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Piles of coal waiting to be transported at Guoyuan Port container terminal in Chongqing, China.

Cfoto | Future Publishing | Getty Images

The world won’t be able to release its grip on coal anytime soon.

“Nothing can destroy coal,” U.S. President Donald Trump said at the recent World Economic Forum. “Not the weather, not a bomb.”

U.S. exports of coal have been rising steadily to satisfy growing global demand for the world’s dirtiest fossil fuel, even though its domestic consumption has decreased.

On top of that, the world’s coal capacity reached a new record high of nearly 2,175 gigawatts in 2024, data from Global Energy Monitor showed on Feb. 6. Coal capacity is the overall power output that can be generated from coal-fired power plants.

“The global shift away from coal remains challenging, largely driven by rising demand in Asia, even as Europe and the U.S. see significant declines in coal consumption,” said Dorothy Mei, project manager for Global Energy Monitor’s Global Coal Mine Tracker.

Global coal demand is also expected to have breached another fresh record high of 8.77 billion tonnes in 2024, and will remain at similar levels until 2027, the International Energy Agency predicted.

The main culprits?

China recently reported that its coal imports surged 14.4% to a record high in 2024, amounting to 542.7 million metric tons compared with 474.42 million tons the year before.

The world’s second largest economy is also the largest coal consumer globally, accounting for more than 56% of global demand in 2023, latest figures by IEA showed.

China’s record-high coal stockpiling strategy is largely geared toward preparing the country for potential power shortages caused by extreme weather events, said Mei. 

There is little focus on using energy efficiently, when coal is so cheap.

Dave Jones

Ember Energy

Hydropower, wind and solar energy made up almost 30% of China’s electricity mix in 2023, data from energy think tank Ember Energy showed. When hydropower output drops as a result of insufficient rainfall, the Chinese government often relies on coal power to ensure energy security, Mei added.

“Additionally, another major barrier is not the availability of renewable energy infrastructure, but the difficulty of transmitting solar and wind power across provinces,” she said, adding that coal will continue to be a “critical energy backbone” in China until grid integration and management is fully developed across the entire country.

In India, climate-induced extreme heat has led to soaring energy demand for cooling, and clean energy sources are not built fast enough to meet the country’s growing power demand, said Mei.

India’s focus on economic and infrastructure development has also boosted the consumption of cement and steel, industries that are heavily reliant on coal, according to analysts CNBC spoke to.

The South Asian nation’s demand for steel is set to grow by 8-9% in 2025, outpacing that of other economies, owing to a pickup in steel-intensive construction in the infrastructure and residential sectors, data from consulting firm Crisil showed.

As recently as last December, India extended its directive for imported coal-based power plants to run at full capacity until Feb. 28.

But that’s not to say that India has been neglecting its renewable energy targets. The country has set an ambitious goal of fulfilling 50% of its electricity needs through renewable energy by 2030. And it has made progress. And as of last October, renewables account for more than 46.3% of the country’s electricity generation capacity, according to India’s Ministry of New and Renewable Energy.

Beyond China and India

Outside of India and China, other top countries building new coal plants are Bangladesh, Indonesia and Vietnam, Global Energy Monitor noted. 

Vietnam is expected to have surpassed Taiwan as the world’s fifth largest importer of coal, after the country’s coal imports reached a record high in more than a decade last year.

Indonesia’s coal production rose to around 831 million tons to notch a fresh high last year, data from the country’s Ministry of Energy and Mineral Resources showed.

And the share of coal in Philippines’ electricity mix surpassed that of China in 2023, becoming Southeast Asia’s most coal-dependent country, Ember Energy reported.

“There is little focus on using energy efficiently, when coal is so cheap,” said Dave Jones, an electricity analyst at energy think tank Ember Energy.

Strong coal demand in Asia across the board is also partly a consequence of the surge in gas prices since Russia’s invasion of Ukraine, given that a number of major thermal coal importers like China, India and Vietnam had scaled back plans for gas-based power buildouts following the high gas prices that ensued, said Ian Roper, commodity strategist at Astris Advisory Japan KK.

The AI factor

Global electricity consumption is expected to keep rising in 2025, the IEA said.

“The world needs more energy, and it needs it now,” said Rob Thummel, senior portfolio manager at Tortoise Capital. “For the global economy to grow, it needs efficient, cost-effective, and reliable energy supply sources,” he told CNBC.

Artificial intelligence has also accelerated the world’s need for energy. Reports have shown that power needs driven by data centers around the world will also prolong the demand for coal.

“The U.S., China and the world are in a race for AI superiority,” said Tim Winter, portfolio manager at Gabelli Funds. AI data centers are huge power users, making it harder to retire a reliable and affordable energy source such as coal, he explained.

By 2030, electricity demand from data centers could exceed 35 GW, more than double the 17 GW recorded in 2022, a report by Moody’s Ratings showed.

