Trump’s coal dream, powered by AI

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President Donald Trump salutes his supporters at a political rally in Charleston, West Virginia.

President Donald Trump boosting coal at a 2018 political rally in Charleston, West Virginia. | Mandel Ngan/AFP via Getty Images

President Donald Trump is courting coal … again.

But unlike during his unsuccessful 2017 bid to save the fossil fuel from a slide toward extinction, this time around the country is projected to need much more power to satisfy the voracious energy appetite of the artificial intelligence industry, writes Brian Dabbs.

Coal, its supporters hope, could go from dead fuel walking to American hero, keeping the lights on one new power plant at a time.

But even with Trump’s recent actions to ease coal’s comeback by lessening its regulatory burden, the fuel faces obstacles. For one, it’s dirty, emitting large amounts of planet-warming pollution driving climate change — to make no mention of the toxic and carcinogenic substances burning coal releases into the air. It’s also expensive, costing more than wind and solar power in some cases.

And coal is in a yearslong decline: The fossil fuel powered about 16 percent of the country’s electric grid in 2023, down from 30 percent in 2016. For the first time, solar power created more electricity than coal in the European Union last year.

“There are folks who, with an eye towards repowering a coal plant, might buy a coal plant that can economically run for a few more years,” Ben Baker, with the Greenbacker Development Opportunities Fund, told Brian. “But this was already being talked about in the first Trump presidency … and coal didn't pencil.”

Still, new grant funding in the 2021 bipartisan infrastructure law could help the coal industry clean up through carbon capture funding — a potential life raft. In 2023, the Biden administration awarded $350 million to a power plant in North Dakota to install technology that captures carbon pollution before its release into the atmosphere. A new round of carbon capture grants could also go to coal.

Trump is also staffing his agencies with pro-coal administrators. The Energy Department last week rehired Steve Winberg, who was an assistant DOE secretary during Trump’s first term and is CEO of a group that supports retrofitting existing coal plants with carbon capture.

Mark Christie, Trump’s new chair of the Federal Energy Regulatory Commission, said last week that the U.S. needs to “stop the premature retirements of dispatchable generation and build more,” adding that “otherwise we freeze in the dark.” (“Dispatchable” sources include fossil fuels, which don’t rely on intermittent sources like wind or sunny skies.)

Still, other Trump appointees may disagree. Elon Musk, whom Trump has installed in his newly created Department of Government Efficiency, recently posted on X that “solar power will be the vast majority of power generation in the future.”

 

It's Monday  thank you for tuning in to POLITICO's Power Switch. I'm your host, Arianna Skibell. Power Switch is brought to you by the journalists behind E&E News and POLITICO Energy. Send your tips, comments, questions to askibell@eenews.net.

 

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Power Centers

An Exxon service station sign.

Exxon and other energy companies are being sued by municipalities for damages related to climate change. | Mark Humphrey/AP

Court papers link Exxon to climate hacking ring
An Israeli man charged with hacking indicated in court briefs filed in London that a sprawling criminal case stemming from stolen information from climate advocates occurred allegedly at the behest of Exxon Mobil and the lobbying firm DCI Group, writes Lesley Clark.

The development marks the first time that Exxon and DCI, which it has used as a lobbying firm, have been publicly linked to what prosecutors describe as a yearslong hacking campaign to steal information from environmental activists who have helped states and cities sue energy companies for contributing to climate change.

An Exxon spokesperson said the company was not involved in or aware of any hacking activities.

Trump looks to seize control of California water
The Trump administration is weighing how to take control of water in California — including setting aside endangered species protections — framing its mission in a new executive order as necessary to prevent future wildfires like those that recently swept across Los Angeles, writes Jennifer Yachnin.

Trump wants more water from the state’s wet north to go to farmers, and has ordered Interior and Commerce leaders to “immediately take actions to override existing activities that unduly burden efforts to maximize water deliveries.”

EU conservatives want to kill the Green Deal
French far-right leader Jordan Bardella senses an opening for a right-wing coalition to tear down the European Green Deal, write Zia Weise and Nicolas Camut.

Bardella, chair of the European Parliament's far-right Patriots for Europe group and president of Marine Le Pen's National Rally, said Monday morning that he would ask Manfred Weber, leader of the center-right European People's Party, to "join forces" and halt the European Union's efforts to curb climate change.

In Other News

Disappearing coasts: Uncertainty looms over a $3 billion plan to save coastal Louisiana.

Science: Is a key ocean current system slowing down? A new study adds to the debate.

 

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A firefighter sprays water as he monitor flames caused by the Hughes Fire.

A firefighter sprays water as he monitor flames caused by the Hughes Fire along a roadside in Castaic, California, on Wednesday. | Ethan Swope/AP

California lawmakers introduced a first-in-the-nation bill to create a clear legal pathway for individuals and insurers to sue oil companies for damages after fires like the ones in Los Angeles.

Travel bans, hiring freezes and communication pauses at the National Institutes of Health have alarmed scientists nationwide and raised concerns about disruptions to climate research initiatives.

The new head of the Federal Emergency Management Agency vowed to “reform FEMA” after Trump said he plans to abolish or overhaul the agency.

That's it for today, folks! Thanks for reading.

 

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