Tag Archives: electricity-generation

#Energyreality, Coal Power, economic prosperity and energy, Western Civilization

Reality of 32,000 MW/Year of New Generation Demand. Solution: Build New Coal Plants Now!

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Bulk Power Supply & Primary Energy:

The term BULK POWER means just that, Bulk Power in hundreds and thousands of Megawatts. America needs huge Bulk Power generation additions of about 30,000 MW per year, not small scale R&D projects of variable generation or unproven new SMRs. Perhaps some time in the future renewables and new nuclear will be viable and competitive. However for now, we need 100-800 GW of new electricity generation to replace the more than 200 GW of reliable coal plants that were either shut down or planned for shut down soon. Satisfying the growing electricity demand of the future requires lots (Lots= 30,000 MW each year) of new generation capable of 24/7 generation.

When I joined CP&L in 1973 I entered a door emblazoned with a sign: Bulk Power Supply. Then I thought the name odd and frankly, I have not seen it since. However behind that door were the men and women that managed the generation assets of CP&L which at the time was only about 5,000 MW. The Bulk Power Supply came from seven fossil plants. Those plants were; Cape Fear, Weatherspooon, H.F. Lee, Sutton, Roxboro, Asheville and Robinson, including (1973) one lone nuclear (H.B. Robinson #2) and some small hydroelectric plants in the western corner of N.C. Bulk Power Supply was measured in Megawatts. Many of those coal units (CP&L has been absorbed into Duke Energy of the Carolinas) have been shut down. Most of them have been demolished as shown on the video of the Sutton plant implosion.

These coal plants should have been replaced with new coal generation plants of higher efficiency and even better flue gas cleaning. America is paying a price which will rise further, for the loss of this vital generation capacity without replacing it in kind.

The Bulk Power Supply of America needs to grow by about 800 GW by 2050. Increasing the Bulk Power Supply is a huge challenge which has been vastly underestimated. Do the math. Building new 800,000 MW of capacity in 25 years is 32,000 MW per year of new dispatchable, reliable and affordable new capacity.

Unfortunately, I think many Utilities and government officials have under-estimated the enormity of building 800 GW of new power generation. I tried to lay out my perspective in a presentation to the Coal Institute in July. 800 GW of new generation capacity is equivalent to building over 325 coal plants the size of Duke Energy’s Roxboro Coal Plant (2462 MW) or building 360 new nuclear units such as Southern Company’s Vogtle Units # 3 & 4. (2200 MW)

How About the Primary Energy to Generate 800 GW of New Electricity Generation?

As mentioned above, many experienced authors of energy and electricity generation do not dwell on the importance of primary energy, so I will. Primary energy is not magic and it is not free as the proponents for wind and solar suggest.

The results are now in for “the Global Science Project” of experimentation with wind and solar aka “The Green New Deal”. One simply has to observe the actual electricity prices in Germany, Hawaii, Spain, California, the UK and Scandinavia to know that wind and solar cost more, are not reliable and of course they are not dispatchable.

Primary Energy

Electricity is secondary energy, it must be produced from Primary energy. In the vernacular of physics one Kilowatt hour of electricity is equivalent to 3,412.6 BTUs of thermal energy. Thermal energy has proven to be the most reliable, dispatchable and affordable. The reporting of Total Energy use by countries and the world is usually done in BTUs for U.S. customary units or in Exajoules in International units. The total world, according to the IEA has used right at 600 Exajoules (rounded from 592) and is shown below in a graphic from the Visual Capitalist. The conversion of EJ to Quadrillion BTU is EJ x 0.9478=QBTU. Example 592 EJ x 0.9478= 562 Quadrillion BTU.

The U.S. uses almost one fifth of the world’s primary energy. A reminder that economic prosperity is driven by energy. America is still the world’s #1 economy and therefore it should not be a surprise that we use almost a fifth of the world’s total primary energy consumption. This is Primary energy used not only for electricity generation but also for transportation, Industrial production, heating, cooking and commercial uses. Remember the phrase “Electrify Everything?”

The First Prerequisite to a thriving economy is that there must be available, reliable and affordable Primary energy to generate that electricity.

America Uses about 100 Quadrillion BTUs Annually of Primary Energy

The LLNL Sankey Diagram shown below details the Primary Energy flows from sources to consumption. The U.S. has used right at 100 Quadrillion BTUs for the last 20 years. A little more than a third of total primary energy is used for electricity generation. (37.7%)

The chart above is from 2022. The one below from 2009. I used this chart in a presentation to the ASME in 2011 to attempt to impress the members with the importance of coal. At the time, America was using coal for about 45% of our electricity generation and the primary energy used to generate that power was about 20 Quadrillion BTUs of coal fuel. As can be seen from the two charts, natural gas increased about 10 Quads and coal decreased a similar amount. Basically, substituting natural gas for coal power production.

Self Sabotaging of the U.S. Bulk Power Supply

Since President Obama’s two term escalated war on coal over 50% of America’s reliable, affordable, Dispatchable and energy secure power generation has been shut down. I have called this self-sabotage. Mostly as a result of Federal Regulations, especially the politically inspired (not based on human health or science) EPA Endangerment Finding. But also due to NGOs and other voices working very effectively to demonize coal power. America had the most reliable, least expensive electricity supply in 2010 and the forces against coal power have steadily weakened our energy security, reliability and affordability. Electricity prices are climbing and will continue to do so as more unreliable, variable generation is forced onto the Grid, and backed up by natural gas fuel. Low prices of natural gas are not guaranteed into the future and fuel is the major cost component for thermal power generation. If the fuel cost doubles, so does the production cost of electricity.

The chart below from the IEEFA shows the path of coal free power generation. Some states and countries are ahead of my state of S.C. and the electricity costs in those states that have shut down their coal plants has escalated sharply. Germany has suffered from significant De-Industrialization as a result of forcing wind and solar on the nation. If America continues the path set by Net-Zero Carbon advocates, we all will join Hawaii, California, Spain, Germany, the UK, Massachusetts and Connecticut with higher cost power and possible de-industrialization.

