renewable energy

28Aug

Modeling the Impossible

One of the common refrains from renewable boosters or even the U.S. Environmental Protection Agency (EPA) is that the U.S. now has the technology needed to rapidly transform our electricity mix and maintain affordable, reliable power. In other words, the renewable technology available today can replace the dispatchable power currently provided by the nation’s coal, […]
07Feb

Recognizing the Full Breadth of the Variability Challenge

As the world begins to use more and more variable renewable energy, we’re learning in real-time just how much more complex and challenging navigating the energy transition will be. A new paper from the International Energy Agency’s International Centre for Sustainable Carbon finds that a potential over-reliance on variable power in trying to maintain a […]
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 […]
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 […]
19Jul

Meeting Global Demand

How important is American coal to the global energy mix? Consider that in 2022 U.S. coal exports went to 71 countries and U.S. coal played a critical role in helping Europe pivot away from Russian energy, filling yawning supply gaps during the worst energy crisis since the 1970s. The U.S. exported 84.8 million short tons […]
21Jun

The Electricity Demand Elephant in the Room

The U.S. Environmental Protection Agency (EPA) is occupying an alternate universe where soaring electricity demand from electrification and big data isn’t a concern. In EPA’s world – or the one they present in justifying their blitz of rules targeting fossil fuel generation – rapid electrification of transportation, heating and heavy industry, and surging electricity demand […]
01Feb

New Study Underscores Threat to the Nation’s Grid Reliability

The latest iteration of a headline-grabbing study, “The Coal Cost Crossover” – which claims the entirety of the existing coal fleet is less economic than new renewable projects – is exactly the type of academic clickbait driving the nation’s reckless approach to the energy transition. Like previous versions, this iteration of the report once again […]
14Dec

American Manufacturers Warn Against Coal Retirements

U.S. natural gas prices have tripled in a year, and promises of its abundance are now being replaced by growing concerns of scarcity as demand outpaces interstate pipeline capacity. Supply chokepoints and regional price premiums are emerging across the country and it’s a problem poised to get far worse as more essential coal generating capacity […]
07Dec

Sailing into the Dark Doldrums

Europe’s energy crisis is finally getting its first real test. Winter has arrived and despite full gas inventories and aggressive action to slash energy demand, there’s a palpable sense across the continent that the lights staying on will come down to the weather. As Bloomberg’s commodities columnist, Javier Blas, recently observed, “The problem is, energy […]
07Sep

Learn from California’s Self-Imposed Crisis

Will California – the global tech capital – plunge into darkness? Broiling heat has once again pushed California’s shaky grid to the limit. Record power demand has threatened to eclipse available supply with utilities, the grid operator and the governor all pleading for citizens and businesses to curb demand to keep rolling blackouts at bay. Just […]