May 1st, 2026
BOTTOM LINE UP FRONT
April 1st, 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.
April 1st, 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.
February 1st, 2026
OVERVIEW
February 1st, 2026
OVERVIEW
May 12th, 2026
“The Cost of Permitting Delays in PJM: Long-Term Impacts on Electricity Prices, Reliability, Emissions, and Investment Timing"
May 5th, 2026
Artificial intelligence is often discussed as a race for chips, models, and computing capacity. It is also a race for electricity, grid capacity, and the ability to deliver reliable power at the scale and speed that advanced computing requires.
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