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19Mar

Undoing the Regulatory Assault on Grid Reliability

Just a week ago the U.S. Environmental Protection Agency (EPA) launched the “biggest deregulatory action in history,” announcing 31 actions to unleash American energy, lower the cost of living, restore the rule of law and give power back to states to make their own decisions. Notably, on the urgent issue of rapidly eroding grid reliability, the […]
  • On March 19, 2025
  • Clean Power Plan 2.0, Environmental Protection Agency (EPA), Federal Energy Regulatory Commission (FERC), grid reliability, Mark Christie, Michael Regan, National Mining Association (NMA), Rich Nolan
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11Mar

Burgum and Wright Look to Coal Power

How can the U.S. win the AI arms race with China and preserve reliable and affordable power for all Americans? Secretary of the Interior and Chair of the Energy Dominance Council, Doug Burgum, had a clear answer: use the coal fleet. In a TV interview with Bloomberg News (watch the clip below), Burgum said the […]
  • On March 11, 2025
  • Bloomberg, Chris Wright, Doug Burgum, energy, National Mining Association (NMA), Rich Nolan, Trump administration
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26Feb

A Most Critical Material

Steel underpins modern society. As the world builds, urbanization increases, infrastructure expands and new technologies emerge to help meet soaring energy demand, steel is the essential material making it happen. And it is metallurgical coal that is used to produce 70% of the world’s steel. Metallurgical coal is a critical, strategic material that underpins economic […]
  • On February 26, 2025
  • global security, infrastructure, metallurgical coal, steel, Ukraine
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19Feb

Manufacturers Join the Chorus: Keep the Coal Fleet Open

In just a matter of weeks, momentum has swung decisively in favor of preserving the coal fleet. First, Federal Energy Regulatory Commission (FERC) Chairman, Mark Christie, put out a statement saying the nation must “stop the premature retirement of dispatchable generation.” He was followed by the Secretary of Energy, Chris Wright, who said the U.S. should […]
  • On February 19, 2025
  • Chris Wright, Federal Energy Regulatory Commission (FERC), Industrial Energy Consumers of America (IECA), Mark Christie, natural gas, power demand
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12Feb

Choosing Energy Insecurity

Europe is once again reaping the rewards of its energy policy failures. Natural gas prices are surging, jumping 30 percent in the past two months to reach a two-year high. Cold, windless weather has meant rapidly depleting gas storage and rising prices. For the lucky few, dispatchable fuel diversity is helping temper price spikes. In […]
  • On February 12, 2025
  • Chris Wright, Department of Energy (DOE), dunkelflaute, Europe, Germany, Poland, Wall Street Journal
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05Feb

Power Demand Math Doesn’t Work Without Coal  

The nation’s grid operators are now forecasting 8.2 percent growth in electricity demand over just the next five years, largely driven by the rapid addition of AI data centers. That’s equivalent to hooking up nearly 50 million homes to the grid by 2029. It’s no secret, U.S. power supplies are already alarmingly tight, particularly in periods of […]
  • On February 5, 2025
  • Atlanta Journal-Constitution, Federal Energy Regulatory Commission (FERC), Georgia Power, Mark Christie, Mark Mills, power demand
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29Jan

Gigawatts Hiding in Plain Sight

Where is the U.S. going to get the power needed to meet surging demand? It’s a question that has become a day-one issue for the Trump administration and the AI economic engine. Just how much power are we talking and how fast? A recent forecast sees U.S. electricity demand rising 128 gigawatts (GW) over just […]
  • On January 29, 2025
  • coal-fired power plants, dispatchable capacity, Donald Trump, John Ketchum, NextEra Energy Inc., PJM Interconnection, power demand
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22Jan

Hitting the Ground Running

On his first day in office, President Trump declared an energy emergency and followed it with a flurry of executive orders and appointments to refocus the nation’s energy policy. That focus is shifting to the twin crises of rapidly eroding grid reliability and spiking costs for consumers—and not a moment too soon. Just this week, […]
  • On January 22, 2025
  • Donald Trump, Federal Energy Regulatory Commission (FERC), grid reliability, Mark Christie, National Mining Association (NMA), North American Electric Reliability Corporation (NERC), PJM Interconnection, polling
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15Jan

Britain Reaps What It Sows

Who could have possibly seen this coming? After celebrating the closure of its last coal plant in 2024 with royal fanfare, Britain is finding itself woefully short of power this winter and facing crushing energy costs. Just last week, the British grid came perilously close to rolling blackouts as demand came within inches of eclipsing […]
  • On January 15, 2025
  • electricity prices, grid reliability, United Kingdom, wind power
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08Jan

Beginning the Year in Crisis

While Americans rang in the new year with “auld lang syne,” the electricity grid regulators at the North American Electric Reliability Corp. (NERC) were singing a very different tune: another winter grid crisis is here. On New Year’s Eve Jim Robb, NERC’s president and CEO, took to YouTube with a strong warning to the power […]
  • On January 8, 2025
  • Eastern Interconnection, fuel security, Jim Robb, natural gas, North American Electric Reliability Corporation (NERC), winter storm
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Recent Blog Posts
  • Racing to Cover Capacity Shortfalls
  • A Grid Emergency in MISO
  • A Demand and Price Shock
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  • Yes, it is an Energy Supply Emergency
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