electricity prices

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 […]
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 […]
11Mar

Another Global Pivot to Coal?

War in the Middle East is continuing to upend energy markets. With natural gas supply dramatically reduced with the closure of the Strait of Hormuz and natural gas prices soaring globally, the pivot to coal has begun. Buyers from Europe to Asia are scrambling for natural gas substitutes. Rising prices for thermal coal – still […]
25Feb

Americans Embrace the Coal Fleet

Electricity affordability is a top-tier issue and one that is shaping elections. While the impact of AI and data centers is the elephant in the room, voters are increasingly aware of the energy policy decisions that have led to the rise in power prices – up 40 percent since 2020 – and the current efforts to […]
18Feb

Coal Answers the Natural Gas Bottleneck

American manufacturers are facing an energy crisis. Despite the U.S. being the world’s largest natural gas producer, manufacturers are increasingly being cutoff from natural gas supplies during periods of peak winter and summer demand. The critical challenge is a lack of pipeline capacity to meet the competing needs of power generation, heating and manufacturing. And […]
11Feb

Coal Power Saved Americans $30-40 Billion in 2025

Coal has been the nation’s grid reliability MVP this winter. It was also consumers’ affordability MVP in 2025. A new report by Energy Ventures Analysis (EVA) finds that last year coal generation served as an important buffer against energy inflation delivering $30 to $40 billion in total savings, lowering Americans’ power bills an average of $100 to $150 […]
21Jan

The Affordability Crisis Is a Reliability Crisis

Soaring electricity prices have become a top-tier political issue and will remain so through midterms and likely far longer.  That was underscored last week when the Trump administration hosted several state governors from PJM Interconnection territory, the nation’s largest electricity market, to urge the grid operator to hold an emergency capacity auction for data center […]
14Jan

An AI Power Tipping Point

The AI and data center boom is now driving the electricity and affordability crisis. Just this week, President Trump took to Truth Social to show he’s focused on the challenge, writing, “I never want Americans to pay higher electricity bills because of data centers.” He added that his team is now working with technology companies […]
08Jan

A New Record

Despite years of forecasts of imminent decline, coal demand keeps growing. While the final numbers aren’t in, the International Energy Agency (IEA) recently found global coal demand was on track to rise by 0.5% in 2025, reaching a record 8.85 billion tonnes. With energy affordability and security globally paramount, the irreplaceability of coal shouldn’t be that surprising. […]