China

14Oct

The World Needs More Coal and America Can Deliver

India was already planning a major expansion of its coal fleet. Now those already ambitious plans are getting an upward revision. Electricity demand in India is growing so quickly that even a massive buildout of renewable energy isn’t keeping pace with the urgent need for reliable, affordable supply. It’s a story with global significance and […]
24Sep

Another Record

Global coal demand is going to set another record this year, according to the International Energy Agency (IEA). Growing energy demand and increased reliance on coal in the wake of the ongoing conflict in the Middle East will increase global demand by 1.2% this year compared to last. Coal demand will reach an all-time high […]
12Aug

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 […]
17Jun

Global Coal Investment is Rising and a New Energy Security Playbook is Emerging

Has the Iran energy crisis driven new demand for coal? Certainly. But as the International Energy Agency (IEA) reveals in a new report on global energy investment, coal was already very much in demand. The war with Iran and its energy disruptions have only supercharged it. According to the IEA, investments in coal have reached […]
27May

Coal’s Global Staying Power

Evidence is continuing to mount that we’re in an era of global energy addition—not transition. While wind, solar and grid-scale battery capacity continue to grow, so too is coal capacity. Nations are adding new energy resources while retaining — and in many cases expanding — coal generation to meet rising demand, support industrial growth and […]
20May

Coal’s New Role in the Global Energy Security Era

The Iran war is reshaping global energy markets and accelerating a trend many analysts underestimated: coal’s resurgence as a strategic alternative not just to natural gas but increasingly to oil itself. As conflict in the Middle East threatens shipping routes and injects fresh volatility into LNG and petroleum markets, countries across Asia are pivoting to […]
08Apr

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 […]
25Mar

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 […]
04Feb

Reinforcing Winter Grid Reliability

The weather predicting skills of a certain groundhog remain up for debate, but Punxsutawney Phil saw his shadow this week and, sure enough, the brutal cold is sticking around.   Eastern states are likely to face frigid temperatures for much of February as the polar vortex pushes arctic air south. The forecasters at AccuWeather say to […]
17Sep

Can West Virginia Come to the Rescue?

“We must become the indispensable battery of the nation,” West Virginia Governor Patrick Morrisey said last week when he announced a plan to expand the state’s generating capacity to 50 gigawatts (GW) by 2050 from roughly 15 GW today. Morrisey’s plan, called “50 by 50,” envisions not just an effort to maintain West Virginia’s existing […]