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The answer depends on where it’s going and what it’s replacing.

President Biden’s decision to pause approving liquified natural gas export terminals until it can better study their climate effects — functionally delaying or even outright preventing their construction — got real political, real fast. Almost immediately, West Virginia Senator Joe Manchin called for a hearing on the president’s decision-making.
“If the Administration has the facts to prove that additional LNG export capacity would hurt Americans, they must make that information public and clear,” he said in a statement last week. “But if this pause is just another political ploy to pander to keep-it-in-the-ground climate activists at the expense of American workers, businesses and our allies in need, I will do everything in my power to end this pause immediately.”
While Senator Manchin is not exactly the administration’s biggest fan lately, he’s also asking some pretty interesting questions. One of the animating ideas of the past few months in climate politics has been the argument that LNG (and maybe even pipeline gas) are in fact far worse for the global climate even than coal, which has long been assumed to be the dirtiest, most carbon-intensive fossil fuel around. That view is based on research by Cornell University scientist Robert Howarth and has been expounded by climate advocates and elected officials alike.
But that research has not yet passed through peer review. Even if it had, Howarth’s past research has gotten criticism from other climate scientists for using some idiosyncratic assumptions that yield more dramatic results.
Make no mistake, meeting the goals of the Paris Agreement and holding global warming to 1.5 degrees Celsius over pre-industrial levels requires winding down our use of fossil fuels as quickly as possible. If we meet those goals, the natural gas export terminals delayed by the Biden administration’s decision will likely go dormant well before the end of their expected lifespans. But it’s not the case that in all possible worlds, continuing or even expanding natural gas production and exports would actually be worse for the climate.
The basic physics of coal emissions versus LNG emissions are just part of the equation. When it’s burned, natural gas releases carbon dioxide, the primary source of human-caused climate change, albeit less carbon dioxide than coal. But natural gas is itself mostly methane, CH4, which traps far more heat than CO2 when it leaks from wells, pipelines, and production facilities. (LNG is also much more energy-intensive to extract, produce, and store than regular natural gas, since it has to be cooled to -260 degrees Fahrenheit, sailed across the ocean and then “regasified” and shipped via pipeline on the other side.) While CH4 is more potent than CO2 from a warming perspective, it also breaks down much more quickly in the atmosphere, which means the warming effect doesn’t last as long.
How to think about LNG’s effect on overall emissions, then, largely depends on how much you think each of these factors matters. “Only if we assume high methane leakage rates and a 20-year global warming potential is natural gas worse than coal, and such assumptions are likely unrealistic,” wrote Carnegie Mellon energy systems researcher Paulina Jaramillo in an essay titled, aptly, “Navigating the LNG Dilemma.”
Absolute emissions aren’t even what we should be asking about, Arvind Ravikumar, a professor at the University of Texas and a leading scholar on natural gas and energy policy, told me. “The climate impact of U.S. LNG depends on what it replaces in countries — whether those alternatives have more or less emissions than U.S. LNG.”
When the United States stepped in to replace much of the gas the European Union would otherwise buy from Russia with LNG, Ravikumar explained, it likely reduced overall emissions because of lower methane emissions from the U.S. gas industry. Before the invasion of Ukraine, Russia supplied about 155 billion cubic meters of natural gas to Europe; by 2022, that was down to around 80 billion cubic meters. That’s a lot of energy to replace. In that time, the U.S. more than doubled its LNG exports to Europe, which has guaranteed demand of at least 50 billion cubic meters from the U.S. through 2030.
Had the U.S. not ramped up its LNG exports, boosters argue, these countries might not have had a viable alternative and might have turned to coal, instead. But that won’t be the case in every single possible future scenario. “There’s no right answer,” Ravikumar told me. “It depends on who buys, what time frame, which country, and how are they using LNG.”
There’s at least one clear case study of the coal-to-gas switch working to lower emissions: the United States itself.
In 2007, the U.S. was consuming just over 1 billion tons of coal for electricity; by 2016 that had declined to 679 million, and by 2022 to just under 500 million — in other words, by more than half. In that same time, natural gas use for electricity grew from 7 trillion cubic feet in 2007 to 10 trillion cubic feet in 2016 to 12 trillion cubic feet in 2022.
U.S. greenhouse gas emissions have dropped more than 15% since 2007 to even below their 1992 levels, according to the Environmental Protection Agency and the Rhodium Group. The drop in emissions has been going on since 2010, which the EPA attributes, in part, to "the growing use of natural gas and renewables to generate electricity in place of more carbon-intensive fuels.”
