Blog

03Sep

Powering the AI Moment

Big tech’s scramble to deploy ever-larger data centers—each with the electricity needs of entire cities or states—to serve AI is rapidly transforming electricity markets and our electricity grid.    As The Wall Street Journal recently observed, utilities are receiving requests for extraordinary amounts of power: “Take American Electric Power, a big utility that serves 11 […]
27Aug

China’s Abundance Agenda

China continues to chart its own energy path, positioning the industrial giant remarkably well for the age of electrification and the voracious energy appetite of AI. While the West was tearing down baseload generation in favor of the promise of renewable energy – leading to mounting reliability concerns and a European energy crisis following Russia’s […]
20Aug

Natural Gas Prices are Rising. Can Coal Soften the Blow?

America’s natural gas abundance – an economic and industrial boon – has also now become a deeply concerning consumer vulnerability. Gas is the leading fuel for electricity generation, heating and manufacturing, and the U.S. has now also become the world’s largest liquified natural gas (LNG) exporter with U.S. LNG export capacity set to double by […]
13Aug

Planned Coal Plant Retirements Crash into Energy Reality

Utilities are grappling with an unshakeable reality: they can’t meet soaring power demand without the existing coal capacity they have. One after another, utilities are dropping plans to close plants or are kicking retirements far down the road. Deliberately removing dispatchable capacity from grids at the same time they are facing record breaking—and growing—electricity demands, […]
06Aug

J.H. Campbell Comes to the Rescue in MISO

When Secretary of Energy Chris Wright used emergency authority to extend the life of the J.H Campbell coal plant in Michigan at the end of May, the decision was met with a broadside of a criticism. To the anti-coal crowd, the move was a bail out, a solution in search of a problem and a […]
30Jul

“It is actually here now”

“The reliability threat is not on the future horizon,” Federal Energy Regulatory Commission Chairman (FERC) Mark Christie said last week. “It is actually here now.” Christie, who was overseeing his last FERC meeting before departing the commission, was responding to results from PJM’s recent capacity auction—an auction that for the first time came up short […]
24Jul

The AI Power Surge is Here and Coal is Essential to Meeting It

Big tech’s scramble to deploy ever-larger data centers to serve AI has become the electricity elephant in the room. Across the country, power demand is soaring, and data centers with the energy needs of entire cities – and even states – are driving the surge. Meeting this new demand will require new generation but also […]
16Jul

A Groundbreaking Sign of the Times

Last week, the nation’s eyes were on the groundbreaking of Ramaco Resources’ Brook Mine in northeastern Wyoming, the first new coal mine in the state in 50 years and the first new U.S. rare earth mine in 70 years. Standing shoulder to shoulder with Energy Secretary Chris Wright and the Wyoming delegation, Ramaco’s CEO Randy […]
08Jul

A Novel Idea: Fact-based Energy Policy

The Department of Energy (DOE) is finally doing something almost unheard of in government in recent years: policymaking based on reality and facts. This week, DOE released a new “Resource Adequacy Report,” evaluating the reliability and security of the U.S. grid. The report is a direct response to President Trump’s Executive Order, “Strengthening the Reliability […]
02Jul

Happy American Energy Independence Day

Energy abundance. Energy security. Energy independence. As we approach July 4th, our Independence Day, it’s worth taking a moment to recognize the leap forward the One Big Beautiful Bill (OBBB) provides to boosting American energy production and reversing the damaging legacy left by the prior administration. In the closing months of the Biden administration, the […]