Thanks to President Trump and Chris Wright, America’s energy regulatory policy is somewhat corrected. However, some states, even S.C. still have laws on the books to exit coal. I feel this is energy suicide. Coal is a national treasure that should be utilized. In fact, in my opinion, it is the best and only viable choice of primary energy to provide the needed electricity generation between now and 2050. A coal plant should be able to be built in four years. We have done it before and can do it again!

The Future 2025-2050

Electricity generation capacity will need to increase dramatically over the next 25 years. The projected growth has been well documented by many others including Stephen Heins, Thomas J. Shepstone, Jr., the ICF, NEMA and others. What is needed is an enormous amount of new, Dispatchable, reliable and affordable Bulk Power. About 800,000 MW of new Bulk Power. he workforce challenge is a topic to cover on another day.In my analysis, nuclear will play an important part. So will natural gas. However, there are three limits to just how much nuclear and natural gas can supply. These three constraints are Supply-Chain, pipelines and achieving a Balanced generation portfolio. The nuclear supply chain limits have been discussed before and although proven and an excellent clean choice, nuclear seems decades away before the needed capacity can be built. For example, it took America over 30 years (1957-1987) to design and build the existing nuclear fleet of about 97,000 MW of capacity. We now need eight times the nuclear fleet that was built over 30 years. Keep in mind, the legacy nuclear units built 1957-1987 were constructed when the Supply-Chain was well established, there were thousands of trained and experienced engineers at B&W, Combustion-Engineering and Westinghouse and craftsmen were much more abundant in the workforce. Many experienced engineers and craftsmen are now retired. Rebuilding the workforce is a topic for another day.

“Just in Time” Primary Energy

Today about 45% of the U.S. electricity generation at peak times is provided by natural gas through “just in time” pipelines. Not only is the Supply-Chain of new gas turbine plants limited but so are the pipelines and fuel supply. In my analysis, we already have too much dependence on pipeline provided natural gas. Remember the Colonial Pipeline Hack of 2021? Coal plants have the inherent advantage of being capable of storing several months of fuel on site.

The best choice for a Balanced Portfolio then, in my analysis is to build new coal plants. In Dick Storm’s Perfect World of Power Generation, I would like to see a Balanced generation portfolio of 30% coal, nuclear, gas, with 10% renewables. Illustration from the Coal Institute presentation.

Conclusion

The policy planners and utilities have gravely underestimated the growth of electricity Demand and now are catching up by using the “Easy Button” of purchasing gas turbines for backup power for wind and solar. Most of the capital being invested in new generation in this calendar year is for solar, wind and BESS (Battery Electricity Storage). This is a mistake that will cost Americans dearly.

President Trump, Chris Wright and Lee Zeldin have done the best they can to correct decades of poor flawed planning by the EPA and Congress with the Inflation Recovery Act version of the New Green Deal. However, many states and large Utilities still remain on a foolish path toward Net-Zero Carbon. For example, Here are five articles on U.S. and South Carolina Energy Policies:

  1. SWAMP People and Organizations Against Making America Great, Foreign and Domestic https://dickstormprobizblog.org/2025/08/07/swamp-people-and-organizations-against-making-america-great-foreign-domestic/
  2. Swamp Opposition to President Trump’s America First Agenda, Published by Thomas J. Shepstone on Substack: https://open.substack.com/pub/energysecurityfreedom/p/fighting-the-swamp-and-our-enemies?r=kv1a9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
  3. Some Red States Still Embrace the Green New deal, Including the Usually Conservative State of S.C. Sept. 8, 2025:    https://dickstormprobizblog.org/2025/09/08/some-red-states-still-embrace-the-green-new-deal-including-usually-conservative-south-carolina/
  4. FIVE REASONS TO BUILD NEW COAL PLANTS NOW! COAL SHOULD BE INCLUDED AS A CRITICAL FUEL TO POWER AMERICA’S FUTURE, SEPT. 24, 2025:  HTTPS://DICKSTORMPROBIZBLOG.ORG/2025/09/24/FIVE-REASONS-TO-BUILD-NEW-COAL-PLANTS-NOW-COAL-SHOULD-BE-INCLUDED-AS-A-CRITICAL-FUEL-TO-POWER-AMERICAS-FUTURE/
  5. Ten Hard Truths of Electricity Generation in South Carolina, the Life-Blood of the Economy, Oct. 8, 2025: https://dickstormprobizblog.org/2025/10/08/ten-hard-truths-of-s-c-electricity-the-lifeblood-of-the-economy/

America needs to begin building new Dispatchable, affordable and proven reliable Bulk Power Generation as soon as possible. As I see it, the best source of the needed primary energy to satisfy the demand is America’s own treasure of coal reserves. Think about the needed capacity in terms of 32,000 MW per year for 25 years. That my friends is a heavy lift. As a country we must unite behind President Trump to get this done…Wake up Americans!

Yours very truly,

Dick Storm, October 22, 2025

References and Further Reading:

