Blog

03Jun

Surging AI Power Demand is Here, Like It or Not

Artificial intelligence promises economy-wide transformation and a pace of innovation we may have never seen before. But the impact of AI on the electricity grid and the public’s concern over data center development and rising power prices are rapidly becoming significant barriers to the AI revolution. According to the International Energy Agency, global electricity consumption […]
27May

Coal’s Global Staying Power

Evidence is continuing to mount that we’re in an era of global energy addition—not transition. While wind, solar and grid-scale battery capacity continue to grow, so too is coal capacity. Nations are adding new energy resources while retaining — and in many cases expanding — coal generation to meet rising demand, support industrial growth and […]
20May

Coal’s New Role in the Global Energy Security Era

The Iran war is reshaping global energy markets and accelerating a trend many analysts underestimated: coal’s resurgence as a strategic alternative not just to natural gas but increasingly to oil itself. As conflict in the Middle East threatens shipping routes and injects fresh volatility into LNG and petroleum markets, countries across Asia are pivoting to […]
06May

Safety Progress Signals a Stronger Future for Mining

There’s a clear and encouraging trend emerging across the U.S. mining industry: safety is at an all-time high. New data from the U.S. Department of Labor’s Mine Safety and Health Administration (MSHA) shows that the industry’s total recordable injury rate in 2025 fell to its lowest recorded rate, dropping to 1.74 per 200,000 hours worked […]
22Apr

Strengthening Energy Security: DPA Action Reinforces America’s Coal Advantage

This week, President Trump signed a Presidential Proclamation to employ the Defense Production Act (DPA) to secure coal supply chains and support affordable and reliable baseload power generation capacity. The order – part of a salvo of actions in response to the global energy crisis – will allow the administration to make purchases, commitments and […]
15Apr

PJM’s Power Crunch: Why Coal Is Critical to Closing a 60-Gigawatt Gap

As the data center boom advances, electricity grids across the country are scrambling to find new generation. While a growing number of data centers are turning to behind the meter solutions – proposing to generate their own power on site – regional grids are also facing a tsunami of new demand. Nowhere is that truer […]
08Apr

China’s Coal Playbook Is Winning

As the world grapples with yet another global energy shock, one reality is becoming increasingly clear: China prepared for this moment and is emerging as a winner. China has prioritized energy security, anchoring its economy in abundant domestic coal while simultaneously investing in electrification and renewables. Today, that approach is paying dividends. China’s resilience offers […]
01Apr

Today’s Gas Glut, Tomorrow’s Price Shock

Despite the U.S. emerging as the world’s largest oil producer and a net exporter, consumers are finding out record U.S. production is little buffer against a global oil shock. U.S. oil, gasoline and diesel prices are surging from the conflict in the Middle East. Surprisingly, domestic natural gas prices have not jumped. In fact, they’ve […]
25Mar

The Global Pivot to Coal Is About More Than Electricity

The ongoing conflict in the Middle East is not only reshaping energy trade flows today but it’s also beginning to transform the marketplace for years to come.  Qatar, the world’s second largest exporter of liquified natural gas (LNG), is saying damage done to its LNG facilities means it could be five years before its exports […]