energy transition

16Oct

We’re Going to Need a Bigger Boat

Every month, projections on just how much and how fast U.S. electricity demand is growing keep rising. As those projections soar, the arithmetic of the energy transition is being rewritten in real time. There’s the unforgettable line in Jaws, when the chief of police, Martin Brody, sees the shark for the first time. Stunned, he […]
02Oct

PJM Can’t Get New Capacity Online

At the precise moment power demand is exploding, PJM, the operator of the nation’s largest grid, is struggling to get new capacity online. In fact, the problem is doubly difficult. At the exact time PJM desperately needs new capacity additions to surge, they’re stalled, and the U.S. Environmental Protection Agency (EPA) is making matters worse […]
07Aug

Soaring Costs with Little to Show

With all the noise surrounding the energy transition, sometimes it’s hard to grasp what’s truly happening, or not happening at all. Is the shift to renewable power and the infrastructure to support it moving smoothly? Or is it proving far more challenging and costly than advocates want to admit? What’s happening in California, New York […]
20Mar

Missing the Heart of the Story

Over the past few weeks, both The Washington Post and The New York Times have discovered the sudden reemergence of soaring electricity demand and its collision with the nation’s teetering supply of power. The Post feature, which ran on the front page the morning of the State of the Union, was dramatically titled, “Amid explosive […]
06Mar

Mr. President: Listen to Americans on Energy Policy

With the State of the Union address now here and energy policy likely to have a significant role in the President’s agenda, it’s valuable to understand what Americans actually want from the nation’s energy policy. As new national polling released from the National Mining Association (NMA) and conducted by Maru Public Opinion makes clear, Americans […]
13Dec

A System on the Brink

The North American Electric Reliability Corporation’s (NERC) latest long-term reliability assessment is clear: the bulk power system is in crisis and the energy transition is being woefully mismanaged. The report reveals surging electricity demand, potential supply shortfalls under both extreme weather conditions and normal operating conditions, as well as alarming peak capacity deficits in grids […]
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 […]
25Jul

U.S. Miners Make American Life Possible

As the U.S. labor market cools and employment gains slow, the mining industry continues to provide extraordinary career opportunities about which most Americans know very little. When asked to describe a day in the life of a miner, most think of pickaxes and canaries instead of the remotely-operated machinery, artificial intelligence and other innovations that […]
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 […]