  1. The Coal Institute Presentation by Dick Storm, July 2025: http://thecoalinstitute.org/ckfinder/userfiles/files/Dick%20Storm%20Presentation%20July%202025.pdf
  2. Institute for Energy, Economic and Financial Analysis. on Coal Plant retirements since 2011: https://ieefa.org/resources/us-track-close-half-coal-capacity-2026
  3. Duke Energy Carolinas, Demolition video of Sutton Unit #3, Nov. 2016: https://youtu.be/miSapiaJTpM
  4. The Coal Institute, Dick Storm presentation, July 2025: http://www.thecoalinstitute.org/ckfinder/userfiles/files/Dick%20Storm%20Presentation%20July%202025.pdf
  5. Dr. John Constable on the Importance of Energy, You Tube: https://www.youtube.com/watch?v=scYlWiunJo4
  6. The Ancestry of Energy by Pandreco: https://open.substack.com/pub/pandreco/p/the-ancestry-of-energy?r=kv1a9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false  
  7. WSJ-Rahm Emanuel Opinion, Sept 17, 2025: https://www.wsj.com/opinion/rising-electricity-price-thank-trump-2270cf1f?mod=Searchresults&pos=1&page=1
  8. WSJ counter point to Rahm Emanuel OpEd, Sept. 21, 2025: https://www.wsj.com/opinion/big-electric-bill-thank-the-energy-subsidies-emanuel-trump-50d1dcd8?mod=opinion_more_article_pos32
  9. Isaac Orr and Mitch Rolling on wind, solar and gas cause electricity prices to rise: https://open.substack.com/pub/energybadboys/p/rising-natural-gas-costs-make-wind?r=kv1a9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
  10. Devil’s Algorithm and Climate Matrix: https://open.substack.com/pub/tilakdoshi/p/the-devils-algorithm-unplugging-from?r=kv1a9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
  11. Energy Charts on Germany: https://www.energy-charts.info/charts/energy_pie/chart.htm?l=en&c=DE
  12. Ember Charts and Energy Info on worldwide energy use: https://ember-energy.org/data/electricity-data-explorer/?data=generation https://ember-energy.org/data/electricity-data-explorer/?data=generation&entity=United+States
  13. Tom Shepstone Sub-Stack on Massachusetts high electric rates: https://open.substack.com/pub/energysecurityfreedom/p/political-reality-descends-upon-massachusetts?r=kv1a9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
  14. Tom Shepstone on POSIGEN Failure in PA, Sept. 8, 2025: https://open.substack.com/pub/energysecurityfreedom/p/posigen-provides-yet-another-example?r=kv1a9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
  15. Tom Shepstone on Wind and Solar after OBBB, Sept. 9, 2025: https://open.substack.com/pub/energysecurityfreedom/p/are-the-days-of-solar-stupidity-coming?r=kv1a9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
  16. Energy Bad Boys on Electricity Rates Rising due to Renewables, yet, Trump is blamed: https://open.substack.com/pub/energybadboys/p/the-number-one-reason-trumps-policies?r=kv1a9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
  17. HeatMap Newsletter: https://heatmap.news/politics/electricity-price-politics#
  18. POWER, Sept. 2025 on cost of solar and wind: https://www.powermag.com/solar-and-winds-hidden-price-tag-why-cost-isnt-the-whole-story/
  19. Fraser Institute on solar and wind cost: https://www.fraserinstitute.org/commentary/solar-and-wind-power-make-electricity-more-expensive-thats-a-fact
  20. Daily Caller, Sept. 2025: https://ijr.com/frank-lasee-how-wind-and-solar-are-quietly-inflating-electricity-bills/
  21. Forbes, Yes, Wind and Solar do Increase Electricity Prices: https://www.forbes.com/sites/michaelshellenberger/2018/04/25/yes-solar-and-wind-really-do-increase-electricity-prices-and-for-inherently-physical-reasons/
  22. America’s Coal: https://americascoal.substack.com/p/estimating-the-real-cost-of-electricity
  23. IER on cost of solar and wind: https://www.instituteforenergyresearch.org/the-grid/rising-bills-bad-blame-whats-really-driving-electricity-prices/
  24. Energy Policy Research Chart of world electricity prices 2024. Excellent: https://eprinc.org/wp-content/uploads/2024/08/COW2024-34-USAndEuropeanHouseholdElectricityPrices.pdf
  25. EPI Charts: https://eprinc.org/chart-of-the-week/?gf_protect_submission=1
  26. Inside Climate, Great State by State chart: https://www.linkedin.com/pulse/which-states-getting-hit-hardest-electricity-price-qybsc/
  27. EIA FERC Electricity and Energy Data, Sept. 2025:  https://www.eia.gov/electricity/monthly/current_month/september2025.pdf
  28. Inside Climate News: https://insideclimatenews.org/tags/inside-clean-energy/
  29. Excellent Paper on the Cost of Wind and Solar across the World, Oct. 5, 2025:  https://www.cis.org.au/publication/the-renewable-energy-honeymoon-starting-is-easy-the-rest-is-hard/
  30. Threats to the Electric Grid, Update, May 25, 2025: https://dickstormprobizblog.org/2024/03/15/threats-to-the-grid-electricity-reliability/
  31. Colonial Pipeline Hack, 2021: https://www.cisa.gov/news-events/news/attack-colonial-pipeline-what-weve-learned-what-weve-done-over-past-two-years
  32. Mitch Rolling on Wind and Solar, Oct. 18, 2025: https://energybadboys.substack.com/p/more-is-less-with-wind-and-solar
  33. Watts Up With That, Oct 2$, 2025, What Green Transition? Coal Use Continues to Rise: https://wattsupwiththat.com/2025/10/24/green-transition-coal-use-hits-record-high/
  34. American Public Power on Electricity Growth to 2050: https://www.publicpower.org/periodical/article/study-sees-dramatic-rise-us-power-demand-2050
#Energyreality, Coal Power, economic prosperity and energy, Fossil Fuels are Important, Regulations

Five Reasons to Build New Coal Plants NOW! Coal Should Be Included as A Critical Fuel to Power America’s Future

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We can call it a “Bridge Fuel” or just face the reality that it now takes over 100 Quadrillion BTUs of Primary Energy to Power America each year and that Primary Energy Demand will increase in the future. America is the Saudi Arabia of coal and we have the richest and highest quality coal on the planet. Also, an infrastructure to mine it and to transport it. This treasure should be utilized for the benefit of America and all of Humankind.

There are many reasons that new Base Load coal power plants should be under construction right now. In fact, they should have been under construction ten years ago!

Dick Storm’s Top Five Reasons to Build New coal Plants Now:

  • Electric Power Demand is Soaring and Coal has proven to be reliable and affordable
  • Coal power plants of sufficient Base Load Generation capacity could be built within ten years or less
  • Coal fuel cost is stable with less volatility than gas
  • America has more than sufficient coal reserves within our borders to fuel new coal power plants at a stable price
  • America’s Primary Energy Demand is likely to exceed 120 Quadrillion BTUs per year in the next decade. Coal will provide the additional productive capacity and it has been proven to do so by existing infrastructure

Choices of Primary Energy to Fuel the World

Global energy demand hit a record 592 exajoules (EJ) in 2024 — up 2%.



So, where did it come from?
 • Oil: 199 EJ (33.6%) – still the #1 source
 • Coal: 27.9% 
 • Gas: 25.2% 

Fossil Fuels are Still Important!
Together, oil, coal, and gas supplied 86.7% of global energy. Despite the MSM reports, these three fuels still provide the primary energy we need and depend on.

