James Danly

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 […]
27Dec

2023 in Review

The year is coming to a close but, before the ball drops and we ring in 2024, it’s worth looking back on the energy stories and themes that shaped 2023 and coal’s role in them. Globally, coal demand hit an all-time high while at home – despite ever-louder warnings about imploding grid reliability – the […]
20Nov

Can the Biden EPA Accept Reality?

As The Wall Street Journal recently put it, “the energy transition is getting a dose of reality.” In the U.S., offshore wind projects are evaporating, transmission lines remain extraordinarily difficult to build, the nation’s first planned small modular reactor project was just cancelled and dozens of renewable-power developers are trying to rewrite contracts to recoup […]
15Nov

With All Alarms Sounding, EPA Has Few Answers and Less Planning

In the hours before the regulators at the Federal Energy Regulatory Commission (FERC) sat down with stakeholders from across the country to discuss the nation’s deteriorating grid reliability, the urgency of the gathering was underscored by a new and deeply unsettling winter reliability assessment. The North American Electric Reliability Corporation (NERC) found in its most […]
08Nov

Will FERC Hold EPA to Account?

This Thursday, the Federal Energy Regulatory Commission (FERC) is holding its annual technical conference on grid reliability. Of particular interest is the attention FERC and its expert witnesses will give to examining the impact the U.S. Environmental Protection Agency’s (EPA) so-called Clean Power Plan 2.0 will have on reliability. FERC is digging into reliability at […]
01Nov

The Next Winter Reliability Crisis is Almost Here

It may have been a balmy 80 degrees in the nation’s capital this week but make no mistake, winter is coming and with it ever-greater concern about the perilous state of the nation’s electricity grid. For all the white knuckling from grid operators during summer months, when heat waves and record demand stressed power supply […]
24Oct

Congress Can Act on Grid Reliability

Months of congressional hearings have led to a crescendo of concern over grid reliability and the danger posed by the Biden administration’s regulatory agenda. With eye-opening testimony coming from utilities, co-ops, grid operators and reliability regulators, Congress now has a deeply important opportunity to take action. Today, the House Energy, Climate & Grid Security Subcommittee […]
30Aug

The Energy Policy Torpedo

The nation’s grid reliability watchdog added an alarming new dimension to its regular warnings over the eroding state of the nation’s grid reliability. For the first time, the North American Electric Reliability Corporation (NERC) is warning that energy policy now directly threatens reliability. In the latest edition of NERC’s Reliability Risk Priorities Report, the authors […]
16Aug

EPA’s UnINiformed Decisions

Who exactly did the U.S. Environmental Protection Agency (EPA) consult about grid reliability when constructing its so-called Clean Power Plan 2.0? Formal comments on the rule have made it rather clear who EPA didn’t consult: the very folks tasked with keeping the lights on have made it abundantly clear the rule is a grave danger […]
10May

FERC Testifies to the Importance of the Coal Fleet

As the U.S. Environmental Protection Agency (EPA) charges ahead with its regulatory agenda aimed at driving the coal fleet off the grid, the Federal Energy Regulatory Commission (FERC) was on Capitol Hill last week warning of dire grid reliability consequences from the accelerating loss of essential coal capacity From FERC to the North American Electric […]