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Et Tu PJM?

When the U.S. Environmental Protection Agency (EPA) launched its new suite of rules targeting the coal fleet, it waived away an avalanche of concern over the threat its strategy posed to the nation’s supply of power. EPA pointed to new flexibilities in its rules – namely small changes in the so-called Clean Power Plan 2.0 […]

EPA’s Regulatory Blitz Collides with Hyperscale Power Demand

“You never like to have to sue, but we’re going to do what we have to do to defend our grid and our customers that use that grid,” Ben Fowke, American Electric Power (AEP) interim president, CEO and director, said during a recent earnings call. Facing surging power demand, AEP – which serves 5 million […]

The Biden-EPA’s Alternate Reality

While the U.S. Environmental Protection Agency (EPA) continues to brush aside deep alarm over the grid reliability impacts of its new blitz of power plant rules, evidence is rapidly mounting that the nation’s supply of electricity is already in deep, deep trouble. In the Midcontinent Independent System Operator (MISO) market, which covers much of the […]

EPA Doubles Down on the Grid Reliability Crisis

Today, the Biden administration’s Environmental Protection Agency’s (EPA) unleashed a suite of rules specifically designed to force the closure of well-operating coal plants and they did so with absolutely no analysis of the collective impact of these rules on the nation’s alarmingly shaky grid reliability. “For the last three years, the administration has methodically developed […]

The Grid Braces for EPA’s Blitz of Rules

With news leaking that as many as four of EPA’s rules targeting the coal fleet will be finalized next week, including the so-called Clean Power Plan 2.0, EPA is delivering a cumulative and decisive blow to the nation’s grid reliability it has refused to acknowledge or analyze in its rulemakings. While EPA has downplayed the […]

New Paper: EPA’s Grid Crisis Collides with Surging Power Demand

The National Mining Association (NMA) has released a new paper on the collision of soaring power demand with rapidly eroding grid reliability driven by the U.S. Environmental Protection Agency’s (EPA) regulatory agenda. This is a familiar story to readers of this blog, but this new white paper connects some important dots on the interconnected challenges […]

Energy Addition

The tragic collapse of Baltimore’s Francis Scott Key Bridge on March 26 and its impact on the Port of Baltimore has brought a fresh eye to the importance of U.S. coal exports to domestic miners but also to global markets. It has also highlighted that global coal demand continues to grow, hitting a new record […]

Where is the Power Going to Come From?

It is becoming inarguably clear the U.S. is in for a surge in electricity demand. The Biden EPA just finalized its tailpipe rule and by 2032, 70% of new cars will run primarily on electricity. New semiconductor and battery manufacturing plants are connecting to the grid with power demands that rival small cities. Add in […]

Missing the Heart of the Story

Over the past few weeks, both The Washington Post and The New York Times have discovered the sudden reemergence of soaring electricity demand and its collision with the nation’s teetering supply of power. The Post feature, which ran on the front page the morning of the State of the Union, was dramatically titled, “Amid explosive […]

Meeting Growing Global Demand with U.S. Coal

The fourth quarter of 2023 brought a surge in U.S. coal exports and there are promising signs the robust market for U.S. coal will continue. Total 2023 Q4 exports surged 25% year-over-year compared with 2022, according to S&P Global. The surge in exports was led by cargoes to India where the volume of imported U.S. […]