🔥 Keeping the lights on
🥘 Cooking our food
🚗 Driving us to work
❄️ Powering our fridges and hospitals
🏠 Keeping us warm

Powers the manufacturing that in-turn, powers the Economy
👨‍🌾 Keeping us alive 

Vaclav Smil shows that at least half of humanity is fed by nitrogen based fertilizers — made using natural gas via the Haber-Bosch process. That’s ~4 billion people who simply couldn’t survive without hydrocarbons. Add to that the energy needed for water, hospitals, heating, and transport, and the death toll from eliminating oil, coal, and gas overnight would not be in the millions — but in the billions.

Our much maligned Hydrocarbons don’t boast about this. They just work quietly to keep us alive. Each American uses right at 300 million BTUs each year. This is an average of just under 1 million BTU/day/person.

President Trump stated it correctly at the U.N. yesterday, “Climate Policies are a big Con Job” The only thing that the transition to solar and wind has done is to drive our electric bills through the roof and causing hardship and suffering amongst our most vulnerable. 

🔌 Let’s not forget the reality of the sources of PRIMARY Energy that powers the world

Electricity Generation

About a third of the primary energy is used to generate electricity and the other 2/3’s for Transportation, Industrial, Commercial and Residential use.

America uses and has used right at 100 Quadrillion BTUs of Primary Energy annually. The total of 100 Quads is bound to grow in the future owing to natural electricity demand growth of a growing population, electricfication of some transportation, through reshoring of U.S. manufacturing and AI Data Center new electricity Demand. Note from the chart below the relatively constant total Primary Energy use. It is within 5% of a constant 100 Quadrillion BTUs per year ever since about the year 2000. In my opinion, it is reasonable to expect the total primary energy demand to increase by at least 20% over the next 20 years.

Visual Capitalist has another excellent illustration of projected U.S. Electricity growth to 2050. Please keep in mind, electricity uses between 33 and 40% of available primary energy. Therefore, considering all factors, including energy security, volatility of natural gas prices, exported LNG and other facts, coal provides the readily available primary energy to generate electricity in the needed Bulk Power quantities.

Electricity is important and so is transportation, residential heating, cooking and Industrial production from viable manufacturing plants.

Conclusion

The best solution to the self inflicted electricity generation crisis is to immediately begin building new coal plants. Over 150 new coal plants were planned in 2007, then President Obama launched his all out “War on Coal” and he was successful in stopping most of them from being constructed and even worse, created policies that resulted in the shutting down and demolishing over half of the existing coal power generation capacity.

The Life-Blood of America is electricity. I presented my thoughts on this in July at the Coal Institute summer meeting. I stand behind those comments and recommendations.

Thankfully we now have President Trump and he understands the relationship of reliable, affordable electricity generation. His speech to the U.N. yesterday was spot on. May God Bless and protect President Trump and his outstanding Cabinet.

Yours very truly,

Dick Storm, September 23, 2025

References and for further research of the facts:

