Coal as Global Price Shock Absorber

As disruption to energy markets continues from the war with Iran, this winter is shaping up to be a very expensive one for the world’s liquified natural gas (LNG) importers. For those with the option – from Europe to East Asia – the response is coal. That’s certainly the case in South Korea. South Korea’s […]

The World Needs More Coal and America Can Deliver

India was already planning a major expansion of its coal fleet. Now those already ambitious plans are getting an upward revision. Electricity demand in India is growing so quickly that even a massive buildout of renewable energy isn’t keeping pace with the urgent need for reliable, affordable supply. It’s a story with global significance and […]

Keeping Coal is Paying Off

Rising U.S. electricity prices – up 40% on average since 2020 – are now a top-tier concern for American consumers, but not in Utah. Instead of bills going up, Utahns could see a $375 million decrease this year. And a key reason is the state’s reliance on coal. Coal is used to generate nearly half […]

An International Reliability and Affordability Backstop

There’s a very good reason global coal demand is on track to set another record this year: when affordability and energy security matter most, the world leans on coal. That’s playing out right now in both India and thousands of miles away in Europe. In India, every coal plant in the country is now running […]

Another Record

Global coal demand is going to set another record this year, according to the International Energy Agency (IEA). Growing energy demand and increased reliance on coal in the wake of the ongoing conflict in the Middle East will increase global demand by 1.2% this year compared to last. Coal demand will reach an all-time high […]

A Repeal Just in the Nick of Time

Today in Houston, U.S. Environmental Protection Agency (EPA) Administrator Lee Zeldin brought reason back to EPA regulation and repealed the prior administration’s unworkable and unlawful carbon rules for new and existing power plants. Today’s action repealed rules that required coal- and new gas-fired power plants to use carbon capture technology that is neither adequately demonstrated, […]

Betting the Grid on Gas

Much of the United States’ ability to meet soaring power demand – and do so affordably – includes a big and risky bet on the natural gas industry. Demand for gas and gas turbines from the power sector is enormous, and so too is demand for natural gas from the nation’s rapidly growing liquefied natural […]

The Age of Electricity Is Becoming the Age of Energy Backlash

International Energy Agency Director Fatih Birol has labeled the coming decades “the Age of Electricity.” Global electricity demand is growing at twice the rate of total energy demand. Whether it’s the emergence and rapid adoption of air conditioning, electric vehicles or data centers, surging electricity demand is upending both energy policy and politics.  As Politico’s Ben Storrow […]

The Electricity Demand Story Everyone Is Missing

The world is using more electricity than ever. Global power demand reached a record high in 2025, growing at more than twice the rate of overall energy demand. But the single largest driver of that growth isn’t artificial intelligence, data centers or electric vehicles. It’s air conditioning. Speaking at an oil and gas conference in […]

Hidden in Plain Sight: Existing Coal Plants offer the Generation that Today Demands

Thanks to this new age of electricity demand and power-hungry data centers, the U.S. currently has record amounts of electricity generation in development. But that build out is getting both harder and more expensive, in the face of demand that waits for no one. What’s the holdup? Baseload power projects requiring natural gas turbines are […]