energy addition

05Jun

Surging Power Demands Meet an Inflexible EPA Agenda

Not a week goes by without another jaw-dropping projection on the speed and scale of power demand growth. PJM Interconnection, the nation’s largest grid operator serving 65 million Americans, has warned again and again that it is facing rapidly approaching capacity shortfalls. The collision of soaring power demand driven by electrification, new industrial activity and […]
22May

As Electricity Demands Soars, BLM Says No New Federal Coal Leasing

On May 16, the Biden administration announced it would not be issuing any new coal leases in the Powder River Basin, the beating heart of federal coal production. It was a decision that doubles down on the administration’s effort to leave the nation woefully unprepared for surging power demand. Riding on the coattails of the […]
08May

EPA’s Regulatory Blitz Collides with Hyperscale Power Demand

“You never like to have to sue, but we’re going to do what we have to do to defend our grid and our customers that use that grid,” Ben Fowke, American Electric Power (AEP) interim president, CEO and director, said during a recent earnings call. Facing surging power demand, AEP – which serves 5 million […]
27Mar

Where is the Power Going to Come From?

It is becoming inarguably clear the U.S. is in for a surge in electricity demand. The Biden EPA just finalized its tailpipe rule and by 2032, 70% of new cars will run primarily on electricity. New semiconductor and battery manufacturing plants are connecting to the grid with power demands that rival small cities. Add in […]
18Oct

More of Everything

Every few months we get an important course correction on energy math. That is, for all the talk of an energy transition, the data tell a far more nuanced story. Yes, renewables are an increasingly important part of our energy mix and electric vehicles sales are soaring, but where do these trends fit in the […]
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 […]
10Aug

Global Coal Use is on the Rise  

While domestic energy policy continues to dominate headlines, it’s important policymakers don’t lose perspective on global energy reality. For all the talk of energy transition, the global story is one of energy addition where renewable sources of power are largely being added in addition to existing infrastructure and fuels. The world can’t pump enough oil, […]
05Apr

Innovation as a Path Forward on Energy and Climate Includes all Fuels

Just when you think the global energy crisis has reached rock bottom, it seems to find new depths. March will go down in the record books as the most expensive month for power prices in European history. And while the acute nature of the current pain stems from Russia’s weaponization of its energy resources, it’s […]
07Jul

A Global Coal Boom

The global energy transition is feeling far more like global energy addition. Fossil fuels are having quite the moment. The Biden administration is lobbying OPEC to pump more oil and provide relief at the gas pump. Global natural gas prices are soaring, and coal prices and coal demand have jumped to record levels. Energy and […]