As climatologist Zeke Hausfather put it in an earlier commentary on an earlier Howarth paper, “While it isn’t responsible for the majority of emissions reductions, natural gas replacing coal is the largest single driver.”
Much of the conceptual infrastructure on which climate policy operates relies on estimating what the world will be like in the future — not just figuring out the effects of different levels of greenhouse gas concentrations in the atmosphere, but also figuring out different likely pathways for the evolution of those emissions over time.
This works in both directions — asking how specific projects either reduce or lower emissions, and asking about what an energy system would look like in a world where emissions have been reduced enough to avoid certain levels of temperature increases. And that’s really where the rubber meets the road.
In a scenario where the world hits its Paris Agreement goals, there would not be the coal-to-gas switching envisioned by LNG advocates precisely because there would be very little coal still being used to generate electricity. The fear, then, is that LNG terminals would either become stranded assets, capital investments that wind up becoming liabilities; or that, once they’re in operation, the companies behind them would use their political and economic leverage — not to mention just the power of inertia — to keep enough natural gas in the global energy system to be profitable.
“Either you’re building and planning to shut it down early,” Hausfather told me, “or you’re building something that’s going to be inconsistent with the world we’re aiming to have under our climate targets.”
In a Paris-compliant world, almost 90% of the world’s coal reserves and over half of the natural gas and oil reserves will stay in the ground, according to researchers from University College London. They estimate that in order to meet the Paris targets, gas production would “see rapid decline” from 2020 to 2050 and would be eliminated as a fuel for electricity generation by 2040, with accompanying “low utilization rates of infrastructure, and limited prospect for future additional liquefaction capacity” for exports.
In other words, in a world that comes in under 1.5 degrees of warming, the emissions reductions from coal-to-gas switching peter out after 2035; with 2 degrees of warming it’s around 2040 to 2045 — in any case, beyond the planned life of the export terminals that the Biden administration’s decision affects.
But how much LNG export capacity the United States builds up in the next decade is only a tiny part of the overall emissions picture now, in 2035, or in 2050. “This is the issue with regulating at a project level in general,” energy consultant Sean Smillie told me. “The decision of any given project in the scheme of global emissions is small. For me, that points to the fact that we’re trying to regulate climate change — which is a systemic issue — at the project level, and that’s a very hard thing to do.”
The biggest question is just how energy systems overseas evolve — and what role LNG exports play in that determination. The European Union is about to decide whether to reduce its net collective emissions 90% from 1990 levels by 2040, on their way to zero by 2050, which would signal a sharp reduction in demand coming from that part of the world. Meanwhile, for U.S. LNG export projects currently in the permitting pipeline, Asian countries are contracted to receive a much bigger share, according to a Public Citizen analysis. Bloomberg reports that those buyers have started looking elsewhere — including to Russia.
But what if we don’t hit our Paris Agreement targets, as the United Nations and Bill Gates agree we’re increasingly unlikely to do? What if developing countries prioritize cheap, available energy (like India’s growing coal production) over climate goals? In that case, Ravikumar argues, then LNG export capacity turns from a potential “stranded asset” into an insurance policy.
“The way to think about LNG in the longer term is the insurance against a 3 [degrees of warming] world,” Ravikumar told me. If we fail at taking quick action to change our systems from carbon-polluting to zero-carbon energy, we might still be doing some coal-to-gas switching by 2050.
“It’s hard to say for certain that we will or not need the LNG export terminals by 2050 and 2060,” Elan Sykes, an energy policy analyst at the Progressive Policy Institute and an opponent of the Biden administration’s decision, told me. “Absent aggressive foreign policy measures [like] a Green Marshall Plan for worldwide clean energy, it’s hard to imagine a world where LNG doesn’t provide” some value, whether from continuing to help reduce emissions or simply maintaining a reliable supply of energy, he said.
Modelers are good at figuring out what the energy mix of a 1.5, 2, or 3-degree world would look like. They’re less good at predicting how that energy mix will evolve over time in the world we actually live in — and it’s in that world that the Biden administration will have to decide whether more LNG exports will serve the public interest.
The job isn’t just to make decisions for an ideal world. As Hausfather told me, it’s “aiming at the best versus mitigating the worst.”
With reporting by Emily Pontecorvo.
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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,” 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 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.
Rural Marylanders have asked for the president’s help to oppose the data center-related development — but so far they haven’t gotten it.
