power demand

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 […]
02Sep

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 […]
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 […]
18Aug

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 […]
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 […]
14Jan

An AI Power Tipping Point

The AI and data center boom is now driving the electricity and affordability crisis. Just this week, President Trump took to Truth Social to show he’s focused on the challenge, writing, “I never want Americans to pay higher electricity bills because of data centers.” He added that his team is now working with technology companies […]
08Jan

A New Record

Despite years of forecasts of imminent decline, coal demand keeps growing. While the final numbers aren’t in, the International Energy Agency (IEA) recently found global coal demand was on track to rise by 0.5% in 2025, reaching a record 8.85 billion tonnes. With energy affordability and security globally paramount, the irreplaceability of coal shouldn’t be that surprising. […]
19Nov

Surging Power Demand Adds to Winter Reliability Woes

New analysis sees U.S. peak power demand jumping a stunning 166 gigawatts (GW) in the next five years. The surge in new demand comes overwhelming from data centers. To put this new demand into perspective, the jump is equivalent to 15 times the peak demand of New York City. The estimate comes from Grid Strategies, […]