Blog

12Jul

China Doubles down on Renewables and Coal

What can the U.S. learn from China in managing the energy transition? More than you might think. China is charting its own course that is a clear rejection of the West’s emissions reduction first, grid reliability last approach. China has watched Europe’s energy crisis, along with our unfolding grid reliability crisis, and seen enough of the challenges […]
28Jun

Federal Coal Leasing is a Success Story

As the Department of the Interior considers the future of the federal coal leasing program, it’s worth noting what a success the program has been, how important it remains to mining states and communities and how essential coal remains in the nation’s energy mix. The federal coal leasing program has provided hundreds of millions of […]
21Jun

The Electricity Demand Elephant in the Room

The U.S. Environmental Protection Agency (EPA) is occupying an alternate universe where soaring electricity demand from electrification and big data isn’t a concern. In EPA’s world – or the one they present in justifying their blitz of rules targeting fossil fuel generation – rapid electrification of transportation, heating and heavy industry, and surging electricity demand […]
14Jun

Not Going as Planned

The New York Times almost figured it out. In “Why the U.S. Electric Grid Isn’t Ready for the Energy Transition,” The Times explores a litany of challenges to making the transition to a renewable-dominated electricity system. Yet, in reporting the story, The Times is silent on the most inconvenient truth: despite acknowledging that the grid […]
07Jun

Congress Zeroes in on EPA’s Grid Reliability Crisis

The U.S. Environmental Protection Agency (EPA) is supposed to consider grid reliability in its rulemakings on the nation’s power plants. But, as a recent series of Congressional hearings on the deteriorating state of the nation’s grid reliability have made abundantly clear, not only is EPA not serious about grid reliability, it’s driving the crisis. Last […]
31May

The Senate Takes Measure of the Reliability Crisis

The Wall Street Journal asked in a recent editorial, “How many warnings does it take before the Biden Administration wakes up to the risks from its climate policies to the U.S. electric grid?” Here’s hoping it’s less than the number of licks it takes to get to the center of a tootsie pop—mathematicians at New […]
24May

The Biden Administration’s Arithmetic Problem

The Biden administration is building its entire energy agenda on a foundation of speed. Or as some members of the Biden energy team like to say, “deploy, deploy, deploy.” Their mandate is to build wind turbines, solar arrays, site transmission lines and reshore supply chains overnight while the U.S. (EPA) Environmental Protection Agency simultaneously tears […]
18May

A Plan to Break the Grid

The U.S. Environmental Protection Agency (EPA) rolled out its sweeping new climate rule last week. In the plan’s crosshairs is the generating capacity that meets 60% of the nation’s power. Should the EPA get its way, today’s coal and gas fleets will be largely disassembled nearly overnight, posing a remarkable threat to a grid already […]
10May

FERC Testifies to the Importance of the Coal Fleet

As the U.S. Environmental Protection Agency (EPA) charges ahead with its regulatory agenda aimed at driving the coal fleet off the grid, the Federal Energy Regulatory Commission (FERC) was on Capitol Hill last week warning of dire grid reliability consequences from the accelerating loss of essential coal capacity From FERC to the North American Electric […]
03May

FERC Stares Down the Reliability Crisis

The Federal Energy Regulatory Commission (FERC) sits right at the crossroads of the nation’s collapsing grid reliability and the increasingly disorderly energy transition. While FERC commissioners will be the first to tell you they don’t have the tiller for the nation’s energy policy, they do have a keen sense of whether the nation’s electricity markets […]