Goodbye LNG, Hello Coal

Global coal trade is surging as the world’s energy crisis continues. Data from March and April is painting a clear picture about the global scramble to secure coal and the role U.S. exporters are playing in meeting rising demand. According to reporting from The Financial Times, global coal imports are on track to reach their […]

Safety Progress Signals a Stronger Future for Mining

There’s a clear and encouraging trend emerging across the U.S. mining industry: safety is at an all-time high. New data from the U.S. Department of Labor’s Mine Safety and Health Administration (MSHA) shows that the industry’s total recordable injury rate in 2025 fell to its lowest recorded rate, dropping to 1.74 per 200,000 hours worked […]

Strengthening Energy Security: DPA Action Reinforces America’s Coal Advantage

This week, President Trump signed a Presidential Proclamation to employ the Defense Production Act (DPA) to secure coal supply chains and support affordable and reliable baseload power generation capacity. The order – part of a salvo of actions in response to the global energy crisis – will allow the administration to make purchases, commitments and […]

PJM’s Power Crunch: Why Coal Is Critical to Closing a 60-Gigawatt Gap

As the data center boom advances, electricity grids across the country are scrambling to find new generation. While a growing number of data centers are turning to behind the meter solutions – proposing to generate their own power on site – regional grids are also facing a tsunami of new demand. Nowhere is that truer […]

China’s Coal Playbook Is Winning

As the world grapples with yet another global energy shock, one reality is becoming increasingly clear: China prepared for this moment and is emerging as a winner. China has prioritized energy security, anchoring its economy in abundant domestic coal while simultaneously investing in electrification and renewables. Today, that approach is paying dividends. China’s resilience offers […]

Today’s Gas Glut, Tomorrow’s Price Shock

Despite the U.S. emerging as the world’s largest oil producer and a net exporter, consumers are finding out record U.S. production is little buffer against a global oil shock. U.S. oil, gasoline and diesel prices are surging from the conflict in the Middle East. Surprisingly, domestic natural gas prices have not jumped. In fact, they’ve […]

The Global Pivot to Coal Is About More Than Electricity

The ongoing conflict in the Middle East is not only reshaping energy trade flows today but it’s also beginning to transform the marketplace for years to come.  Qatar, the world’s second largest exporter of liquified natural gas (LNG), is saying damage done to its LNG facilities means it could be five years before its exports […]

New U.S. Coal Capacity is Coming

The U.S. hasn’t opened a new coal power plant since 2013. That’s about to change. This week, the proposed 1.25-gigawatt Terra Energy Center in southeast Alaska announced it has secured an agreement with South Korea’s Hyundai Heavy Industries Power Systems for roughly $1 billion in utility-scale boilers. It’s the first such order for a U.S. […]

Another Global Pivot to Coal?

War in the Middle East is continuing to upend energy markets. With natural gas supply dramatically reduced with the closure of the Strait of Hormuz and natural gas prices soaring globally, the pivot to coal has begun. Buyers from Europe to Asia are scrambling for natural gas substitutes. Rising prices for thermal coal – still […]

A Global Energy Security Shock

The conflict in Iran, which has now spread across much of the Middle East, is roiling energy markets. Not only has Iran in effect closed the Straits of Hormuz but oil and natural gas production across the region is coming to a standstill. Qatar, the world’s second largest exporter of liquified natural gas (LNG), has […]