Blog

05May

An EV Future Means Electricity Demand is Expected to Double by 2050. Will the Grid Be Ready?

Not so long ago the electric vehicle (EV) revolution seemed far more hype than substance. But global EV sales were up 40% in 2020, the world’s major automakers are falling over one another to announce all-electric futures and the Biden administration appears to be all in, announcing that the federal vehicle fleet will go all […]
28Apr

The Carbon Capture Moonshot

For all of the momentum building towards tackling the climate challenge, a sobering reality remains: according to the International Energy Agency, fully half of the key technologies needed to produce globally effective solutions need significant support to bring to full maturity and market use. Or as Bill Gates quipped last week, “using today’s technology, it […]
15Apr

Reliability Crisis Déjà vu

Texas, again. Just weeks after the February power disaster that left more than 130 dead, thousands homeless and put 70% of the state in the dark, the Electric Reliability Council of Texas (ERCOT) came stunningly close to declaring another grid emergency on Tuesday. On a relatively mild day – no deep freeze nor roasting summer […]
08Apr

Not All Jobs Are Created Equal

How we manage the energy transition will have huge implications for the reliability and affordability of our energy supply and for the millions of workers that are the foundation of our current energy system. While there are strong voices – including from labor – calling for caution during the transition, the Biden administration has now […]
31Mar

Infrastructure Go-Time for America’s Met Mines

Today, President Biden is laying out his vision for reinvesting in and modernizing the nation’s infrastructure. Few issues are more in need of attention and even fewer have such bipartisan support. There will be fighting and horse trading over what ends up in a final infrastructure package, but both parties recognize the urgency of action. […]
24Mar

When Dispatchable Fuel Diversity Goes, Affordability Does Too

Coal power proved invaluable across the Midwest this February in keeping the lights on and homes warm during the deep freeze. But coal is not just a reliability backstop. As we’re now seeing, it’s also a critical piece of a balanced generation portfolio that holds down wholesale electricity prices. On the Southwest Power Pool (SPP) […]
17Mar

The Existing Coal Fleet Is the Bridge We Need

With the energy transition underway, learning from the Texas grid crisis and building a path towards increased reliability is more urgent than ever. Additional variable power will be coming to grids across the country. At what pace and scale remains to be seen but ensuring reliability in the years ahead is shaping up to be […]
10Mar

The Path Forward Goes Through CCUS

Does the world have the technology solutions it needs to decarbonize? The answer, according to the International Energy Agency (IEA) and technologists, including Bill Gates, is a resounding no. The ongoing debate about and relentless focus on near-term national emissions goals misses the bigger, far more important picture. The U.S. is likely to contribute 5% […]
03Mar

Dispatchable Fuel Diversity is Invaluable 

Does fuel diversity matter? Or, to put a finer point on it, does dispatchable fuel diversity matter? If February taught us anything, the answer is a resounding yes. Along with the Texas grid disaster, there were two neighboring grids pushed to the brink by the same unrelenting cold but both fared much better. The Southwest […]
24Feb

The Texas Grid Crisis is a National Crisis

Think the Texas electricity crisis can’t happen where you live? Think again. Up and down the country, electricity markets – with very different designs – have fielded warnings that the right storm, with the right conditions could cause the same chaos or worse. Much of the blame in Texas has fallen on the Electric Reliability […]