Is the energy transition still possible?

With global electricity demand rising faster, other industry watchers are beginning to echo IEA’s forecasts of coal demand remaining at all-time highs.

“There can be no transition when the demand for oil, for natural gas, for coal, continues to hit record highs,” said Eric Nuttall, senior portfolio manager at Ninepoint Partners.

Governments agreed in the 2015 Paris climate accord to limit global heating to well below 2 degrees Celsius and to pursue efforts to limit the temperature rise to 1.5 degrees Celsius. To prevent global warming from exceeding 1.5 degrees Celsius, it is estimated that emissions must be cut by 45% by 2030 and reach net zero by 2050.

Others are less pessimistic, though they recognized the challenge of reaching those targets in time.

An ongoing pledge toward renewables, alongside a looming surge in global LNG supply may ensure that coal imports continue to weaken in some coal-importing markets, said Roper, who noted that coal consumption has been falling in Europe and Northeast Asia in recent years. 

Additionally, if countries commit to its promises of tripling renewables by 2030, coal could start to see a meaningful decline in this decade, said Ember Energy’s Jones.

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California hits back as CARB takes legal action against truck brands

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California hits back as CARB takes legal action against truck brands

Following a lawsuit brought against the California Air Resources Board (CARB) by major heavy truck manufacturers over California’s emissions requirements, CARB has struck back with fresh lawsuit of its own alleging that the manufacturers violated the terms of the 2023 Clean Truck Partnership agreement to sell cleaner vehicles.

Daimler Truck North America, International Motors, Paccar and Volvo Group North America sued the California Air Resources Board in federal court this past August, seeking to invalidate the Clean Truck Partnership emissions reduction deal they signed with the state in 2023 to move away from traditional trucks and toward zero-emission vehicles (ZEVs). The main point of the lawsuit was that, because the incoming Trump Administration rolled back Environmental Protection Agency (EPA) policies that had previously given individual states the right to set their own environmental and emissions laws, the truck makers shouldn’t have to honor the deals signed with individual states.

“Plaintiffs are caught in the crossfire: California demands that OEMs follow preempted laws; the United States maintains such laws are illegal and orders OEMs to disregard them,” the lawsuit reads. “Accordingly, Plaintiff OEMs file this lawsuit to clarify their legal obligations under federal and state law and to enjoin California from enforcing standards preempted by federal law.”

After several weeks of waiting for a response, we finally have one: CARB is suing the OEMs right back, claiming that the initial suit proves the signing manufacturers, “(have) unambiguously stated that they do not intend to comply.”

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They want to sell Americans more diesel


Peterbilt Model 589; via Peterbilt.

In its lawsuit, CARB argues that monetary damages alone would not make the people of the State of California whole as far as damages are concerned, citing that the stated goal of the 2023 Clean Truck Partnership was, “to achieve emissions reductions that cannot be measured strictly in financial terms,” according to ACT-News.

The agency is asking the court to compel the truck companies to perform on their 2023 obligations or, failing that, to allow CARB to rescind the contract and recover its costs. A hearing on the truck makers’ request for a preliminary injunction was held Friday, with another court date set for November 21, when CARB will seek to dismiss the case brought forth by the truck brands. The outcome of these cases could shape how state and federal government agencies cooperation on emissions rules in the future.

You can read the full 22-page lawsuit, below, then let us know what you think of CARB’s response (and their chances of succeeding) in the comments.

SOURCES: CARB; via ACT-News, Trucking Dive.


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New national law will turn large parking lots into solar power farms

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New national law will turn large parking lots into solar power farms

Starting this month, parking lots in South Korea with more than 80 spaces will be required to install solar canopies and carports. But, unlike similar laws that have been proposed in the US, this new law doesn’t just apply to new construction – existing lots will have to comply as well!

South Korea’s Ministry of Trade, Industry and Energy announced in August that it has prepared an amendment to the Enforcement Decree of the Act on the Promotion of the Development, Use, and Diffusion of New and Renewable Energy to the effect that all publicly- and privately-owned parking lots in the Asian country with room for more than 80 vehicles will be compelled to add solar panels to their lots in a move designed to proactively expand renewable energy and create more solar and construction jobs.

In addition to creating jobs and working to stabilize the local grid with more renewable energy, the proposed solar canopies will offer a number of practical, day-to-day benefits for Korean drivers, as well.

The shaded structures will protect vehicles from heavy rain, snow, and the blistering summer sun — keeping interiors cooler, extending the life of plastics and upholstery, and even helping to preserve battery range in EVs and PHEVs by reducing their AC loads (and, of course, provide charging while the cars are parked).

