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♫ It’s getting hot in here, so close up all your domes ♫

Home runs ain’t the half of it.
Last week, the Bulletin of the American Meteorological Society issued a widely cited report that found global warming is “juicing” baseballs. The result is an extra 50 or so home runs per year in the major leagues. “It’s basic physics,” The Associated Press explained. “When air heats up, molecules move faster and away from each other, making the air less dense. Baseballs launched off a bat go farther through thinner air because there’s less resistance to slow the ball.”
Baseball fans have long been aware that hot weather makes for more home runs, so it follows that increasing temperatures will have an impact on the game in the years ahead. But MLB has more to worry about than the game becoming boring again because of too many dingers. Here are a few more ways climate change could irrevocably alter the future of America’s favorite past time:
We’ve already covered how the ball will behave differently off the bat. But what about out of the hand?
Heat and high humidity mean less air density, which in turn causes “fastballs to be faster, curveballs to curve less, and spin rates of pitches to be higher,” wrote Lawrence Rocks for SABR’s “Future of Baseball” issue in 2021. Of course, “these factors will cause pitchers to change their usage percentages on their pitch selection.”
As lowland parks grow hotter, we can expect them to behave more like the famously thin-aired Coors Field in Denver — particularly Atlanta, Kansas City, and Houston, which have among the lowest air densities of the Major League stadiums. Heat and humidity will cause baseballs to move more quickly out of the hand while the reduction in the Magnus force will cause them to break more poorly. And if fastballs get faster and curveballs break less, you can naturally expect to see more heaters in the game — and potentially more strikeouts as a result.
At the time of first pitch in Seattle, the Air Quality Index was 220. During the nine innings that followed, it would peak at 240 — more than twice the satisfactory level and “unhealthy for all groups.”
The year was 2020, and wildfires up and down the West Coast were making the empty stadiums even more apocalyptic. Shortly after smoke turned the Bay Area a dystopian orange, MLB decided to move home games from Seattle to San Francisco’s Oracle Park — because the air quality in the Pacific Northwest at that point was too unsafe for athletes.
\u201cA look outside the San Francisco Giants' stadium today.\u201d— SportsCenter (@SportsCenter) 1599694410
It won’t be the last time baseball games are moved or even postponed due to air quality from fires. In 2022, perhaps against better judgment, the Mariners played the ALDS against the Astros when the AQI was 158. Though the unwritten rule is to postpone games when the AQI tops 200, players are beginning to push back, saying — rightfully — that prolonged exposure to inhaling smoke is dangerous. “It’s not like if you’re below 200, everything is fine, and if you’re above 200, everybody is severely affected,” a public health official pointed out to The Athletic. “There’s a whole continuum.”
If the Oakland Athletics move to Las Vegas, they’re all but certain to become the ninth Major League baseball team with at least the ability — if not the necessity — to play indoors.
In addition to the fully enclosed Tropicana Dome in Tampa Bay, seven stadiums currently have retractable roofs. And it is in the warmest, sunniest markets where those roofs most often remain closed: “Miami … played under an open roof just five times in the past two seasons — combined,” Fox Weather reports. The Rangers, meanwhile, replaced their only-26-year-old ballpark in 2019 because it had gotten literally too hot to play in Texas without air conditioning.
It’s not uncommon for the remaining open-air ballparks to top 95 degrees in the summer — a miserable experience for players and fans alike. Without covering more ballparks, injuries could climb and attendance could drop. “People might just say forget about it. I’m not going to a baseball game. It’s 105 degrees,” Brad Humphreys, professor of economics at West Virginia University, told Capital News Service.
Triple-A baseball introduced electronic strike zones this season, fueling speculation that the controversial robo-ump system could be coming to the Major Leagues next. But there is one big reason in favor of electronic strike zones that doesn’t often get mentioned in the debate: climate change.
A recent study found that “umpires call pitches less accurately in uncomfortable temperatures, with performance at its worst in extreme heat conditions,” Monmouth University writes. Incorrect calls were made at a rate of about 1% worse when temperatures topped 95 degrees. And while that might seem insignificant, “it is non-trivial for this high-revenue, high-stakes industry,” the study’s author, Monmouth associate professor of economics Eric Fesselmeyer, said. “Moreover, high temperatures cause an even greater decrease in accuracy on close-call pitches along the edges of the strike zone.”
Aggression and violence rise with the temperatures. In one study, violent crimes went up by as much as 5.7% on days with a maximum daily temperature above 85 degrees, and as much as 10% on days above about 88.
