美国环保局拟最早周一正式撤销燃煤/燃气电厂碳排放标准，属2025年6月已公开提案的程序性落地，煤炭股无新增预期差

The US Environmental Protection Agency is expected to formally rescind carbon pollution standards for fossil fuel-fired power plants as soon as Monday, according to people familiar with the matter.

The Trump administration’s latest major climate rollback is expected to come on the sidelines of a Group of 20 energy ministers’ meeting in Houston, said the people, who asked not to be named because the details aren’t yet public. Earlier this year, the EPA rescinded similar climate standards for vehicles and the 2009 endangerment finding, a landmark ruling which held that greenhouse gases threaten human health.

Under Trump, the EPA first proposed rolling back the power-plant climate rules last summer. This week, the agency is finalizing a piece of the initial proposal — scrapping Biden-era mandates requiring existing and future US fossil fuel-fired power plants to deploy specific emissions-reduction technologies, including carbon capture and storage, to sharply cut their greenhouse gas emissions in the coming decades, according to the people.

Agency officials also plan to propose a separate rule repealing the federal finding that greenhouse gases from power plants specifically pose a threat, effectively a separate endangerment finding for power plants under the Clean Air Act.

Power plants are the US’s largest industrial source of greenhouse gas emissions. If the US power sector were a country by itself, it would rank as the world’s sixth-largest emitter of greenhouse gases, according to a New York University School of Law’s Institute for Policy Integrityanalysis of 2022 emissions data.

Under the Obama administration, the EPA finalized the Clean Power Plan, which required existing and future fossil-fuel-fired plants to cut their climate pollution for the first time. The Supreme Court struck it down in 2022 and a separate court ruling struck down the first Trump administration’s replacement rule.

The Biden EPA finalized its own rules in 2024, which effectively forced the nation’s current fleet of coal plants to capture most of its carbon emissions by 2039 or close. This is the rule now being repealed.

The EPA didn’t respond to requests for comment outside business hours Sunday.