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To their credit, Ministry officials absolutely get it. “Through this mandatory installation,” one unnamed official told Asia Business Daily, “we expect to expand the distribution of eco-friendly renewable energy generation facilities while providing tangible benefits to the public. By utilizing idle land such as parking lots, we can maximize land use efficiency. In addition, installing canopy-type solar panels can provide shade underneath, offering noticeable comfort to people using parking lots during hot weather.”

The new rule was approved in late September, and is expected to go into effect later this month, with new installation projects set to begin immediately.

It could work here


Solar carport; by Standard Solar.

South Korea is proving that an idea like is practical. Here in the US, we’re proving that out, too – the Northwest Fire District in Arizona partnered with Standard Solar to build a conceptually similar, 657 kW solar carport system across 12 parking lots (shown, above) that delivers more than 1.23 million kWh of clean, emissions-free power annually and offsets the equivalent of 185,000 vehicles’ worth of harmful carbon emissions.

That’s just Arizona. In New York, a new initiative to help expand solar into parking lots has more than doubled commercially zoned land where EV charging stations can be sited, “freeing up” an additional 400 million square feet of space throughout the city. 

Sun-rich states like Texas, New Mexico, and Florida could also benefit, and even if we’re “just” adding fresh energy sources to municipal parking, dealer lots, and public schools, we could do a lot to reduce the cost of energy generation for the entire community. And, for what it’s worth, that seems to be right in line with the big reasons why people are choosing to add solar to their homes today.

What do you guys think – would something like this work in the US, or are we too far gone down the sophomoric, pseudo-libertarian rabbit hole to ever dig our way out? Let us know your take in the comments.

SOURCE | IMAGES: Asia Business Daily, via LinkedIn; Standard Solar.


If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them. 

Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

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NHTSA is investigating Waymo robotaxis for passing stopped school bus

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NHTSA is investigating Waymo robotaxis for passing stopped school bus

Autonomous taxi company Waymo faced scrutiny last month when a car was caught on video illegally passing a stopped school bus that was letting children off in Atlanta. Now, the National Highway Traffic Safety Administration (NHTSA) is looking into it.

Georgia State Representative Clint Crowe seemed stunned after being presented with video of a Waymo driverless car illegally passing a stopped school bus on Briarcliff Road in Atlanta last month. “I’m a big fan of new technologies and emerging technologies and I think that driverless cars are going to become more prevalent,” he told local NBC news affiliate WBIR. “But we got [sic] to think about how they’re going to comply with the law.”

WBIR | Waymo illegally passes school bus


Crowe co-sponsored Addy’s Law in 2024. The legislation was named after 8-year-old Addy Pierce, who was killed in Henry County after being struck while crossing the street to get to her bus. The law stiffened penalties for illegally passing a stopped school bus, carrying penalties of up to $1,000 in fines and even jail time.

According to Crowe, those rules still apply to autonomous vehicles. “The majority of our traffic laws, the penalty is usually a fine and or driver’s license suspension. These cars don’t have a driver, so they don’t have a driver’s license and so we’re really going to have to rethink who’s the responsible party, who’s going to be responsible for being in control of that vehicle and who’s going to be the operator of that vehicle,” he said.

Crowe believes manufacturers should face stronger consequences when their vehicles break the law, saying the $1,000 fine doesn’t go far enough.

WBIR NEWS

Now, thanks to pressure from social media and politicians like Crowe and Geoirgia State Senator Rick Williams, who helped co-author Addy’s Law, it seems like NHTSA is getting involved.

Prompted by media reports, the US Department of Transportation issued an investigation regarding Waymo’s AV, which states that, “the AV initially stopped, but then drove around the front of the bus by briefly turning right to avoid running into the bus’s right front end, then turning left to pass in front of the bus, and then turning further left and driving down the roadway past the entire left side of the bus. During this maneuver, the Waymo AV passed the bus’s extended crossing control arm near disembarking students (on the bus’s right side) and passed the extended stop arm on the bus’s left side.”

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While it remains to be seen how much work NHTSA is actually doing amid the ongoing shutdown of the Federal government, it’s worth noting that, regardless of the outcome, Senator Williams said he plans to introduce new legislation that would hold driverless car companies accountable with higher fines if their vehicles violate traffic laws. If that passes in Georgia, it could set the stage for politicians across the US and even abroad to use similar fins to halt the spread of autonomous taxis in their states.

Driverless cars should be stopped until it can be figured out,” said Williams. “We should not have this on the road. It’s too dangerous for our children.”

You can read NHTSA summary, below.

We’re typically pretty tech- and autonomous-forward here, but as a parent I would absolutely lose my s*** if a Waymo or Robotaxi or whatever else ran over my kid. but I’ve also seen plenty of human drivers blow past a school bus with a knee on the steering wheel and both eyes glued firmly to their phones. Let us know who you’d be more ready to trust with your kids’ lives in the comments.

SOURCES: WBIR, NHTSA, via School Transportation News.


If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them. 

Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

FTC: We use income earning auto affiliate links. More.

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