As dugouts and diamonds get hotter, tempers will too. But there is another reason to believe there will be more bench-clearing brawls beyond heat-induced short-fuses. According to a study published in the Personality and Social Psychology Bulletin in 1991, “a positive and significant relationship was found between temperature and the number of hit batters per game, even when potentially confounding variables having nothing to do with aggression were partialed out.”
Similarly, Duke University’s Fuqua School of Business found in 2011 that “pitchers whose teammates get hit by a pitch are more likely to retaliate and plunk an opposing batter when the temperature reaches 90 degrees than when it is cooler.” Curiously, if no one has been hit in a game, the study found “high temperatures have little effect on a pitcher’s behavior.” As one of the researchers put it, “heat affects a specific form of aggression. It increases retribution.”
Hurricane Ian — the category 4 hurricane that slammed southwest Florida last September — was the state’s costliest storm, inflicting $109 billion in damage including “totally” destroying 900 structures in Fort Meyers Beach alone. Among the damages: CenturyLink Sports Complex, the spring training facility of the Minnesota Twins; Fenway South, the Boston Red Sox’s facility; and Charlotte Sports Park, the Tampa Bay Rays’ spring training home, which sustained damage so extensive that the team had to find another stadium to practice in during the 2023 spring training season.
The lasting damage of the storm extends beyond the physical: “Hurricane Ian’s impact on Lee County likely played a role in depressing the crowds at Red Sox and Twins games this year,” Fort Myers News-Press reports.
There are no murmurs of moving the Grapefruit League’s spring training facilities — yet. But already the rising sea levels and storms of Florida are ruling out new stadium locations, including at least one potential regular-season home for the Rays. “Sites that once appeared to be great places to build a ballpark are now expected to be underwater,” the team president said. With climate already costing teams money and fans, as well as being a deciding factor in new builds, the Grapefruit League could prudently decide to uproot for higher grounds.
Homebuyers are taking into account the future climate conditions of potential properties, and if MLB is wise, it will do the same when considering team expansion.
From a climate standpoint, it already seems egregious to move a team to a desert city that is running out of drinkable water in the summer, though the Oakland A’s potential relocation to Las Vegas is still very much on the table. But when MLB looks at locations to expand to — Portland, Mexico City, North Carolina, Nashville, Montreal, and Vancouver have also been floated — the climate calculus becomes ever more important.
In 60 years, Portland will have a climate similar to Sacramento, complete with the threat of wildfire smoke. Mexico City is getting hotter, drier, and sinking. Charlotte and Raleigh will eventually “resemble the Florida panhandle, specifically Tallahassee, which is 12.6 °F warmer and 10.6% to 14.4% wetter than winter in Charlotte and Raleigh. Nashville is not too far, with Mobile, Alabama serving as its closest projection,” Fangraphs writes in an assessment of the future of ballparks in the climate crisis.
Unsurprisingly, with an eye for the future, it is the northernmost cities that look like the best options to withstand climate change impacts: “Vancouver and Montreal could look toward current day T-Mobile Park and Citizens Bank Park as examples of how to keep fans comfortable during games.”
Over the course of 12 months between 2019 and 2020, 10% of MLB teams switched from real grass to turf. “The three stadiums that replaced their grass share a lot in common,” wrote The Wall Street Journal at the time: “They play in cities with extreme weather and have retractable roofs.”
In Arizona, for example, real grass required sunlight — and thus an open roof — until between 4 p.m. and 7 p.m., which meant that players often worked out before games in temperatures of 110 degrees or more. By the time fans arrived, the building would still be sweltering, air conditioning not having yet kicked in. But by switching to turf, “the roof can remain closed all summer.”
Switching to turf also eliminates the demands of watering: Conservatively, about 62,500 gallons of water a week are required to maintain an average field, an amount 89 homes would use in the same amount of time. Though that water is likely negligible in the grand scheme of things, it’s important for teams to take “social responsibility” by “walking the walk,” Diamondbacks president and CEO Derrick Hall told The Associated Press.
Turf remains controversial — it can affect the bounce of balls and result in higher rates of injuries. Recent advances in turf technology, though, are making it more appealing for teams and the planet.
Anyone who’s ever watched nine innings of live baseball knows the kind of mess fans leave behind: peanut shell piles; beer cups; burger trays; plastic ice cream bowls shaped like hats; abandoned bobbleheads. Overall, baseball audiences create more than 1,000 tons of waste every season, according to the Green Sports Alliance.