  1. EIA sources of Primary Energy 1950-2024: https://www.eia.gov/todayinenergy/detail.php?id=65524
  2. Visual Capitalist on Primary Energy used in the World: https://www.voronoiapp.com/energy/What-Powered-the-World-in-2024–6217
  3. EIA U.S. Primary Energy use 1950-2024: https://www.eia.gov/totalenergy/data/browser/index.php?tbl=T01.01#/?f=A&start=1949&end=2024&charted=4-6-7-14
  4. POWER Magazine June 2006 Cover Story, Coal Fired Plant Capacity Continues to Increase : https://www.powermag.com/cover-story-coal-fired-electric-power-capacity-continues-to-increase/
  5. Global Energy Monitor Proposed Coal Plants Planned in 2007: https://www.gem.wiki/Proposed_coal_plants_in_the_United_States
  6. Global Energy Monitor  https://www.gem.wiki/Category:Proposed_coal_plants_in_the_United_States
  7. GEMS, “What Happened to the 151 Coal Plants” updated by GEMS 2017: https://www.gem.wiki/What_happened_to_the_151_proposed_coal_plants%3F
  8. NETL Report on Status of New Coal Plants 2010: https://www.netl.doe.gov/projects/files/TrackingNewCoalFiredPowerPlants_010810.pdf
  9. Dick Storm presentation to the Coal Institute, July 2025: http://www.thecoalinstitute.org/ckfinder/userfiles/files/Dick%20Storm%20Presentation%20July%202025.pdf
  10. Thomas Shepstone on President Trump’s speech to the U.N: https://open.substack.com/pub/energysecurityfreedom/p/trump-says-it-out-loud-climate-alarmism?r=kv1a9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
  11. Thomas J. Shepstone version of Dick Storm article Feb, 2025. Time to Revoke the Endangerment Finding”  :  https://energysecurityfreedom.substack.com/p/its-way-past-time-to-revoke-the-pseudo
  12. Existing EPA-Endangerment Rules Impact South Carolina Electricity Costs and Will Cause Rationing if the EPA Endangerment Finding Isn’t Repealed  Feb. 28, 2025: https://dickstormprobizblog.org/2025/02/28/existing-epa-rules-increase-costs-and-will-cause-rationing-of-electricity-in-south-carolina-if-endangerment-finding-is-not-repealed/
  13. The U.S. Self-Inflicted Electricity Generation Crisis was Created by GONGO the SWAMP Monster, March 19, 2025: https://dickstormprobizblog.org/2025/03/19/the-u-s-self-inflicted-electricity-generation-crisis-was-created-by-gongo-the-swamp-monster-here-is-how-to-end-it/
  14. Coal Power, It is the End Result that Matters!:  https://dickstormprobizblog.org/2025/03/28/coal-power-it-is-the-end-result-that-counts/
  15. My Letter to Senator Davis on Coal Power in S.C. April 1, 2025: https://dickstormprobizblog.org/2025/04/03/response-to-palmetto-electric-request-to-contact-our-s-c-senators/
  16. The Solution to America’s Electricity Generation Crisis: Build New Coal Plants Now! https://dickstormprobizblog.org/2025/04/18/the-solution-to-the-nations-coming-electricity-reliability-crisis-build-new-coal-plants/
  17. Clean Energy Crisis, May 2, 2025     https://dickstormprobizblog.org/2025/05/02/clean-energy-crisis-2/
  18. Thomas J. Shepstone, edited version of Clean Energy Crisis on Substack, May 3, 2025: https://open.substack.com/pub/energysecurityfreedom/p/the-clean-energy-crisis-and-why-it?r=kv1a9&utm_campaign=post&utm_medium=email
  19. Jason Hayes republishing of Why Electric rates in SC will Rise: https://open.substack.com/pub/jasonhayes/p/existing-epa-rules-increase-costs?r=kv1a9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
  20. Reality of Building 125 GW of New Coal Power Generation Capacity, Then and Now: https://dickstormprobizblog.org/2025/05/07/the-reality-of-building-125-gw-of-new-coal-plant-generation-capacity-then-and-now/
  21. Repeal the IRA, Protect America’s Life-Blood of Energy and Electricity”:  https://dickstormprobizblog.org/2025/05/15/repeal-the-ira-protect-americas-lifeblood-of-energy-and-electricity-supply/
  22. Ron Stein and Dick Storm co authored article in America Out Loud, May 19, 2025: https://www.americaoutloud.news/intermittent-electricity-from-renewables-cannot-support-ai-and-data-centers/
    https://dickstormprobizblog.org/2025/05/27/internal-and-external-threats-to-the-u-s-electric-grid/
  23. The Reality of Returning Major Power Generation Equipment Manufacturing to the U.S. 
    https://dickstormprobizblog.org/2025/06/01/the-reality-of-returning-major-power-generation-equipment-manufacturing-to-the-u-s/
  24. Present DangerChina.org  Threats to the Electric Grid, Frank Gaffney, Grant Newsom, Sam Faddis, Dave Walsh and Dick Storm: https://presentdangerchina.org/webinar-inside-our-wires-the-ccp-has-penetrated-our-electric-grid-will-xi-destroy-it/
  25. Conventional Energy Including Coal is the Life-Blood of America:  https://dickstormprobizblog.org/2025/06/18/conventional-energy-including-coal-is-the-life-blood-of-america/
  26. Thomas J. Shepstone published version of Dick Storm blog post on the “Madness of the Self-Inflicted Electricity Generation Crisis” https://open.substack.com/pub/energysecurityfreedom/p/the-madness-of-the-us-self-inflicted?r=kv1a9&utm_campaign=post&utm_medium=email
  27. Energy is the Economy and Electricity is the Life-Blood of western civilization Coal Can Make America’s Electricity Supply Great Again  https://dickstormprobizblog.org/2025/07/30/energy-is-the-economy-electricity-is-the-life-blood-of-western-civilization-coal-can-make-americas-electricity-supply-great-again/
  28. Thomas J. Shepstone on Substack: https://open.substack.com/pub/energysecurityfreedom/p/electricity-is-the-life-blood-of?r=kv1a9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
  29. SWAMP People and Organizations Against Making America Great, Foreign and Domestic https://dickstormprobizblog.org/2025/08/07/swamp-people-and-organizations-against-making-america-great-foreign-domestic/
  30. Published by Thomas J. Shepstone on Substack: https://open.substack.com/pub/energysecurityfreedom/p/fighting-the-swamp-and-our-enemies?r=kv1a9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
  31. Some Red States Still Embrace the Green New deal, Including the Usually Conservative State of S.C. Sept. 8, 2025:    https://dickstormprobizblog.org/2025/09/08/some-red-states-still-embrace-the-green-new-deal-including-usually-conservative-south-carolina/
  32. Energy and Economic Prosperity, Jan. 11, 2021: https://dickstormprobizblog.org/2022/01/03/energy-and-economic-prosperity/
  33. Energy and World Peace, April, 2022: https://dickstormprobizblog.org/2022/04/05/energy-world-peace/
  34. Comparison of China and U.S. Energy Policies: https://dickstormprobizblog.org/2023/01/18/comparison-of-china-energy-electricity-generation-with-u-s-a/
  35. Energy and Economic Prosperity Nov.  2022: https://dickstormprobizblog.org/2022/11/18/energy-and-economic-prosperity-2/
  36. Without New Thinking on Nuclear Power, Anti-Carbon Policy Can’t Succeed, Nov. 11, 2021 : https://dickstormprobizblog.org/2021/11/13/without-new-thinking-on-nuclear-power-anti-carbon-climate-policy-cant-succeed/
  37. The Rise and Fall and Rise Again  of Nations and the  Realities of Energy: https://dickstormprobizblog.org/2023/08/15/the-rise-fall-and-rise-again-of-nations-and-the-realities-of-energy/
  38. America Needs 100 Quadrillion BTUs of Primary Energy Each Year, May 16, 2023: https://dickstormprobizblog.org/2023/05/16/back-to-basics-the-u-s-needs-100-quadrillion-btus-year-of-primary-energy/  
  39. Pillars of Modern Civilization, Ammonia, Food, Steel, Concrete, Plastics, Aluminum, July 2022: https://dickstormprobizblog.org/2022/07/25/pillars-of-modern-civilization-all-dependent-on-energy/
  40. How Can a 6,000 MW Utility that will be a 9,000MW Utility in 2050, become Net-Zero Carbon? April 2023: https://dickstormprobizblog.org/2023/04/27/how-can-a-6000-mw-regional-utility-in-2030-which-likely-will-be-a-9000-mw-utility-in-2050-achieve-net-zero-carbon/
  41. Energy=Life as We Enjoy it, Aug. 22, 2022: https://dickstormprobizblog.org/2022/08/22/energy-life-that-is-life-as-we-enjoy-it/
  42. “The War on Carbon, How it Came to Be”, Oct. 16, 2021: https://dickstormprobizblog.org/2021/10/16/the-war-on-carbon-how-it-came-to-be/
  43. 830,000 BTUs per Day/Person, Sept. 2021: https://dickstormprobizblog.org/2021/09/16/830000-btus-per-day-person/
  44.   The Stupidity of Net-Zero Carbon, Oct. 2021: https://dickstormprobizblog.org/2021/10/13/the-stupidity-of-net-zero-carbon/
  45. America’s Treasure of Fossil Fuels, Update of 2011 presentation to ASME: https://dickstormprobizblog.org/2022/11/26/americas-treasure-of-fossil-fuels/
  46.  American Dream = 100 Quadrillion BTUs per Year April 7, 2022: https://dickstormprobizblog.org/2022/07/04/american-dream-100-quadrillion-btus/
  47.   Providing a Sustainable Million BTUs per Day/Person, May 17,  2022: https://dickstormprobizblog.org/2022/05/17/providing-a-sustainable-million-btus-per-day-per-person-by-fuel-source/
     

Coal Power, economic prosperity and energy, Regulations

Energy is the Economy, Electricity is the Life-Blood of Western Civilization & Coal Can Make America’s Electricity Supply Great Again

2 Comments

For most of the U.S. during high electricity demand periods, natural gas, coal and nuclear provide the Primary energy to provide over 75% of America’s electricity. Here is an example from July 29, 2025 during a peak load of about 745,000 MW for the lower 48 states.

