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energy transition

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 Those two constants of the past decade have been replaced by soaring gas prices and the return of rising power demand driven by the data revolution and electrification.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 […]
  • On May 4, 2022
  • Bloomberg, electric vehicles (EV), electricity prices, Electricity Reliability Council of Texas (ERCOT), energy transition, Federal Energy Regulatory Commission (FERC), grid reliability, Manhattan Institute, Mark Mills, National Renewable Energy Lab, natural gas, Texas
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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 […]
  • On March 16, 2022
  • CERAWeek, electricity prices, energy transition, Environmental Protection Agency (EPA), Europe, Fox Business, Michael Regan, National Mining Association (NMA), New England, Rich Nolan, Russia, Ukraine, Wall Street Journal
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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 […]
  • On February 23, 2022
  • California, California ISO, Cheryl LaFleur, Curt Morgan, Electricity Reliability Council of Texas (ERCOT), energy transition, grid reliability, ISO New England, Midcontinent Independent System Operator (MISO), National Mining Association (NMA), New England, North American Electric Reliability Corporation (NERC), NYISO, Rich Nolan, Texas, transmission lines, Vistra Corp., Wall Street Journal
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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 […]
  • On February 16, 2022
  • ClearView Energy Partners LLC, electricity prices, energy transition, infrastructure, Jonathan Chait, Maine, Massachusetts, New York, New York Magazine, Politico, renewable energy, S&P Global, The Bangor Daily News, Timothy Fox, transmission lines, Vermont
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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. […]
  • On January 12, 2022
  • electricity prices, energy transition, Europe, Holman Jenkins, natural gas, United Kingdom, Wall Street Journal
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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 […]
  • On December 15, 2021
  • carbon capture utilization and storage, Clean Electricity Standard (CES), COP26, economic recovery, energy transition, Federal Energy Regulatory Commission (FERC), grid reliability, infrastructure, metallurgical coal, natural gas, polling, Texas
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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 […]
  • On October 13, 2021
  • Amos Hochstein, Asia, Bloomberg, China, electricity prices, energy transition, Europe, Kathy Bostjancic, Li Keqiang, Rich Nolan, U.S. Energy Information Administration, Wall Street Journal
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06Oct

Energy-Driven Inflation is Here

Europe’s energy crisis is threatening to jump across the Atlantic with affordable and reliable energy, the very foundation for economic recovery, hanging in the balance. Supply chain disruptions have already provided troubling inflationary pressure on the economy; now, rising energy prices threaten to push a tenuous situation over the edge. The world – especially Europe […]
  • On October 6, 2021
  • Bloomberg, Center for Strategic and International Studies, electricity prices, energy transition, Europe, Germany, Italy, natural gas, Nikos Tsafos, Portugal, Spain, United Kingdom
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29Sep

Dropping a Bomb on Electricity Affordability and Reliability

Senator Manchin began a Senate Energy and Natural Resources Committee hearing with the Federal Energy Regulatory Commission (FERC) by warning that, as the nation takes on the climate challenge, “we have to maintain a diverse and reliable energy mix with the technologies necessary to reduce emissions.” What he soon heard was that the very proposals coming […]
  • On September 29, 2021
  • affordability, Allison Clements, California, Clean Electricity Performance Program (CEPP), energy transition, Europe, Federal Energy Regulatory Commission (FERC), grid reliability, James Danly, Joe Manchin, Mark Christie, natural gas, Senate Committee on Energy and Natural Resources, Texas, West Virginia
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22Sep

Europe’s Energy Crisis is all the Warning We Need

The past few weeks have seen Europe drift into an energy crisis of its own making – a perfect storm of bad policy. As wind generation has collapsed across Europe, overreliance on natural gas as a bridge fuel and backstop to renewable intermittency has come home to roost. Tight natural gas supplies, soaring prices and […]
  • On September 22, 2021
  • Bloomberg, energy transition, Europe, Financial Times, fuel security, Goldman Sachs, grid reliability, Helen Thompson, natural gas, United Kingdom, Wall Street Journal, wind
  • Read More
Page 1 of 212
Recent energy transition Posts
  • The End of Flat Power Demand: Electrification, Big Data and Crypto
  • EPA is Determined to Accelerate the Electricity Affordability Crisis
  • The Reliability Crisis Reaches a New Gear
  • Creating Our Own Energy Crisis
  • The Loss of Dispatchable Fuel Diversity Reverberates in Europe
  • Looking Back as We Begin to Look Forward
  • A Responsible Energy Transition Can’t Mean Energy Shocks
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Count on Coal
Recent Posts
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  • Soaring Natural Gas Prices Require an Energy Policy Rethink
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