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First 100 Days: Upcoming Regulatory Signals for Energy

Indicators of potential regulatory shifts to agency objectives and regulatory focus听

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乐鱼(Leyu)体育官网 Regulatory Insights

  • Quick Actions/Long Tail: With rapid 鈥淒ay One鈥� Energy actions, a recognition of the processes and dependencies that will be impacted by new policy directives.
  • Regulatory Withdrawals: A likelihood for a flurry of regulatory withdrawals, particularly related to climate and GHG, with growing global divergence.
  • Regulatory Shifts: A shift in regulatory approach to permitting processes, federal and state collaboration and public/private partnerships to help drive both energy and AI dominance, acknowledging the inter-relationship of these two sectors.

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February 2025

The initial flurry of 鈥楧ay One鈥� Executive Orders (EOs) focused quickly on the Energy sector 鈥� from the declaration of a national emergency to the opening of the energy supply to exiting from the Paris Agreement. Issuances from the incoming agency leadership look to execute their agency objectives and regulatory focus in line with these EOs. Preliminary signals include:

  1. Agency Objectives, including Energy 鈥淒ominance鈥�, AI Leadership, Regulatory Withdrawal, and Global Pullback
  2. Regulatory Focus, including Federal Collaboration, State Collaboration, Resiliency, and Consumer Costs

1.听听Agency Objectives 听

Across the various Energy agencies, leadership is setting parameters for regulatory activity going forward, including initial support for:

Signals

Description/Examples

Source

Energy 鈥淒ominance鈥�

Implementation of the Executive Order declaring a 鈥渘ational energy emergency鈥� with actions related to both energy supply and infrastructure, across all energy types and focusing on national 鈥渆nergy independence鈥�

DOI

EPA

DOE

Emphasis on enhancing energy transportation infrastructure, especially pipelines

DOI

Plans to expedite permits and approvals for energy projects, using emergency authorities to bypass regulations

White House , and

DOI

Focus on developing domestic/Alaskan energy resources, reversing previous restrictions, prioritizing Alaska LNG

Rollback of climate-related regulations, aiming to encourage fossil fuel development and reduce energy costs

White House and

DOI

AI Leadership

Implementation of Executive Order on 鈥淎dvancing United States Leadership in Artificial Intelligence Infrastructure鈥� (still in force from the previous administration), which allows for expansion of data centers and related facilities and supports the Administration鈥檚 goal of global AI leadership:

  • Emphasis on domestic leadership in energy for AI data centers
  • Build AI infrastructure to protect national security and economic competitiveness
  • Priority on domestic sources for energy for AI data centers, matching new generation resources
  • Government-private sector cooperation to build and secure AI infrastructure
  • Modernize energy infrastructure and reduce regulations for permits, with emphasis on lowering costs

EO 14141

EPA

Regulatory Withdrawal/Pullback

Rescission of select previous Administration Executive Orders on energy and climate-related development and regulation (e.g. EO 14082, 鈥淚mplementation of the Energy and Infrastructure Provisions of the Inflation Reduction Act of 2022鈥�, and EO 14008, 鈥淭ackling the Climate Crisis at Home and Abroad鈥�)

Implementation of Executive Orders on 鈥淩egulatory Freeze Pending Review鈥� and 鈥淯nleashing American Energy鈥� that direct review of rules, orders, guidance, policies, and other actions that may be inconsistent with the Administration鈥檚 policies

Withdrawal and/or reconsideration given to standing regulations (and regulations currently under legal challenge), including greenhouse gases (GHG) emissions and coal combustion residuals (CCR)

Reassessment of natural gas and permitting regulatory reform, in the context of large energy infrastructure, nuclear development, etc.

White House and

Potential reconsideration of previously granted waivers (e.g., CA)

EPA

Shift away from 鈥渃limate change鈥� terminology in agency materials/actions

Withdrawal of support for previous administration rule requiring enhancement and standardization of climate-based disclosures

SEC

Global Pullback

Implementation of the Executive Order, 鈥淧utting America First in International Environmental Agreements鈥�, including withdrawal from the Paris Agreement under the United Nations Framework Convention on Climate Change

2. Regulatory Focus

Likewise, agency leadership is also noting potential changes in key regulatory areas, including:

Signals

Description/Examples

Source

Cross-Departmental Coordination

Execution of the duties of the National Energy Dominance Council- (comprised of federal departments and agencies 听including State, Treasury, Defense, Justice, Agriculture, Commerce, Transportation, EPA and others) to advise the President on ways to expand all forms of energy production including processes for permitting, production, regulation, and transportation and recommending a National Energy Dominance Strategy for long-range goals for achieving energy dominance (e.g., innovation, private sector investment, 鈥渃utting red tape鈥�)

State Collaboration

Look to shorten permitting times and processes with federal and state partnerships to incentivize investment

EPA

Promote federal and state collaboration (e.g., FERC and state utility regulators)

FERC

Resiliency

Focus on reliability of generation units and construction of new power generation

FERC

DOE

Consumer Costs

Focus on lowering consumer costs related to previous climate and energy policies (e.g., food costs, power costs, residential construction and consumer goods) by reducing regulatory requirements

White House and

EPA releases and

FERC

DOE

Assessment of agency programs/programs to identify/recommend actions to lower consumer costs

DOI

Dive into our thinking:

First 100 Days: Upcoming Regulatory Signals for Energy

Indicators of potential regulatory shifts to agency objectives and regulatory focus

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