The primary energy provided by gas, coal and nuclear on this day is 77%. This is for 48 states. MISO is even more dependent on gas, nuclear and coal. Here is MISO on the afternoon of July 29th. Over 79% gas, nuclear and coal. Coal was providing a vital 32.9% of total generation.

Another 250,000 MW of Bulk Power Required for 2030 perhaps 800,000 MW More by 2050

In my opinion, building 14 new large nuclear plants each year till 2050 is pure fantasy. So is building 8000 new SMRs, even though I think they are a good idea.

Natural gas plants are the easy route for Utilities to take. However, in my opinion, we have too much dependence on pipeline provided gas supply now. Also, the cost component of fuel gas for electric power production from gas turbines is about 90%. Therefore electricity production costs will nearly double if gas prices double. A Balanced Generation Portfolio is best. Here is my thoughts on a Balanced Generation Portfolio in Dick Storm’s version of a “Perfect World” of Bulk Power Supply.

The Importance of Coal Power

There are many supporters of coal power. However, we are in fact out-numbered and outshouted by many organizations that have perpetrated the Self-Sabotaging of the Life-Blood of America. I have written before on these SWAMP organizations and some links are included below for reference.

Suffice it to say, coal remains important to power America. As shown above in actual generation during this summer. Winter will prove that coal is even more important. Winter Storm Uri in 2021 showed (at least to me) the harm that premature shutting down of coal plants in Texas caused.

Increased Generation Capacity of 250,000 MW by 2030

If the U.S. electricity demand increases by 250,000 MW by 2030 and new gas turbine plants supply half of this, I suggest that the other 125,000 MW come from new coal plants. How many will it take? A lot. Here below is the Cross Generating Station of Santee-Cooper. This plant has a capacity of about 2350 MW. It would take over 50 new plants like Cross to produce 125,000 MW. Possible by 2030, probably not due to supply-chain weaknesses. However, we should start now!

Previously Published Thoughts Related to the Need for New Coal Plants in the U.S.

Closing

My comments to the American public and elected officials. It is time that you all wake up and do a little research into the primary energy that our country depends on. If competing with China is important to you, think about the advantages of using the God given treasure of energy that America has within our borders.

Yours very truly,

Dick Storm, July 30, 2025

Coal Power, economic prosperity and energy, Energy, Politics and Economic Prosperity

Conventional Energy, Including Coal is the Life-Blood of America

3 Comments

Electricity has been heralded as the Life-Blood of our economy. Little has been written on the fact that electricity is secondary energy and that a form of primary energy is needed to generate electricity. America has required right at 100 Quadrillion BTUs of Primary energy for the last twenty five years to power our economy, industrial production and our freedom of transportation. This is. +/- about 7 Quads. In this article I will show why coal must and should be included in the primary energy mix to provide up to about 20% of America’s primary energy for at least the next twenty years.

Electricity generation uses about a third of the total primary energy consumed in the U.S. and Primary energy comes from five main sources:

  • Petroleum
  • Natural gas
  • Coal
  • Nuclear
  • Renewables

The primary energy produced and consumed by the U.S. is reported by the U.S. DOE Energy Information Administration (EIA). To arrive at a standard reporting format, the primary energy is reported in BTUs (British Thermal Units). Here is the chart of primary energy use for the year 2023.

Conventional forms of energy: Petroleum, Natural Gas, Nuclear and Coal provide over 90% of the energy that is the Life-Blood of America! Solar and wind after decades of subsidies are minor contributions to the overall supply of primary energy at about 3%. Chris Wright in testimony before Congress correctly referred to wind and solar as “Parasites”. Wind and solar consume billions of investment dollars for very little benefit to our country.

How Much Energy in BTUs is Used by Each Citizen?

The chart above shows 93.6 Quadrillion BTUs of total primary energy used during 2023. If the total 93.6 Quads is divided by 340 million citizens then the per capita energy use comes out to being about 280 million BTUs per person/per year. For discussion purposes, let’s round that up to 300 million BTUs. Remember, this is total primary energy and about a third of it is used to generate electricity. The other 2/3’s is used for transportation, heating, cooking, commercial, industrial production and other residential uses.

How is Primary Energy Used?

Here is a chart of the five sectors of Primary energy use, since 1950. The five sectors being: Electricity generation, Transportation, Industrial, Residential and Commercial.

The main point of this essay is to point out that it takes a certain amount of Primary Energy to power our lives. That amount is about 100 Quads today and is projected to grow as AI and the transition to more electrification of transportation and reshoring of American manufacturing is achieved.

There are only four main sources of massive amounts of primary energy to satisfy this Demand. These are petroleum, natural gas, coal and nuclear. The expected contributions of solar and wind are almost insignificant when considered in the mix of Primary Energy.

The U.S. total primary energy consumption has remained relatively constant at about 100 Quads since the year 2000. The previous article digs into more detail of the 100 Quadrillion BTUs required to power the U.S.

Do you remember when our government leaders and many organizations were cheering to “Electrify Everything“? Perhaps this is a good time to discuss “Primary Energy”. The four sources discussed above are the viable choices at our disposal. The pro-rating energy use of each American citizen is about 315 million BTUs per year. This totals about 100 Quadrillion BTUs. If our economy is to grow, our freedom of travel maintained and our food production, comforts and conveniences kept the same, let’s say we will likely continue to require 100 Quadrillion BTUs plus the growth of 1.7-2% per year for AI, population growth and reshoring manufacturing.

