Blog

02Apr

Grid Operators Tell Congress They Face a “Generational Challenge”

Last week, a congressional hearing, titled “Keeping the Lights On: Examining the State of Regional Grid Reliability,” brought together executives from the seven U.S. wholesale power markets that manage the supply and flow electricity in two-thirds of the country. Their message to all listening was crystal clear: power shortfalls and soaring prices for consumers are […]
26Mar

Confronting the AI Electricity Bottleneck

The CEO of NVIDIA, a global leader in AI, recently observed, “Every single data center in the future will be power limited… We are now a power limited industry.” What he was saying is that electricity is now the key constraint on the development of data centers, the uptake of AI and the economic potential […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]