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Tag: energy security

Germany’s coal and lignite exit plan from 2020 to 2038, including reserve requirements and new gas capacity

German coal phase-out faces delays in replacement gas capacity

Gas-to-coal switching as EU gas-fired power generation costs rise above coal generation costs in 2026

Higher LNG prices expected to drive gas-to-coal switching across Asia

Infographic showing how Strait of Hormuz disruption raises energy costs, from supply shock to higher power prices, with charts and icons.

US coal-fired generation could benefit from prolonged energy market disruption

World map showing regional coal consumption (2022–2024) with bars for United States, Europe, China, India and rest of world; US declines from 9.9 to 7.9, Europe falls from 9.9 to ~7.6, China rises from 87.8 to 92.2, India from 20.0 to 23.0, rest of world around 34.0–34.4.

Global coal demand remains resilient despite the energy transition

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

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 and energy security concerns support coal prices in 2026

Coal demand proves resilient as energy security concerns reshape power markets

Chart showing PJM RPM reserve margins and RTO clearing prices over time.

US power reliability concerns grow as demand outpaces new generation

Ember chart showing additional oil and gas import costs for Türkiye in 2026 due to rising fossil fuel prices.

Turkish coal imports remain exposed to global energy market disruptions

Framework showing five indicators used to identify planned grid-connected coal plants that may warrant reconsideration.

Coal plant value in focus as 640 GW of coal fired generation comes under review

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