Energy Realities

Energy Realities


Is the war on coal over?

February 17, 2025

You do not want to miss this episode of the LIVE Energy Realities Podcast on LinkedIn, X, and YouTube. David Blackmon, Tammy Nemeth, Irina Slav, and Stu Turley host a wild topic that we secretly had on our Bingo Cards: "Is the War on Coal Dead?" With the world needing more power, we are seeing a shift toward more coal use worldwide. What kind of realignment is happening? - Make sure you stop by and ask the team questions as they are from the U.S., Bulgaria, Canada, or the UK.


Highlights of the Podcast


00:11 – Introduction

02:26 – Coal's Resilience Amid Energy Transition

05:20 – Coal's Role in Global Energy Supply

10:00 – Germany’s Energy Crisis & Global Coal Plant Expansion

13:40 – U.S. Power Grid & ERCOT’s Energy Shortfall

18:00 – China’s Record Coal Expansion in 2024

23:00 – Energy Transition: Myth vs. Reality

30:10 – U.S. LNG Exports & Trade Strategy

35:30 - DOGE: Reuters Paid Millions by DoD for ‘Large Scale Social Deception’

37:18 - Diamondback in Talks to Buy Permian Producer Double Eagle

38:02 - Exclusive: India’s NTPC plans to spend $62 billion on 30 GW of nuclear power, sources say

38:33 - Trump, Zeldin, Looking to Challenge the EPA’s Ability to Regulate Plant Food as a Pollutant

42:37 - Google says US is facing a power capacity crisis in AI race against China 

44:07 - Why upstream companies might break their capital discipline rules 

49:10 - ERCOT’s latest projections show potential problems for Texas power grid by 2027

53:11 - Trump to boost U.S. offshore oil and gas with new energy dominance council 

55:00 – Final Thoughts: The Future of Energy Policy