energy transition

05Oct

Sweater Weather

It’s getting cold out there. And across energy-strapped Europe, government officials are taking note Last week, Danish authorities ordered one of its electricity providers to continue and resume operations of power station units that use coal and oil for fuel. And while the move is absolutely what needs to be done to keep the lights […]
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, […]
25May

Soaring Energy Prices are Swallowing Economic Recovery

Contrasting the painful immediacy of an oil price shock to that from electricity prices, Bloomberg columnist Javier Blas wrote, “akin to a rising tide, it is slow but relentless and then, surprise, you are overwhelmed.” Blas penned that description about the crushing electricity costs about to overwhelm Europe, but the metaphor neatly describes the electricity crisis […]
04May

The End of Flat Power Demand: Electrification, Big Data and Crypto

A new energy era is here. The shale gas glut and years of flat power demand have come to an abrupt end. Those two constants of the past decade have been replaced by soaring gas prices and the return of rising power demand driven by the data revolution and electrification. Natural gas prices are four […]
16Mar

EPA is Determined to Accelerate the Electricity Affordability Crisis

The energy crisis emanating from Europe is a wakeup call for policymakers about the importance of energy security and the delicate balancing act required by the energy transition. Europe’s energy policy missteps are now proving an invaluable example of a path best avoided. Overreliance on Russian energy, lack of dispatchable fuel diversity and a rushed […]
23Feb

The Reliability Crisis Reaches a New Gear

A new consensus is building that electricity grid reliability problems are in fact very real and very serious. That may not be news to anyone who has been paying attention. There have been countless warnings that something is very wrong but, for years, many of the warnings and some of the loudest voices making them […]
16Feb

Creating Our Own Energy Crisis

Perhaps the greatest challenge of the energy transition is timing the installation of the infrastructure and generating capacity required for our energy future in parallel with – or more quickly – than we are dismantling our current electricity mix and the affordability and reliability it underpins. Unfortunately, it’s a challenge policymakers either seem not to […]
12Jan

The Loss of Dispatchable Fuel Diversity Reverberates in Europe

U.S. coal generation came roaring back last year, rebounding 17% from 2020 and grabbing market share from higher priced natural gas. The U.S. coal fleet is proving to be an invaluable price shock absorber amid energy-driven inflation here at home and coal is also an equally important missing price shock absorber in Europe. The U.S. […]
15Dec

Looking Back as We Begin to Look Forward

The year is coming to a close, but before we look forward to 2022, it’s worth looking back on 2021 and the moments and themes that have shaped how we think about coal and its future. Over the course of 2021, this blog has tried to offer insight and perspective on an energy conversation that […]
13Oct

A Responsible Energy Transition Can’t Mean Energy Shocks

The word “transition” suggests a measured, thoughtful change, not a jump cut. That’s why the energy “transition” proposed in the reconciliation package doesn’t feel like a transition at all. It’s an upending of the nation’s energy mix and the jobs that support millions of families. As the global energy crisis deepens, it’s increasingly clear that […]