Growth of 2% per year doesn’t seem like much does it? Well, let’s look at it another way. Two percent growth will result in the doubling of electricity in about 35 years. There are forecasting experts that have predicted 78% electricity Demand growth by 2050. So the 2% per year and forecasts are pretty close. Let’s stick to electricity generation which uses about a third of the total primary energy consumed.

According to American Public Power, “electricity demand in the United States will increase 2% annually and 50% by 2050, according to a new study conducted by PA Consulting and released by the National Electrical Manufacturers Association.”

“Driven by record growth in data centers and e-mobility, the study highlights innovative technology and policy solutions to maintain a reliable and affordable energy system through this new age of demand growth,” NEMA said.

“The study, “A Reliable Grid for an Electric Future,” predicts that growth in electricity demand in the United States will be driven by a 300% rise in energy consumption by data centers and a 9,000% increase in energy consumption required for e-mobility and charging, with overall electricity projected to grow from 21% of final energy use to 32% by 2050.”

“Additionally, consumption changes will vary by U.S. region and will vary across markets over time, driven primarily by data centers in the next decade and EVs in the longer term”. 

“The Mid-Atlantic and Texas will see the largest data center electricity demand growth through 2035, and the Northeast and West will experience the largest electricity demand growth from EVs between 2035 through 2050.”

A Case for New Coal Plants

Previous articles by myself and others have discussed electricity growth and the need to build new coal, nuclear and natural gas power plants. Here are four:

Vijay Jayaraj, CO2 Coalition, Big Beautiful Coal Here for Many More Years. Despite Green Demonization: https://wattsupwiththat.com/2025/06/17/big-beautiful-coal-here-for-many-more-years-despite-green-demonization/

Joanne Nova on Coal Plant Approvals of the world: https://joannenova.com.au/2025/06/not-dying-global-approvals-of-coal-plants-back-up-to-2015-high/

Coal Power, It is the End Result that Matters! Coal plants provide the lowest cost, most reliable electricity:  https://dickstormprobizblog.org/2025/03/28/coal-power-it-is-the-end-result-that-counts/

The Solution to America’s Electricity Generation Crisis: Build New Coal Plants Now! https://dickstormprobizblog.org/2025/04/18/the-solution-to-the-nations-coming-electricity-reliability-crisis-build-new-coal-plants/

The purpose of this essay is to emphasize the importance of using coal fuel and some reasons why I believe this to be true. The long story shortened is this:

Natural gas already dominates electricity generation and the supply-chain of new gas turbines is stretched into four or five year lead times. Another concern that I have is, energy security. Do we really want nearly 50% of our electricity generation fuel to be delivered just in time by pipelines? Coal plants have the inherent advantage of on-site energy storage of months of fuel. The same for nuclear plants which can literally store years of fuel on site. Nuclear is clean, proven and an outstanding form of power generation. In reality, we don’t need 50 or a hundred Megawatts of new generation. We need hundreds of thousands of Megawatts of new reliable, 24/7, dispatchable electricity generation. Frankly, if the 102,000 MW of coal plants that were shut down since 2010 were replaced with new ones, it would be a huge step forward! Destroying over 100,000 MW of reliable coal generation without replacing it in kind was wrong and the loss has weakened America. The planned self-inflicted energy crisis continues. Maybe not thanks to President Trump. But here is what was planned before Trump’s EO’s.

The madness of the U.S. Self-Inflicted Clean Energy Crisis continues. According to EIA and other respected news services, the U.S. Utilities plan to shut down more coal plants in the near future.

Massive new nuclear generation can be expected given ten or twenty years to rebuild the supply chain. It took about thirty years, 1956-1986 to build the first 100,000 MW of U.S. nuclear plant generating capacity. Given consistent government policies and regulations, we should be able to do it again.

More Electricity Generation is Needed, Lots More!

The answer? Build new coal plants. Let me go back to the total primary energy flows chart at the top. America runs on about 100 Quadrillion BTUs of thermal energy each year. This has been constant within +/- 10 Quads for over twenty years.

The future, if America is to remain strong, will require more Primary energy. Let’s say it will take ten more Quads. Where else can ten Quads of energy be found each year over the next five years? I would like to point out that in 2009 America used 21.8 Quads of coal.

In 2024 the coal portion of the total Primary energy had dropped to about 8 Quads. Therefore, it is proven that America, given the right policies and investments can produce at least 21.8 Quads of coal energy/year. How do I know that, easy, we did it as recent at 2009. The slide below is from my presentation to the ASME Annual meeting in Dallas, 2011.

The world is using more coal than ever. The chart below is from JoNova presentation on her blog.

Conclusions

  • Electricity growth is the highest it has been in decades and about 125,000 MW of new Dispatchable electricity generation is needed by 2030 and about 600,000 MW more by 2050
  • Gas Turbines power about 45% of America’s electricity generation now and it is mostly provided by just in time pipeline supply. National security requires more on site energy storage. Long term energy storage is provided naturally by Coal plants
  • Gas turbine additions are limited due to choke points in the supply-chain
  • New nuclear plants are also needed. However, building the needed 125,000 MW of new capacity will take decades. It took about 30 years to build the first 100,000 MW of U.S. nuclear generation capacity
    • A Balanced electricity generation portfolio is preferred for reliability, affordability and security. The major generation sources of over 70% of the generation should be nuclear, gas and coal power.
  • Coal power plants have proven to be the lowest cost producers of electricity in the U.S. Where coal plants have been shutdown, such as CT, MA, CA and Hawaii the electricity costs are the highest in America. Where coal plants continue to operate such as UT, NE, MO, WVA the electricity prices are the lowest
  • The Coal Power Infrastructure is still in tact. Mines, RR’s etc. and production can be doubled in the short term
  • Coal energy storage on site is an advantage for power security
  • The U.S. power equipment manufacturing supply chain was capable of producing numerous coal plants as recent as 2013. This supply chain can and should be revitalized
  • The rest of the world is increasing coal use for electricity generation. As outlined by Vijay Jayaraj article, GEMS and IEA reports. So should America be building new coal plants. What other fuel can satisfy the growing Demand for Primary Energy in the near future?

