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Map of US coal plants scheduled to retire in 2025 but delayed to a later year, with capacity shown in megawatts.

US coal fleet modernization gains momentum as reliability concerns grow

US coal fleet modernization is attracting renewed attention as utilities and policymakers respond to rising electricity demand, growing data-centre activity and concerns over grid reliability. New analysis highlights how retrofits, efficiency upgrades and digital technologies are being used to extend the operating life of existing coal-fired power plants while supporting dependable generation capacity. US coal fleet modernization is becoming a […]

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Chart showing historical and forecast thermal coal prices in US dollars per tonne from 2015 to 2035.

New analysis highlights financial and market risks facing Whitehaven Coal

Whitehaven Coal’s debt structure, thermal coal market exposure and future emissions liabilities are under renewed scrutiny following the publication of a new analysis by IEEFA. The report argues that rising costs, softer long-term pricing assumptions and increasing regulatory obligations could place additional pressure on margins across parts of the company’s thermal coal portfolio. Whitehaven Coal is facing increased financial and […]

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Chart showing Southeast Asia coal demand, production and net trade by scenario from 2024 to 2050.

Southeast Asia coal demand remains resilient despite energy transition plans

Coal demand remains a defining feature of Southeast Asia’s energy landscape despite ambitious plans to expand renewable energy and reduce emissions. A new outlook highlights the region’s continued reliance on coal-fired power generation, with coal supplying around half of electricity generation while remaining closely linked to energy security and affordability concerns. Coal demand remains a defining feature of Southeast Asia’s […]

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Chart showing expected power sources for meeting AI and data-centre demand over the next five to ten years.

AI power demand continues to reshape the future energy supply debate

AI power demand is increasingly influencing discussions around future energy supply as utilities, policymakers and energy companies assess how best to meet rapidly growing electricity needs. New industry research highlights rising concerns over grid reliability, generation capacity and infrastructure development as data-centre expansion accelerates across major economies. AI power demand is reshaping the future energy supply debate as utilities, policymakers […]

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