as an electric generation source.

The executive order requires the following actions in support:

  • Mineral Designation: The Chair of the National Energy Dominance Council must designate coal as a “mineral” as defined in EO 14241 of March 20, 2025 (Immediate Measures to Increase American Mineral Production). This designation entitles coal to the benefits of EO 14241, which outlines several actions to facilitate domestic mineral production.
  • Federal Lands: The Secretaries of the Interior, Agriculture, and Energy must submit a consolidated report within 60 days that identifies coal resources and reserves on federal lands, assesses impediments to coal mining, and proposes policies to address such impediments and enable mining of these resources. The Energy Secretary will also report on the impact that these coal resources could have on electricity costs and grid reliability. The Secretaries of the Interior and Agriculture will also prioritize coal leasing and related activities as the primary land use for public lands with coal resources identified in the consolidated report and expedite coal leasing in these areas.
  • Federal Regulations & Policies: Various executive agencies must revise or rescind within 60 days any guidance, regulations, programs, and policies that seek to transition away from coal production and electricity generation, to include rescinding within 30 days any policies or regulations that discourage investment in coal production and coal-fired electricity generation. Any identified preferences against coal use must immediately be eliminated except where explicitly required by statute. Each executive agency must within 30 days also identify to the Council on Environmental Quality any existing and potential categorical exclusions pursuant to the National Environmental Policy Act upon which other agencies could rely or adopt that could further the production and export of coal.
  • Coal Exports: The Secretary of Commerce, in consultation with other executive agencies, must look for opportunities to promote exports of coal and coal technologies and facilitate international offtake agreements for US coal.
  • Support for Steel Production: The Secretaries of Energy and the Interior must determine whether coal used in the production of steel meets the definition of a “critical material” and “critical mineral” under the Energy Act of 2020 and, if so, place it on the US Department of Energy’s Critical Materials List and US Department of the Interior’s Critical Minerals List.
  • Powering Data Centers: The Secretaries of the Interior, Commerce, and Energy must within 60 days report on regions where coal-powered infrastructure is available and suitable for powering data centers that support artificial intelligence and other high-performance computing operations. The report must assess the market, legal, and technological potential for expanding coal-based infrastructure to power these data centers.
  • Coal Technologies: The Secretary of Energy must accelerate the development, deployment, and commercialization of coal technologies, including through available funding mechanisms to support the expansion of coal technology. Technology support must cover technologies that use coal and coal byproducts, such as building materials, battery materials, carbon fiber, synthetic graphite, and printing materials, as well as updating coal feedstock for power generation and steelmaking. Within 90 days, the Energy Secretary must provide a detailed action plan outlining the funding mechanisms, programs, and policy actions taken to accelerate coal technology deployment.

APRIL 8 PRESIDENTIAL PROCLAMATION

Second, the administration issued a presidential proclamation, Regulatory Relief For Certain Stationary Sources To Promote American Energy, which declares that “[c]oal-fired electricity generation is essential to ensuring that our Nation’s grid is reliable and that electricity is affordable for the American people, and to promoting our Nation’s energy security.” This proclamation identifies the Biden-era rulemaking National Emissions Standards for Hazardous Air Pollutants: Coal- and Oil-Fired Electric Utility Steam Generating Units Review of the Residual Risk and Technology Review (the Emissions Standard Rule) as contrary to this declaration.

The proclamation states that the Emissions Standard Rule “places severe burdens on coal-fired power plants and, through its indirect effects, on the viability of our Nation’s coal sector” because it relies upon “emissions-control technologies that do not yet exist in a commercially viable form.” The administration thus views the Emissions Standard Rule as creating an “unacceptable risk of the shutdown of many coal-fired power plants, eliminating thousands of jobs, placing our electrical grid at risk, and threatening broader, harmful economic and energy security effects.”

Accordingly, effective immediately, this proclamation exempts specified stationary sources from the Emissions Standard Rule for two years beyond its compliance date of July 8, 2027, i.e., the exemption extends compliance until July 8, 2029. Until the expiration of the exemption, these exempt stationary sources will be subject to the compliance obligations to which they were currently subject under the preexisting Mercury and Air Toxics Standards, as these standards existed prior to the Emissions Standard Rule.

IMPACT ON COAL PLANT DECOMMISSIONING AND CO-FIRING EFFORTS

Given the president’s directive to federal agencies to “revise or rescind any guidance, regulations, programs, and policies that seek to transition away from coal production and electricity generation,” industry participants are beginning to speculate what this might mean for the Environmental Protection Agency’s (EPA’s) Standards and Guidelines for Fossil Fuel-Fired Power Plants, a final rule issued last May aimed at lowering pollution from existing coal-fired power plants and ensuring that new combustion turbines are built to achieve greenhouse gas emissions reductions on par with those attained through carbon capture and sequestration (CCS).

Under the rule, coal-fired power plants operating between 2032 and 2039 are required to achieve emissions reductions equivalent to co-firing 40% by volume natural gas. Coal-fired power plants operating after 2039 are required to achieve emissions reductions equivalent to 90% capture of carbon dioxide through CCS. While industry has been making efforts to comply with the rule, it is worthwhile to note that the rule has been challenged on the grounds that it is in excess of the EPA’s authority and reliant on unproven and expensive technology, and in March the EPA announced it was reconsidering the rule.

HOW WE CAN HELP

We continue to expect additional executive, regulatory, and legislative action in the coming months to implement President Trump’s energy policy. We will provide additional analysis and guidance as these policies become available. Please visit Morgan Lewis’s energy blogs Power & Pipes (FERC, CFTC, DOE, State) and Up and Atom (Nuclear) for updates on the administration’s energy policies.

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Contacts

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Authors
Kirstin E. Gibbs (Washington, DC)
Duke K. McCall, III (Washington, DC)
Arjun Prasad Ramadevanahalli (Washington, DC)
Patrick R. Pennella (Washington, DC)