India

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 […]
29Sep

An International Reliability and Affordability Backstop

There’s a very good reason global coal demand is on track to set another record this year: when affordability and energy security matter most, the world leans on coal. That’s playing out right now in both India and thousands of miles away in Europe. In India, every coal plant in the country is now running […]
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 […]
26Aug

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 […]
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 […]
15Jul

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 […]
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 […]
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 […]