A growing number of stadiums are now aspiring to contribute less to landfills, including by using compostable serving items and reducing food waste. But one place waste is still frequently overlooked is in promotional giveaways.
Every year, MLB gives away around four million bobbleheads in addition to other tchotchkes like branded visors, T-shirts, sunglasses, and bags. While some of these end up as treasured pieces of home collections, the vast majority are junk destined for landfills.
Though teams show no sign of forgoing giveaways anytime soon, the more environmentally conscious parks may begin to consider new ways of reducing their waste — including by curbing handouts of cheaply made petroleum products and environmentally taxing garments that no one actually needs.
Every year, athletes end up on the Injured List for reasons ranging from benign to ridiculous. Now there is a new reason to be pulled from a game: heat illness. During one 2018 game at Wrigley Field with a heat index of 107, four players ultimately left the field for temperature-related causes, including three who had to be treated with IV fluids. During another game in 2021, a 28-year-old pitcher vomited on the mound in New York City. Diagnosis? Heat exhaustion.
Normal sports injuries also spike as it gets warmer. “We always had what seemed to be a lot more soft-tissue leg injuries than some of the other clubs. Hamstrings, calf injuries, from guys running the bases,” a former Rangers trainer told The Atlantic in 2016, prior to the construction of the team’s new air-conditioned stadium. “Our staff attributed that to the excessive heat and the fatigue.”
The prevalence of naturally occurring injuries could go up too because as players get dehydrated, their brain, thought capacity, and reflexes “are affected and the player is not able to react immediately on the field,” a 2021 study by the International Journal of Physical Education found. “The player will be injured due to a fall or collision with another player or being hit by a ball.”
Tragically, rising temperatures also are known to contribute to an increased number of deaths, a pattern already observable in high school football. Baseball fans and minor league athletes have already died due to heat-related causes — an awful pattern that isn’t likely to abate.
In 2017, the mercury during the first game of the World Series in Los Angeles hit 103 degrees after 5 p.m.; the same year, the Oakland A’s Triple-A affiliate played in 111-degree heat in Las Vegas. On average, the temperature across the 27 Major League Baseball cities has risen over two degrees since 1970. And “the difference in home run rates between a 90-degree day and a 40-degree day is roughly equivalent to the difference between hitting in Citizens Bank Park” — which is small — “versus Citi Field,” which is comparatively huge, ESPN reports.
In our hotter, damper future, baseball will be a markedly different game than it was 50 years ago — or even now. Heat will affect players’ reflexes and focus. Balls will move differently through thinner, warmer air. Fielding could change ever so slightly as turf becomes more common, and pitchers might switch up their pitches as electronic strike zones come into use and curveballs become less effective.
All good statistical comparisons need context, and that is especially true in the ever-changing sport of baseball. But in the next century of the sport, it is all but certain that the literal environment of the games — from the weather to the air density to the AQI — will be a necessary asterisk beside unusual home runs and IL designations. One day, announcers may even reminisce about “open air” stadiums from their climate-controlled booths during downtime on broadcasts. Perhaps we’ll even have a name for the days of comparatively thicker air: the “cool-ball era.”
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New Jersey Governor-elect Mikie Sherrill made a rate freeze one of her signature campaign promises, but that’s easier said than done.
So how do you freeze electricity rates, exactly? That’s the question soon to be facing New Jersey Governor-elect Mikie Sherrill, who achieved a resounding victory in this November’s gubernatorial election in part due to her promise to declare a state of emergency and stop New Jersey’s high and rising electricity rates from going up any further.
The answer is that it can be done the easy way, or it can be done the hard way.
What will most likely happen, Abraham Silverman, a Johns Hopkins University scholar who previously served as the New Jersey Board of Public Utilities’ general counsel, told me, is that New Jersey’s four major electric utilities will work with the governor to deliver on her promise, finding ways to shave off spending and show some forbearance.
Indeed, “We stand ready to work with the incoming administration to do our part to keep rates as low as possible in the short term and work on longer-term solutions to add supply,” Ralph LaRossa, the chief executive of PSE&G, one of the major utilities in New Jersey, told analysts on an earnings call held the day before the election.
