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Another Global Pivot to Coal?

War in the Middle East is continuing to upend energy markets. With natural gas supply dramatically reduced with the closure of the Strait of Hormuz and natural gas prices soaring globally, the pivot to coal has begun. Buyers from Europe to Asia are scrambling for natural gas substitutes. Rising prices for thermal coal – still […]

A Global Energy Security Shock

The conflict in Iran, which has now spread across much of the Middle East, is roiling energy markets. Not only has Iran in effect closed the Straits of Hormuz but oil and natural gas production across the region is coming to a standstill. Qatar, the world’s second largest exporter of liquified natural gas (LNG), has […]

Americans Embrace the Coal Fleet

Electricity affordability is a top-tier issue and one that is shaping elections. While the impact of AI and data centers is the elephant in the room, voters are increasingly aware of the energy policy decisions that have led to the rise in power prices – up 40 percent since 2020 – and the current efforts to […]

Coal Answers the Natural Gas Bottleneck

American manufacturers are facing an energy crisis. Despite the U.S. being the world’s largest natural gas producer, manufacturers are increasingly being cutoff from natural gas supplies during periods of peak winter and summer demand. The critical challenge is a lack of pipeline capacity to meet the competing needs of power generation, heating and manufacturing. And […]

Coal Power Saved Americans $30-40 Billion in 2025

Coal has been the nation’s grid reliability MVP this winter. It was also consumers’ affordability MVP in 2025. A new report by Energy Ventures Analysis (EVA) finds that last year coal generation served as an important buffer against energy inflation delivering $30 to $40 billion in total savings, lowering Americans’ power bills an average of $100 to $150 […]

Reinforcing Winter Grid Reliability

The weather predicting skills of a certain groundhog remain up for debate, but Punxsutawney Phil saw his shadow this week and, sure enough, the brutal cold is sticking around.   Eastern states are likely to face frigid temperatures for much of February as the polar vortex pushes arctic air south. The forecasters at AccuWeather say to […]

NERC Confirms the Crisis

The North American Electric Reliability Corporation’s (NERC) latest long-term reliability assessment should be frontpage news. The nation’s supply of power isn’t just in crisis—it’s a rapidly accelerating crisis. The assessment is an urgent plea for emergency action to reinforce the nation’s grid reliability. NERC found that 13 of 23 assessment areas face resource adequacy challenges over […]

Thank Heaven for Coal and Sound Energy Policy

The Wall Street Journal hit the nail on the head this weekend in an editorial titled “Thank Heaven for Coal Power in the Cold.” Winter storm Fern has wreaked havoc across a 2,000-mile stretch of the country leaving hundreds of thousands without power. If not for coal generation, it would be millions more. Electricity grids […]

The Affordability Crisis Is a Reliability Crisis

Soaring electricity prices have become a top-tier political issue and will remain so through midterms and likely far longer.  That was underscored last week when the Trump administration hosted several state governors from PJM Interconnection territory, the nation’s largest electricity market, to urge the grid operator to hold an emergency capacity auction for data center […]

An AI Power Tipping Point

The AI and data center boom is now driving the electricity and affordability crisis. Just this week, President Trump took to Truth Social to show he’s focused on the challenge, writing, “I never want Americans to pay higher electricity bills because of data centers.” He added that his team is now working with technology companies […]