Betting the Grid on Gas

Much of the United States’ ability to meet soaring power demand – and do so affordably – includes a big and risky bet on the natural gas industry. Demand for gas and gas turbines from the power sector is enormous, and so too is demand for natural gas from the nation’s rapidly growing liquefied natural […]

The Age of Electricity Is Becoming the Age of Energy Backlash

International Energy Agency Director Fatih Birol has labeled the coming decades “the Age of Electricity.” Global electricity demand is growing at twice the rate of total energy demand. Whether it’s the emergence and rapid adoption of air conditioning, electric vehicles or data centers, surging electricity demand is upending both energy policy and politics.  As Politico’s Ben Storrow […]

The Electricity Demand Story Everyone Is Missing

The world is using more electricity than ever. Global power demand reached a record high in 2025, growing at more than twice the rate of overall energy demand. But the single largest driver of that growth isn’t artificial intelligence, data centers or electric vehicles. It’s air conditioning. Speaking at an oil and gas conference in […]

Hidden in Plain Sight: Existing Coal Plants offer the Generation that Today Demands

Thanks to this new age of electricity demand and power-hungry data centers, the U.S. currently has record amounts of electricity generation in development. But that build out is getting both harder and more expensive, in the face of demand that waits for no one. What’s the holdup? Baseload power projects requiring natural gas turbines are […]

Coal to the Rescue: Geopolitics and Rising Electricity Demand Require American Coal 

Surging electricity demand and the reprioritization of energy security are reconfirming coal’s irreplaceable role in the global economy.   Global electricity demand is soaring from industrial expansion, electric vehicle deployment, rapid uptake of air conditioning and data center rollouts, among other factors. And as demand soars, so does the need for secure, reliable energy, with the Iran conflict continuing to disrupt global energy markets.   According to […]

The Race for Power Leads Back to Coal

As demand for electricity from AI data centers soars, the data center industry has already indirectly been relying on the coal fleet to meet their soaring power needs. Now, data companies are getting directly into the game, contracting for power from coal plants and even trying to buy coal units. Utilities too aren’t just delaying […]

The Natural Gas Price Squeeze is Coming, Coal Offers a Critical Safety Valve

The decade of cheap domestic natural gas is coming to an abrupt end. So say analyses from Wood Mackenzie and Bloomberg New Energy Finance (BNEF), a conclusion that holds huge implications for our energy policy, consumers and the nation’s economic competitiveness. Wood Mackenzie forecasts Henry Hub natural gas prices, the domestic benchmark, will approach $5 […]

America’s Untapped Export Potential

America has the world’s largest coal reserves. It’s an extraordinary competitive advantage and a remarkable opportunity as global coal demand grows and nations scramble for energy security as the conflict with Iran continues. But U.S. coal exports – and our market share of global coal trade – remain far below what our vast resources suggest […]

India Turns to American Coal

A strategically important coal trade relationship is rapidly taking shape between the United States and India. This week, an Indian delegation led by Ministry of Coal Additional Secretary Shri Sanoj Kumar Jha and dignitaries from India’s coal, power and steel sectors, is visiting North Dakota, Pennsylvania and Washington, D.C., for a series of meetings with […]

Use U.S. Coal to End Russia’s War in Ukraine

As President Trump sat with President Zelensky on the sidelines of the NATO summit earlier today, it was clear the U.S. is engaged in the pursuit of peace between Russia and Ukraine, and willing to offer its assistance. While President Trump suggested new support in terms of air defense missiles may be on the table, […]