PSE&G’s retail bills rose 36% this past summer, according to the investment bank Jefferies. As for what working with the administration might look like, “We expect management to offer rate concessions,” Jefferies analyst Paul Zimbrado wrote in a note to clients in the days following the election, meaning essentially that the utility would choose to eat some higher costs. PSE&G might also get “creative,” which could mean things like “extensions of asset recoverable lives, regulatory item amortization acceleration, and other approaches to deliver customer bill savings in the near-term,” i.e. deferring or spreading out costs to minimize their immediate impact. “These would be cash flow negative but [PSE&G] has the cushion to absorb it,” Zimbrado wrote.
In return, Silverman told me that the New Jersey utilities “have a wish list of things they want from the administration and from the legislature,” including new nuclear plants, owning generation, and investing in energy storage. “I think that they are probably incented to work with the new administration to come up with that list of items that they think they can accomplish again without sacrificing reliability.”
Well before the election, in a statement issued in August responding to Sherrill’s energy platform, PSE&G hinted toward a path forward in its dealings with the state, noting that it isn’t allowed to build or own power generation and arguing that this deregulatory step “precluded all New Jersey electric companies from developing or offering new sources of power supply to meet rising demand and reduce prices.” Of course, the failure to get new supply online has bedeviled regulators and policymakers throughout the PJM Interconnection, of which New Jersey is a part. If Mikie Sherrill can figure out how to get generation online quickly in New Jersey, she’ll have accomplished something more impressive than a rate freeze.
As for ways to accomplish the governor-elect’s explicit goal of keeping price increases at zero, Silverman suggested that large-scale investments could be paid off on a longer timeline, which would reduce returns for utilities. Other investments could be deferred for at least a few years in order to push out beyond the current “bubble” of high costs due to inflation. That wouldn’t solve the problem forever, though, Silverman told me. It could simply mean “seeing lower costs today, but higher costs in the future,” he said.
New Jersey will also likely have to play a role in deliberations happening in front of the Federal Energy Regulatory Commission about interconnecting large loads — i.e. data centers — a major driver of costs throughout PJM and within New Jersey specifically. Rules that force data centers to “pay their own way” for transmission costs associated with getting on the grid could relieve some of the New Jersey price crunch, Silverman told me. “I think that will be a really significant piece.”
Then there’s the hard way — slashing utilities’ regulated rates of return.
In a report prepared for the Natural Resources Defence Council and Evergreen Collective and released after the election, Synapse Economics considered reducing utilities’ regulated return on equity, the income they’re allowed to generate on their investments in the grid, from its current level of 9.6% as one of four major levers to bring down prices. A two percentage point reduction in the return on equity, the group found, would reduce annual bills by $40 in 2026.
Going after the return on equity would be a more difficult, more contentious path than working cooperatively on deferring costs and increasing generation, Silverman told me. If voluntary and cooperative solutions aren’t enough to stop rate increases, however, Sherrill might choose to take it anyway. “You could come in and immediately cut that rate of return, and that would absolutely put downward pressure on rates in the short run. But you establish a very contentious relationship with the utilities,” Silverman told me.
Silverman pointed to Connecticut, where regulators and utilities developed a hostile relationship in recent years, resulting in the state’s Public Utilities Regulatory Authority chair, Marissa Gillett, stepping down last month. Gillett had served on PURA since 2019, and had tried to adopt “performance-based ratemaking,” where utility payouts wouldn’t be solely determined by their investment level, but also by trying to meet public policy goals like energy efficiency and reducing greenhouse gas emissions.
Connecticut utilities said these rules would make attracting capital to invest in the grid more difficult. Gillett’s tenure was also marred by lawsuits from the state’s utilities over accusations of “bias” against them in the ratemaking process. At the same time, environmental and consumer groups hailed her approach.
While Sherrill and her energy officials may not want to completely overhaul how they approach ratemaking, some conflict with the state’s utilities may be necessary to deliver on her signature campaign promise.
Going directly after the utilities’ regulated return “is kind of like making your kid eat their broccoli,” Silverman said. “You can probably make them eat it. You can have a very contentious evening for the rest of the night.”
Current conditions: Unseasonable warmth of up to 20 degrees Fahrenheit above average is set to spread across the Central United States, with the potential to set records • Scattered snow showers from water off the Great Lakes are expected to dump up to 18 inches on parts of northern New England • As winter dawns, Israel is facing summertime-like temperatures of nearly 90 degrees this week.
