Wood Mackenzie

29Jul

The Natural Gas Price Squeeze is Coming, Coal Offers a Critical Safety Valve

The decade of cheap domestic natural gas is coming to an abrupt end. So say analyses from Wood Mackenzie and Bloomberg New Energy Finance (BNEF), a conclusion that holds huge implications for our energy policy, consumers and the nation’s economic competitiveness. Wood Mackenzie forecasts Henry Hub natural gas prices, the domestic benchmark, will approach $5 […]
15Apr

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 […]
29Oct

Reliability is a “Five-Alarm Fire”

Rising electricity prices and their impact on the economy and ballot box have become front page issues. However, the nation’s teetering grid reliability is the crisis we must not ignore. With power demand surging, and utilities struggling to get new infrastructure and dispatchable generation onto the grid, alarm over the state of the nation’s power […]
15Oct

Coal Demand is Up and Utilities Recognize the Value of their Plants

U.S. coal generation is roaring. According to the U.S. Energy Information Administration, the U.S. electric power sector consumed 15% more coal in the first half of 2025 than in the first half of 2024. Higher electricity demand and higher natural gas prices are driving the uptick. And it’s these two dynamics – along with ongoing […]
10Sep

Can We Win the AI Race and Shield Consumers from Rising Power Prices?

Every week brings more news about surging power demand, rising electricity prices and the need for more dispatchable power. Political frustration with rising prices is beginning to collide with the desire to win the AI race and build the data center infrastructure needed to support this remarkable technological moment. In the latest sign of the […]
30Oct

Inheriting an Electricity Affordability Crisis

In March of this year, federal data revealed the rise in electricity prices was far outpacing general inflation. With electricity demand beginning to soar from electrification, and most notably the data center and AI revolution, that trend is only poised to accelerate. According to new analysis from a leading energy consultancy, utilities are now facing […]
23Oct

The Numbers Aren’t Adding Up

At the Federal Energy Regulatory Commission’s annual Reliability Technical Conference on Oct. 16, the nation’s top grid reliability expert sounded like a doctor delivering grim news. Despite the many warnings, despite countless reports and congressional testimony, the reliability of the nation’s grid is going from bad to worse. North American Electric Reliability Corp. (NERC) CEO Jim Robb […]
19May

Here Come the Blackouts

We now know that the rolling blackouts that gripped California last summer weren’t an anomaly. They were, in fact, a preview of a reliability crisis that has grown to stretch across the Western grid. The Western Electricity Coordinating Council (WECC) is warning that the West simply doesn’t have enough power supply to meet a region-wide […]
10Nov

Stumbling Over Transmission

The cost of wind and solar power may be falling but building the transmission infrastructure to send power across the country – perhaps the key piece of the renewable puzzle – has only gotten more difficult and more expensive. A reality now playing out in both the U.S. and Europe. Germany’s attempt to pivot to […]