Sign In or Create an Account.

By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy

Economy

Georgia’s Green Manufacturing Boom Is Keeping Coal Plants Open

Through at least 2034, if the state’s largest utility gets approval.

Georgia and a coal cart.
Heatmap Illustration/Getty Images, Library of Congress

Georgia is arguably the heart of the Inflation Reduction Act economy. The state has been a magnet for manufacturing companies seeking to supply batteries, electric cars, and solar cells in order to capture the law’s generous tax credits for domestically built green technology.

While some of the power that supplies these facilities (not to mention data centers also flocking to the state) is clean — the only new U.S. nuclear reactors built this decade are in Georgia, and 38% of electricity generation for the state’s largest utility, Georgia Power, came from non-carbon-emitting sources in 2024 — the state is now planning to bolster its natural gas and coal fleets to support its enormous projected load growth.

Georgia Power released its 2025 Integrated Resource Plan on Friday, laying out to state regulators its forecasts for electricity demand and how it intends to bolster and adjust its fleet to meet the new usage. These exercises almost always feature eye-popping demand estimates and corrections and addendums to older plans to account for even more electricity growth than had been previously projected.

This time around, Georgia Power says it expects 8,200 megawatts of load growth through the end of 2030, which is already about 2,000 megawatts more than what it expected during its last planning exercise, when it updated its 2022 plan in 2023. To get a sense of the scale of this growth, the new Vogtle nuclear reactors have a little over 1,000 megawatts of capacity each. Together, they took 11 years and over $30 billion to build.

Georgia Power also expects 7% annual growth through the end of 2030, more than double the 3% annual growth through the end of the decade that utility planners expect nationwide.

That new power won’t just be powering data centers. It will also run much of the green economy that the Biden administration tried to build up.

“New and expanding economic development projects in Georgia have progressed more rapidly and on a larger scale than in previous years,” Georgia Power said in its filing. “Growth in emerging industries such as electric transportation (‘ET’), data centers, and solar manufacturing have accelerated since 2021.”

The report also said that by the middle of last year, “the manufacturing sector led in both investment and job creation in Georgia, representing 53% of job growth and 54% of capital investment in the state.”

Hyundai opened a plant making electric SUVs outside of Savannah in 2024, while Kia makes electric SUVs near the Alabama border after making a $200 million investment in the plant. Also last year, the Korean solar company Qcells started making solar panels in Dalton, Georgia and other components in Cartersville; another Korean company, SK Group, has plants in Commerce that make batteries for Volkswagen and Ford. And in the final days of the Biden administration, Rivian got a $6.6 billion Energy Department loan for its planned plant between Atlanta and Athens.

One reason manufacturers come to Georgia is for the power, Tim Echols, the vice-chairman of the Georgia Public Service Commission, argued in an Atlanta Journal Constitution op-ed Thursday: “Southern Co. and Georgia Power have a reputation for reliability,” he wrote.

And for the foreseeable future that Georgia Power plans for, that means some of its most polluting and carbon-emitting power plants will stay open.

The utility said it would continue operating its four-generator Plant Bowen coal facility, two units of which were previously scheduled to retire by 2028, as well as maintaining over 1,000 megawatts of coal-fired capacity at two other plants that had previously been scheduled to shut down at the end of 2028. Georgia Power is asking state regulators to approve operation of the coal plants through at least 2034.

In the update to its previous IRP, Georgia Power extended the life of a coal plant operated by its sister utility Mississippi Power and proposed adding 1.4 gigawatts of generators that could run on natural gas or oil.

Compared to 2022, “the Company now projects capacity needs that necessitate both the extension of existing coal and gas-steam units along with the procurement of new capacity resources,” Georgia Power said in its IRP Friday.

Georgia Power’s parent company, Southern Company, still has a goal of achieving net-zero emissions by 2050, but said in the filling that “the feasibility of continued progress toward a low-carbon future, including a net-zero future, is highly dependent on the continued use of natural gas and continued technological advancements that will facilitate a reliable and economic low-carbon electricity supply.”

The utility also wants to upgrade existing gas-fueled and hydroelectric plants, as well as acquire an additional 1,100 megawatts of new renewables, adding up to 4,000 megawatts of procurements. Georgia Power’s previous update to its 2022 IRP called for the construction of new oil and gas plants, which were approved by regulators last year.

