President Donald Trump wants to make coal great again, and that could be good news for America鈥檚 high-tech industry.
Chris Woodward
Most of the debate over coal-generated power focuses on climate, but it also affects the global technology and trade environment.
Trump signed four executive orders April 8听aimed at bolstering the U.S. coal industry, which was targeted by Biden administration regulators. These orders听directed all federal departments and agencies to eliminate policies that 鈥渄iscriminate鈥 against the coal industry and accelerate permitting and funding for coal-related projects.听
鈥淧ound for pound, coal is the single most reliable, durable, secure and powerful form of energy,鈥 Trump听said at a White House event featuring coal miners. 鈥淚t鈥檚 cheap, incredibly efficient, high density, and it鈥檚 almost indestructible.鈥
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Trump also resisted what the administration sees as overreach by Democratic-controlled states trying to use local laws to limit federal power to set energy policy.听Perhaps most significantly, Trump directed the Department of Energy to assess how coal-fired power plants can meet growing electricity demands, particularly for AI data centers. It also instructs the DOE to develop a process within 90 days for issuing emergency orders to keep coal plants operational in areas with potential grid reliability issues.
The fight over who will dominate in the development of artificial intelligence is the most critical geopolitical battle facing America, and the top competitor is China. Winning that fight will require massive amounts of electricity.
President Donald Trump signed a flurry of executive orders April 8 calling for the nation to expand the mining and burning of coal, one of the dirtiest fossil fuels. It was all part of a larger effort by the president to 鈥渦nleash America鈥檚 energy.鈥
鈥淲e are talking about from AI and data centers alone as much as 80 gigawatts in new electricity demand in just the next five years,鈥 said Conor Bernstein of the National Mining Association. 鈥淭hat is the equivalent of the power demand needed for 60 million homes.听
Lanny Nickell of Southwest Power Pool raised similar concerns before a House Energy and Commerce subcommittee hearing,听听his group is 鈥渇orecasting peak demand to be as much as 50% higher over the next 10 years, mostly driven by the AI data center boom.鈥
While the United States has restricted the development of base-load power generation from coal, China last year commissioned 55.3 gigawatts of additional coal-fired power capacity, according to data from the Centre for Research on Energy and Clean Air and Global Energy Monitor.
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Another Trump policy at play, Bernstein added, is the push to bring more manufacturing back to the United States. Those factories and facilities will need electricity, adding to the demand already rising faster than supply.
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Environmental groups are pushing back. The Sierra Club听听would drive up electricity prices and increase pollution. 鈥淐hoking on coal and gas plant pollution is not the American Dream,鈥 it said.
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Bonner Cohen, with the Committee for a Constructive Tomorrow, disagrees. He said that 鈥渘othing drives up utility bills like being dependent on intermittent 鈥 which is a polite term for unreliable 鈥 energy like wind and solar.鈥澨
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America鈥檚 AI industry cannot rely on intermittent power. Because wind and solar rely on the environment to operate 鈥 the wind must be blowing and the sun shining 鈥 they must be backed up by reliable sources such as coal.
鈥淭he important thing here is that we can have coal, natural gas and nuclear power spearheading our nation鈥檚 energy,鈥 Cohen said. 鈥淏ecause the artificial intelligence game is a game the United States cannot allow China to win, we must have as much of our industrial policy driven by artificial intelligence as possible.鈥
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