Coal in the New Energy security age

This geopolitics brief argues that surging power demand (AI/data centers, electrification, reshoring) is rewiring energy strategy. For coal, the center of gravity stays in Asia: China began ~95 GW of new coal builds in 2024 and still relies on coal as its primary dispatchable option; India’s coal-fired output remains on a growth path. By contrast, U.S. coal continues to decline […]