The Department of the Interior finalized a rule last week opening up roughly half of the largely untouched National Petroleum Reserve-Alaska to oil and gas drilling. The regulatory change overturns a Biden-era measure blocking oil and gas drilling on 11 million acres of the nation’s largest swath of public land, as my predecessor in anchoring this newsletter, Heatmap’s Jeva Lange, wrote in June. The Trump administration vowed to “unleash” energy production in Alaska by opening the 23 million-acre reserve, as well as nearby Arctic National Wildlife Refuge, to exploration. By rescinding the Biden-era restrictions, “we are following the direction set by President Trump to unlock Alaska’s energy potential, create jobs for North Slope communities, and strengthen American energy security,” Secretary of the Interior Doug Burgum said in a statement, according to E&E News. In a post on X, Alaska Governor Mike Dunleavy, a Republican, called the move “yet another step in the right direction for Alaska and American energy dominance.”
The new rule is expected to face challenges in court.“Today’s action is another example of how the Trump administration is trying to take us back in time with its reckless fossil fuels agenda,” Erik Grafe, a lawyer with Earthjustice, an environmental nonprofit group, said in a statement to The New York Times.

For the first time in United Nations climate negotiations, countries attending the COP30 summit in Belém, Brazil, are grappling with the effects of mining the minerals needed for batteries, solar panels, and wind turbines, Climate Home News reported. In a draft text on Friday, a working group at the summit recognized “the social and environmental risks associated with scaling up supply chains for clean energy technologies, including risks arising from the extraction and processing of critical minerals.”
The statement came amid ongoing protests from Indigenous groups, including those from Argentina who warned that the world’s increased appetite for South America’s lithium reserves came at the cost of local water resources for peoples who have lived in regions near mining operations for millennia.
Nearly one fifth of the Environmental Protection Agency’s workforce has opted into President Donald Trump’s mass resignation plan, according to new data E&E News obtained on Friday. As of the end of September, the EPA’s payroll included 15,166 employees, according to data released during the government shutdown, meaning that more than 2,620 employees accepted the “deferred resignation” offer.
Under Administrator Lee Zeldin, the EPA has advanced proposals that even the agency under Scott Pruitt, the top environmental regulator at the start of Trump’s first term, dared not attempt. Zeldin has moved to rescind the endangerment finding, which forms the legal basis for virtually all major climate regulations at the EPA. Zeldin even tried to kill off the popular Energy Star program for efficient appliances, but — as I wrote earlier this month — he backed off the plan.
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The next-generation geothermal company Eavor is preparing to start up its debut closed-loop system at its pilot project in Germany, Think Geoenergy reported. The startup has stood out in the race to commercialize technology that can harness energy from the Earth’s molten core in more places than conventional approaches allow. While rivals such as Fervo Energy, Sage Geosystems, and XGS Energy, pursue projects in the American Southwest, Eavor focused its efforts on Germany, where it saw potential to tap into the lucrative district heating market. Eavor also developed special drilling tools that promised to shave “tens of millions” off the cost of digging wells. As I wrote here last month, the company just completed successful tests of its technology.
BlackRock’s Global Infrastructure Partners inked a deal with the Spanish construction company ACS to form a joint venture to develop roughly $2.3 billion worth of data centers. The 50-50 joint venture will consist of ACS’ existing data-center portfolio, including 1.7 gigawatts of assets under development in Europe, the U.S., and Australia. ACS is contributing its existing portfolio to the business, The Wall Street Journal reported, “in exchange for about 1 billion euros in cash and initial earnout payments of up to 1 billion euros” if the data centers hit certain commercial milestones. “Global demand for data centers is set to grow more than 15 times by 2035, driven by the expansion of AI, cloud migration, and the exponential rise in data volumes,” ACS CEO Juan Santamaria said.
In a first, Swedish scientists have managed to successfully isolate and sequence RNA from an Ice Age wooly mammoth. Researchers at Stockholm University extracted the genetic information from mammoth tissue preserved in Siberian permafrost for nearly 40,000 years. The findings, published in the journal Cell, show that RNA, in addition to DNA and proteins, can be preserved over long periods of time. “With RNA, we can obtain direct evidence of which genes are ‘turned on,’ offering a glimpse into the final moments of life of a mammoth that walked the Earth during the last Ice Age. This is information that cannot be obtained from DNA alone,” Emilio Mármol, lead author of the study, said in a press release.
Editor’s note: This article has been updated to clarify the staff shrinkage at the EPA.
According to a new analysis shared exclusively with Heatmap, coal’s equipment-related outage rate is about twice as high as wind’s.