"Georgia Power's 2025 Integrated Resource Plan (IRP) includes adding up to 4,000 megawatts of new renewable energy resources by 2035, including 1,000 MW by 2032, and more than 1,000 miles of new transmission lines. Clean energy resources and transmission solutions are vital to reducing customer costs and maintaining the high level of reliability Georgians have grown accustomed to,” Simon Mahan, executive director of the Southern Renewable Energy Association, said in a statement.

Yellow

You’re out of free articles.

Subscribe today to experience Heatmap’s expert analysis 
of climate change, clean energy, and sustainability.
To continue reading
Create a free account or sign in to unlock more free articles.
or
Please enter an email address
By continuing, you agree to the Terms of Service and acknowledge our Privacy Policy
Energy

The Nuclear Boom’s Labor Problem

All the workers who helped build Georgia’s new Vogtle plants are building data centers now.

A hardhat on AI.
Heatmap Illustration/Getty Images

The Trump administration wants to have 10 new large nuclear reactors under construction by 2030 — an ambitious goal under any circumstances. It looks downright zany, though, when you consider that the workforce that should be driving steel into the ground, pouring concrete, and laying down wires for nuclear plants is instead building and linking up data centers.

This isn’t how it was supposed to be. Thousands of people, from construction laborers to pipefitters to electricians, worked on the two new reactors at the Plant Vogtle in Georgia, which were intended to be the start of a sequence of projects, erecting new Westinghouse AP1000 reactors across Georgia and South Carolina. Instead, years of delays and cost overruns resulted in two long-delayed reactors 35 miles southeast of Augusta, Georgia — and nothing else.

Keep reading...Show less
Blue
Q&A

How California Is Fighting the Battery Backlash

A conversation with Dustin Mulvaney of San Jose State University

Dustin Mulvaney.
Heatmap Illustration

This week’s conversation is a follow up with Dustin Mulvaney, a professor of environmental studies at San Jose State University. As you may recall we spoke with Mulvaney in the immediate aftermath of the Moss Landing battery fire disaster, which occurred near his university’s campus. Mulvaney told us the blaze created a true-blue PR crisis for the energy storage industry in California and predicted it would cause a wave of local moratoria on development. Eight months after our conversation, it’s clear as day how right he was. So I wanted to check back in with him to see how the state’s development landscape looks now and what the future may hold with the Moss Landing dust settled.

Help my readers get a state of play – where are we now in terms of the post-Moss Landing resistance landscape?

Keep reading...Show less
Yellow
Hotspots

A Tough Week for Wind Power and Batteries — But a Good One for Solar

The week’s most important fights around renewable energy.

The United States.
Heatmap Illustration/Getty Images

1. Nantucket, Massachusetts – A federal court for the first time has granted the Trump administration legal permission to rescind permits given to renewable energy projects.

  • This week District Judge Tanya Chutkan – an Obama appointee – ruled that Trump’s Bureau of Ocean Energy Management has the legal latitude to request the withdrawal of permits previously issued to offshore wind projects. Chutkan found that any “regulatory uncertainty” from rescinding a permit would be an “insubstantial” hardship and not enough to stop the court from approving the government’s desires to reconsider issuing it.
  • The ruling was in a case that the Massachusetts town of Nantucket brought against the SouthCoast offshore wind project; SouthCoast developer Ocean Winds said in statements to media after the decision that it harbors “serious concerns” about the ruling but is staying committed to the project through this new layer of review.
  • But it’s important to understand this will have profound implications for other projects up and down the coastline, because the court challenges against other offshore wind projects bear a resemblance to the SouthCoast litigation. This means that project opponents could reach deals with the federal government to “voluntarily remand” permits, technically sending those documents back to the federal government for reconsideration – only for the approvals to get lost in bureaucratic limbo.
  • What I’m watching for: do opponents of land-based solar and wind projects look at this ruling and decide to go after those facilities next?

2. Harvey County, Kansas – The sleeper election result of 2025 happened in the town of Halstead, Kansas, where voters backed a moratorium on battery storage.

Keep reading...Show less
Yellow