A transmission line in Maryland is pitting rural conservatives against Big Tech in a way that highlights the growing political sensitivities of the data center backlash. Opponents of the project want President Trump to intervene, but they’re worried he’ll ignore them — or even side with the data center developers.
The Piedmont Reliability Project would connect the Peach Bottom nuclear plant in southern Pennsylvania to electricity customers in northern Virginia, i.e.data centers, most likely. To get from A to B, the power line would have to criss-cross agricultural lands between Baltimore, Maryland and the Washington D.C. area.
As we chronicle time and time again in The Fight, residents in farming communities are fighting back aggressively – protesting, petitioning, suing and yelling loudly. Things have gotten so tense that some are refusing to let representatives for Piedmont’s developer, PSEG, onto their properties, and a court battle is currently underway over giving the company federal marshal protection amid threats from landowners.
Exacerbating the situation is a quirk we don’t often deal with in The Fight. Unlike energy generation projects, which are usually subject to local review, transmission sits entirely under the purview of Maryland’s Public Service Commission, a five-member board consisting entirely of Democrats appointed by current Governor Wes Moore – a rumored candidate for the 2028 Democratic presidential nomination. It’s going to be months before the PSC formally considers the Piedmont project, and it likely won’t issue a decision until 2027 – a date convenient for Moore, as it’s right after he’s up for re-election. Moore last month expressed “concerns” about the project’s development process, but has brushed aside calls to take a personal position on whether it should ultimately be built.
Enter a potential Trump card that could force Moore’s hand. In early October, commissioners and state legislators representing Carroll County – one of the farm-heavy counties in Piedmont’s path – sent Trump a letter requesting that he intervene in the case before the commission. The letter followed previous examples of Trump coming in to kill planned projects, including the Grain Belt Express transmission line and a Tennessee Valley Authority gas plant in Tennessee that was relocated after lobbying from a country rock musician.
One of the letter’s lead signatories was Kenneth Kiler, president of the Carroll County Board of Commissioners, who told me this lobbying effort will soon expand beyond Trump to the Agriculture and Energy Departments. He’s hoping regulators weigh in before PJM, the regional grid operator overseeing Mid-Atlantic states. “We’re hoping they go to PJM and say, ‘You’re supposed to be managing the grid, and if you were properly managing the grid you wouldn’t need to build a transmission line through a state you’re not giving power to.’”
Part of the reason why these efforts are expanding, though, is that it’s been more than a month since they sent their letter, and they’ve heard nothing but radio silence from the White House.
“My worry is that I think President Trump likes and sees the need for data centers. They take a lot of water and a lot of electric [power],” Kiler, a Republican, told me in an interview. “He’s conservative, he values property rights, but I’m not sure that he’s not wanting data centers so badly that he feels this request is justified.”
Kiler told me the plan to kill the transmission line centers hinges on delaying development long enough that interest rates, inflation and rising demand for electricity make it too painful and inconvenient to build it through his resentful community. It’s easy to believe the federal government flexing its muscle here would help with that, either by drawing out the decision-making or employing some other as yet unforeseen stall tactic. “That’s why we’re doing this second letter to the Secretary of Agriculture and Secretary of Energy asking them for help. I think they may be more sympathetic than the president,” Kiler said.
At the moment, Kiler thinks the odds of Piedmont’s construction come down to a coin flip – 50-50. “They’re running straight through us for data centers. We want this project stopped, and we’ll fight as well as we can, but it just seems like ultimately they’re going to do it,” he confessed to me.
Thus is the predicament of the rural Marylander. On the one hand, Kiler’s situation represents a great opportunity for a GOP president to come in and stand with his base against a would-be presidential candidate. On the other, data center development and artificial intelligence represent one of the president’s few economic bright spots, and he has dedicated copious policy attention to expanding growth in this precise avenue of the tech sector. It’s hard to imagine something less “energy dominance” than killing a transmission line.
The White House did not respond to a request for comment.
Plus more of the week’s most important fights around renewable energy.
1. Wayne County, Nebraska – The Trump administration fined Orsted during the government shutdown for allegedly killing bald eagles at two of its wind projects, the first indications of financial penalties for energy companies under Trump’s wind industry crackdown.
2. Ocean County, New Jersey – Speaking of wind, I broke news earlier this week that one of the nation’s largest renewable energy projects is now deceased: the Leading Light offshore wind project.
3. Dane County, Wisconsin – The fight over a ginormous data center development out here is turning into perhaps one of the nation’s most important local conflicts over AI and land use.
4. Hardeman County, Texas – It’s not all bad news today for renewable energy – because it never really is.