The Trump administration wants “beautiful clean coal” to return to its place of pride on the electric grid because, it says, wind and solar are just too unreliable. “If we want to keep the lights on and prevent blackouts from happening, then we need to keep our coal plants running. Affordable, reliable and secure energy sources are common sense,” Energy Secretary Chris Wright said on X in July, in what has become a steady drumbeat from the administration that has sought to subsidize coal and put a regulatory straitjacket around solar and (especially) wind.
This has meant real money spent in support of existing coal plants. The administration’s emergency order to keep Michigan’s J.H. Campbell coal plant open (“to secure grid reliability”), for example, has cost ratepayers served by Michigan utility Consumers Energy some $80 million all on its own.
But … how reliable is coal, actually? According to an analysis by the Environmental Defense Fund of data from the North American Electric Reliability Corporation, a nonprofit that oversees reliability standards for the grid, coal has the highest “equipment-related outage rate” — essentially, the percentage of time a generator isn’t working because of some kind of mechanical or other issue related to its physical structure — among coal, hydropower, natural gas, nuclear, and wind. Coal’s outage rate was over 12%. Wind’s was about 6.6%.
“When EDF’s team isolated just equipment-related outages, wind energy proved far more reliable than coal, which had the highest outage rate of any source NERC tracks,” EDF told me in an emailed statement.
Coal’s reliability has, in fact, been decreasing, Oliver Chapman, a research analyst at EDF, told me.
NERC has attributed this falling reliability to the changing role of coal in the energy system. Reliability “negatively correlates most strongly to capacity factor,” or how often the plant is running compared to its peak capacity. The data also “aligns with industry statements indicating that reduced investment in maintenance and abnormal cycling that are being adopted primarily in response to rapid changes in the resource mix are negatively impacting baseload coal unit performance.” In other words, coal is struggling to keep up with its changing role in the energy system. That’s due not just to the growth of solar and wind energy, which are inherently (but predictably) variable, but also to natural gas’s increasing prominence on the grid.
“When coal plants are having to be a bit more varied in their generation, we're seeing that wear and tear of those plants is increasing,” Chapman said. “The assumption is that that's only going to go up in future years.”
The issue for any plan to revitalize the coal industry, Chapman told me, is that the forces driving coal into this secondary role — namely the economics of running aging plants compared to natural gas and renewables — do not seem likely to reverse themselves any time soon.
Coal has been “sort of continuously pushed a bit more to the sidelines by renewables and natural gas being cheaper sources for utilities to generate their power. This increased marginalization is going to continue to lead to greater wear and tear on these plants,” Chapman said.
But with electricity demand increasing across the country, coal is being forced into a role that it might not be able to easily — or affordably — play, all while leading to more emissions of sulfur dioxide, nitrogen oxide, particulate matter, mercury, and, of course, carbon dioxide.
The coal system has been beset by a number of high-profile outages recently, including at the largest new coal plant in the country, Sandy Creek in Texas, which could be offline until early 2027, according to the Texas energy market ERCOT and the Institute for Energy Economics and Financial Analysis.
In at least one case, coal’s reliability issues were cited as a reason to keep another coal generating unit open past its planned retirement date.
Last month, Colorado Representative Will Hurd, a Republican, wrote a letter to the Department of Energy asking for emergency action to keep Unit 2 of the Comanche coal plant in Pueblo, Colorado open past its scheduled retirement at the end of his year. Hurd cited “mechanical and regulatory constraints” for the larger Unit 3 as a justification for keeping Unit 2 open, to fill in the generation gap left by the larger unit. In a filing by Xcel and several Colorado state energy officials also requesting delaying the retirement of Unit 2, they disclosed that the larger Unit 3 “experienced an unplanned outage and is offline through at least June 2026.”
Reliability issues aside, high electricity demand may turn into short-term profits at all levels of the coal industry, from the miners to the power plants.
At the same time the Trump administration is pushing coal plants to stay open past their scheduled retirement, the Energy Information Administration is forecasting that natural gas prices will continue to rise, which could lead to increased use of coal for electricity generation. The EIA forecasts that the 2025 average price of natural gas for power plants will rise 37% from 2024 levels.
Analysts at S&P Global Commodity Insights project “a continued rebound in thermal coal consumption throughout 2026 as thermal coal prices remain competitive with short-term natural gas prices encouraging gas-to-coal switching,” S&P coal analyst Wendy Schallom told me in an email.
“Stronger power demand, rising natural gas prices, delayed coal retirements, stockpiles trending lower, and strong thermal coal exports are vital to U.S. coal revival in 2025 and 2026.”
And we’re all going to be paying the price.