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The Next Winter Grid Disaster

If the lights went out for millions of Americans on a frigid day would there be much surprise? There would be shock – and there would be plenty of finger pointing – but “surprise” is a word that might be tellingly missing. In fact, some major regional grid operators might be more likely to be […]

The Jig is Up

When is the U.S. Environmental Protection Agency (EPA) going to face the facts on the unworkable technology mandates in its so-called Clean Power Plan 2.0? Just this week, prominent Senate Democrats Joe Manchin, D-W.Va., Chairman of the U.S. Senate Energy and Natural Resources Committee, Sherrod Brown of Ohio, Mark Kelly of Arizona, Jon Tester of […]

A Critical Year for Grid Reliability

As energy transition policy enters a pivotal year, the challenges of maintaining a reliable and affordable supply of electricity are coming into sharper focus. The era of lab modelling is coming to an end as on-the-ground, real-life curveballs have proven how difficult and unpredictable a transition from baseload – or “always on” – power to […]

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 […]

Doomed from the Start

There’s no question that the Environmental Protection Agency’s (EPA) power plant agenda – designed to prematurely retire coal power plants – is going to imperil U.S. grid reliability. And this blog has outlined how EPA’s proposals have exceeded the agency’s legal authority under the Clean Air Act. Looking at the facts, this blog has politely […]

A System on the Brink

The North American Electric Reliability Corporation’s (NERC) latest long-term reliability assessment is clear: the bulk power system is in crisis and the energy transition is being woefully mismanaged. The report reveals surging electricity demand, potential supply shortfalls under both extreme weather conditions and normal operating conditions, as well as alarming peak capacity deficits in grids […]

Is China Winning the Energy Transition Too?

As the U.S. digs an ever-deeper grid reliability hole for itself as we fumble the energy transition, it’s worth asking is there another approach? The China playbook, which has given them a strategic global advantage in so many areas, may once again be years ahead of the rest of the world.  While much has been […]

The Power Demand Surge

There is a quiet revolution upending the trajectory of our energy future. For all the extraordinary challenges inherent with trying to stand up a renewable-dominant energy mix nearly overnight, perhaps none is beginning to loom as large as the breakneck speed electricity demand is growing all over the country. Speculation about the impact that electrification, […]

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 […]

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 […]