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Tag: grid reliability

PJM electricity generation by fuel source during the June–July 2026 U.S. heat wave showing increased coal and natural gas output.

Coal and natural gas carried PJM electricity generation during U.S. heat wave

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 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

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

US power reliability concerns grow as demand outpaces new generation

Chart showing lignite and coal power output ramping in Germany to support wind and solar integration.

Flexible coal power could play a larger role in Asia’s energy transition

Bar chart: Germany's 2026 electricity cost (EUR/MWh) by source with stacked components (CAPEX, fuel, O&M, etc.), showing totals 374, 214, 120, 143, 133 EUR/MWh for Solar, Wind onshore, Gas CCGT, Hard coal, Lignite, Nuclear, with capture rates noted.

Power generation costs may favour coal more than widely believed

Multi-line time-series chart (2004–2026) showing each marginal fuel category's share: Gas, Wind, Coal, Oil, Uranium, Municipal Waste, Landfill Gas, Interface, Emergency DR, Other. Coal starts high and declines over time while Gas rises, Wind increases later, and the remaining categories stay small with minor fluctuations.

AI-driven power demand boosts coal power generation economics in US capacity markets

Line chart showing annual US electric power coal consumption declining from around 1 billion short tons in the early 2000s to about 400 million short tons by 2024.

US coal plays strategic role in energy security

Bar chart showing that during Winter Storm Fern, most incremental electricity demand was met by dispatchable generation, led by natural gas and coal.

Winter Storm Fern coal generation shows why dispatchable power remains essential

Chart showing India’s daily solar and non-solar peak demand in 2025-26 up to 31 January 2026

India’s National Generation Adequacy Plan maps power capacity needs to 2035-36

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