** A U.S. EPA document shows the Trump administration intends to exempt 47 coal power plants from updated mercury and toxic emissions rules, including the Colstrip and Apache facilities in Montana and Arizona.
** Tri-State Generation and Transmission proposes a 307 MW natural gas plant and a 200 MW battery storage system in northwestern Colorado to offset the Craig coal plant’s planned 2028 closure.
** The federal Bureau of Land Management approves the proposed Chapita Wells natural gas pipeline in Utah, saying it will reduce methane flaring in the Uinta Basin oil field.
** Solar output could surpass natural gas generation on California’s grid for the first time ever this year, a report from Ember indicates.
** Car maker Lucid Group plans to take over an electric truck manufacturing facility in Arizona that belonged to Nikola, which filed for bankruptcy earlier this year.
** Developers of liquified natural gas export terminals in Louisiana and Texas scramble to rework contracts and adjust to rising costs that have been exacerbated by Trump’s burgeoning trade war.
** Texas grid operator ERCOT already struggles to keep up with rising demand and avoid a repeat of widespread outages caused by a 2021 winter storm, and now faces projections of drastically higher demand from the state’s growing data center sector.
World
** OPEC cut its 2025 global oil demand growth forecast on Monday for the first time since December, citing the impact of data received for the first quarter and trade tariffs announced by the United States. The Organization of the Petroleum Exporting Countries, in a monthly report, said world oil demand would rise by 1.30 million barrels per day in 2025 and by 1.28 million bpd in 2026. Both forecasts are down 150,000 bpd from last month’s figures.
** Colombian state-oil company Ecopetrol’s profits could be hit by up to 12 trillion pesos ($2.76 billion) this year due to lower oil prices, its president, Ricardo Roa, warned .
** Nigerian oil producer Oando this weekendsaid three sabotage attacks had targeted its pipelines in the Bayelsa state. The company has activated an emergency response to contain the impact and deployed leak repair teams.
** China’s electric vehicle giant BYD has dethroned Elon Musk’s Tesla as the bestselling EV maker in the world. It reported a record annual revenue of $107 billion in 2024.