June 17th, 2026

BOTTOM LINE UP FRONT

Recent federal policy shifts have eased some regulatory pressure on existing coal plants and strengthened the case for preserving strategically valuable firm capacity. In this environment where dependable replacement capacity, transmission upgrades, or fuel-supply alternatives do not exist, coal plant retrofits including, controls modernization, and digital upgrades may extend the useful life of existing plants at reasonable cost and with measurable reliability benefits.

June 17th, 2026

OVERVIEW

Coal has played a foundational role in shaping the energy systems, industrial base, and regional economies of the Southwestern United States for more than a century and remains a strategically significant domestic resource, providing power and fuel security. This article examines coal’s historical role in the Southwest, assesses its current status, and evaluates pathways to stabilize and optimize existing assets while expanding coal’s contribution through non-power applications, including critical minerals, construction materials, and advanced carbon products.

Job Title: 
Senior Fellow for Energy Security
Organization: 
United States Energy Association

Steven Burns is an energy and critical infrastructure security expert with more than two decades of experience spanning the US government and the private sector. He most recently served as director for energy security on the White House National Security Council staff, advising senior leaders on energy supply disruptions, allied support, and infrastructure resilience amid geopolitical crises. Prior to that, he was chief of energy and infrastructure at USAID’s Bureau for Europe and Eurasia, where he designed and led assistance programs focused on energy-sector cybersecurity, electricity and natural gas network planning, and utility disaster preparedness and recovery across priority partner countries. 

Earlier in his career, he advised electric utilities and multinational industrial companies on power asset development and procurement strategies, and authored technical work on power system and nuclear component operability. Across his career, he has managed large, multi-country portfolios and mobilized substantial investment toward secure, reliable infrastructure outcomes. Burns holds a PhD in engineering management from the George Washington University, an MS in mechanical engineering from the University of Massachusetts Amherst, and a BS from Carnegie Mellon University, and is a registered professional engineer. 

Profile Type: 
Staff
Credentials: 
Dr.

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