Dick Storm, June 18, 2025

References and information for further research:

  1. American Public Power Association report on electricity growth in the U.S. by 2050: https://www.publicpower.org/periodical/article/study-sees-dramatic-rise-us-power-demand-2050
  2. EIA Coal Plant Retirements, Feb. 2025: https://www.eia.gov/todayinenergy/detail.php?id=64604
  3. Dick Storm presentation to ASME Annual Meeting 2011
  4. America Requires 100 Quadrillion BTUs per year to power our economy, industrial production, transportation and high quality of life: https://dickstormprobizblog.org/2024/07/02/visualizing-100-quadrillion-btus-of-primary-energy-coal-should-remain-in-our-energy-mix/
  5. The Reality of Electrifying Everything,  April 9, 2024: https://dickstormprobizblog.org/2024/04/09/the-reality-of-electrifying-everything-and-the-primary-energy-required-to-generate-the-electricity/
  6. IER Report on Coal Use in 2024: https://www.instituteforenergyresearch.org/fossil-fuels/coal/global-coal-use-hits-another-historic-record-in-2024/
  7. IEA-Coal-2024: https://iea.blob.core.windows.net/assets/a1ee7b75-d555-49b6-b580-17d64ccc8365/Coal2024.pdf
  8. Visual Capitalist-2019-Every Power Plant Mapped: https://www.visualcapitalist.com/mapped-every-power-plant-in-the-united-states/
  9. POWER Magazine, January 2025 report on world coal power with emphasis on China: https://www.powermag.com/coal-continues-to-lead-chinas-record-levels-of-power-generation/
  10. NPR-New Orleans, Jan. 2025 excellent report with links to useful info, Coal Was on the Way Out, Then Surge in Electricity Demand Changed: https://www.wwno.org/coastal-desk/2025-01-09/coal-was-on-its-way-out-but-surging-electricity-demand-is-keeping-it-alive-costing-customers-and-the-planet  
  11. Global Energy Monitor Update of Coal Plants Shut Down in U.S. https://www.gem.wiki/Coal_plant_retirements
  12. POWER Magazine, April 2025 on Electric Power Growth and Shortages: https://www.powermag.com/nations-power-operators-warn-congress-of-a-coming-reliability-shortfall/?utm_source=omeda&utm_medium=email&utm_campaign=pwrnews+eletter&oly_enc_id=3214I3524889A9B
  13. Lars Schernikau, “Unpopular Truths” Newsletter on the decline of German Industry due to failed energy policies: https://sh1.sendinblue.com/3gvdip76f0lpfe.html?t=1744529565190  
  14. EIA Stats on Past & Future Generation, April 2025: https://www.eia.gov/electricity/annual/?mkt_tok=ODI0LU1IVC0zMDQAAAGZ43WWFr9wNO8tPTOKgsmgwPPWNk8RGWot7DxVoIoE1kJAseIHl5QOIFpB76qfZCFPWq3TXGNoBegkdD42BBUBalqtXixFnxyn9aADnl2Y44Sbvxc
  15. EIA List of electricity generation plants, by fuel source, 2013-2023: https://www.eia.gov/electricity/annual/table.php?t=epa_04_02_a.html
  16. NERC Long Term Reliability Assessment Report and including, Data Center Load Growth, December 2024: https://www.nerc.com/pa/RAPA/ra/Reliability%20Assessments%20DL/NERC_Long%20Term%20Reliability%20Assessment_2024.pdf
  17. Beautiful Clean Coal and it is Affordable too, Stephen Heins, Isaac Orr and Mitch Rolling! https://open.substack.com/pub/stephenheins/p/headline-beautiful-clean-coal-is?r=kv1a9&utm_campaign=post&utm_medium=email
  18. We Need More Energy, Lots More Energy, by Stephen Heins, Chris Wright and Shan Sankara : https://open.substack.com/pub/stephenheins/p/headline-chris-wright-by-shan-sankara?r=kv1a9&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false
  19. POWER Magazine on the surge in Gas Turbine sales, four year lead times, April 2025: https://www.powermag.com/gas-powers-boom-sparks-a-turbine-supply-crunch/
  20. Cowboy State Daily, Good News for Coal Plants: https://cowboystatedaily.com/2025/04/18/politically-red-wyoming-utah-and-idaho-talk-break-from-power-giant-pacificorp/
  21. Grid Security Now website: https://securethegrid.com
  22. WUWT Roger Ciazza on the implications of extreme weather on renewable power reliability: https://wattsupwiththat.com/2025/04/13/implication-of-assessment-of-extreme-renewable-resource-lulls/
    Santee-Cooper enacts higher rates for AI Centers:  https://thisweekinenergy.substack.com/p/scs-state-owned-utility-enacts-higher
  23. Gas Turbine World: https://gasturbineworld.com/category/forecasts/
  24. NEMA Study on Electric Growth through 2050, April 2025: https://www.makeitelectric.org/wp-content/uploads/2025/04/grid-reliability-study-nema-deck.pdf
  25. Global Energy Monitor on world coal plants and 2024 being the largest coal consuming year in world history: https://globalenergymonitor.org/report/boom-and-bust-coal-2025/
  26. Big Beautiful Coal Here for Many More Years. Despite Green Demonization: https://wattsupwiththat.com/2025/06/17/big-beautiful-coal-here-for-many-more-years-despite-green-demonization/
  27. IEA Global Coal Report 2025: https://www.iea.org/reports/global-energy-review-2025/coal
  28. WSJ on Gas Peak, May 17, 2025: https://www.wsj.com/business/energy-oil/trump-oil-gas-shale-production-decline-db5e0f7c?st=3TqMZq&reflink=desktopwebshare_permalink
  29. Kathryn Porter, Watt Logic on the Affordability of Net-Zero Carbon, May 2025: https://watt-logic.com/2025/05/19/new-report-the-true-affordability-of-net-zero/
  30. EIA Today in Energy, May 22, 2025:  https://www.eia.gov/todayinenergy/?utm_medium=email
  31. Our World in Data, World Energy Sources: https://ourworldindata.org/electricity-mix
  32. American Public Power website of U.S. Generation Resources, 2025: https://www.publicpower.org/resource/americas-electricity-generating-capacity
  33. EIA Report and Graphic Charts of total Energy Used in 2024: https://www.eia.gov/totalenergy/data/flow-graphs/total-energy.php