"Last month, MISO and the Organization of MISO States said if members don’t delay retirements or bring more resources online than typically occur historically, a potential 2.7-GW deficit next year could balloon to 14 GW in 2029." Read today's RTO Insider article here:

New S&P Global study: The US ranks next to last in time it takes to develop mines for lithium, cobalt, copper etc – an average of 29 years from discovery to production. Reconciling surging demand w/ supply a fundamental challenge for energy transition. press.spglobal.com/2024-07-18-Uni…

PJM and MISO are America’s two largest grid operators. How each met the peak demand posed by the heat wave in past few days is instructive. Both have excellent websites with dashboards you can use to track in real time their grid balancing operations, which I did. 1/5

DOE's LNG study is stealing the spotlight, but NERC's new long-term reliability assessment is truly shocking and a much bigger deal. As Politico reported "More than half the US faces blackout risks in next decade."

NEW: Energy Secretary Chris Wright calls for halting closures of coal-fired power plants, adding the fuel source would be essential for decades to come.

A critical minerals supply shock could have major impacts If graphite supplies were disrupted, causing a 10X price surge, average battery pack costs globally would rise 45% These higher battery prices could result in more expensive EVs for consumers ➡️ iea.li/3EDj8B6

The The Washington Post recognizes that the U.S. must do more to build domestic #mining capacity to ensure an adequate, stable supply of essential #minerals, metals and other materials currently supplied by foreign sources. Read more here: washingtonpost.com/opinions/2025/…

Rich Nolan, NMA president & CEO, applauds Donald J. Trump's EO to boost domestic access to key minerals and mined materials: nma.org/2025/03/20/new…

LATEST CHINA SOLAR DATA: 93GW installed during May --- the same as EVER installed in TEXAS and CALIFORNIA.. combined 🤯🤯🤯 (yes, the Chinese are in a bit of a rush before policy changes, but even still!)

We totally agree. See NMA CEO Rich Nolan's op-ed here: ow.ly/fOCI50Xp1aT

You just can't own enough Copper. Billionaire Robert Friedland sums it up perfectly..... You people have no idea whatsoever what we’re facing. “We’re consuming 30m tonnes of copper a year. Only 4m tonnes of which is recycled. That means to maintain 3% GDP growth, with no

Coal-fired electricity generation rose 31% compared with the previous week to meet demand during Winter Storm Fern. #TodayInEnergy #coal bit.ly/4q8Lnto

nerc.com/globalassets/o… The latest report from the reliability experts at NERC corroborates my warnings of the past 5 yrs: we are headed for a reliability crisis, except now the crisis is not over the horizon, but across the street (even closer in some regions). 1/4

New report by Energy Ventures Analysis finds that, in 2025, coal generation delivered $30 to $40 billion in total savings, lowering Americans' power bills an average of $100 to $150 per household. nma.org/wp-content/upl…