Rare Earth Elements Extracted from Coal Tailings Efforts to recover rare earth elements from coal tailings and coal ash continue to gain momentum entering 2026 as the U.S. works to strengthen domestic mineral supply chains. Studies estimate that more than 11 million metric tons of rare earth materials exist within U.S. coal ash reserves, representing … Read More from Rare Earth Elements Extracted from Coal Tailings
2025 Global Coal Demand—All Time High Global coal demand closed 2025 at a record level, reaching approximately 8.8 billion metric tons, according to international energy market assessments. Growth was driven primarily by electricity generation and industrial output in Asia, where coal continues to support economic expansion and grid stability. While some developed economies reduced coal … Read More from 2025 Global Coal Demand—All Time High
Winter Storm Reliability Severe winter weather in early 2026 once again strained power systems, driving demand spikes and triggering cold-weather reliability alerts across multiple regions. These conditions reinforced long-standing concerns about grid resilience during extreme weather events. The industry continues to reference 2021’s winter storm in Texas as a cautionary tale. That event left more … Read More from Winter Storm Reliability
U.S. Government Shutdown Industry Analysis The temporary federal shutdown in November introduced uncertainty for agencies involved in permitting, environmental reviews, and energy infrastructure planning. While essential operations continued, delays in regulatory processes highlighted the importance of maintaining stable federal capacity to support long-term energy reliability and project timelines across all sectors, including coal. [1] Core … Read More from U.S. Government Shutdown
Early Winter Storms Industry Analysis Early winter storms in November intensified concerns about grid reliability as cold weather pushed electricity demand higher across multiple regions. NERC reported that winter peak demand is rising faster than new capacity additions, increasing the risk of shortfalls if extreme cold limits fuel supplies or reduces output from wind and … Read More from Early Winter Storms
Renewable Energy Project Cancellations Industry Analysis The renewable sector saw significant disruption in November as more than 24 billion dollars in clean-energy manufacturing and project investments were canceled or paused following federal funding cuts and the rollback of key incentives. Developers reported increased uncertainty around long-term policy support, leading several solar, wind, battery, and EV-related … Read More from Renewable Energy Project Cancellations
